Family Office Research is a family office - multi based in Bethesda, United States, founded in 2005. Verified contact details, AUM data, and investment preferences on FindLPs.
Family Office Research is a multi-family office, handling comprehensive wealth management for high net worth individuals, including coordination of investment planning with insurance and estate planning, as well as tax planning and shopping of credit needs. Also specialize in concentrated stock positions, 144(a) and other restricted / control stock.
Investment types: Balanced
Sectors & themes: Financial Services, Business Services, Diversified
Preferred geographies: North America
Location: 7910 Woodmont Ave Suite 1120 Bethesda Maryland 20814 United States
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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.