Verified 10 Nov 2026
Family Office Research, LLC
Family Office Research, LLC is a wealth management firm in Bethesda, Maryland, which says it was created in 2005 for affluent clients. It acts as a fiduciary adviser and personal chief financial officer to families, bringing together investment management, tax and estate planning, insurance, credit and banking. Its Form ADV filed on 19 March 2026 reported $648 million in regulatory assets for 103 clients.
- Type
- Multi-family office
- Location
- Bethesda, Maryland, United States
- Sectors
- Public equities, Private equity
- Fund size / AUM
- $648M regulatory AUM (Form ADV, filed 2026-03-19)
- Latest fund or filing
- 19 Mar 2026
- Website
- www.familyofficeresearch.com
Contacts on file
For Family Office Research, LLC, the paid file holds: 2 named decision-makers with roles.
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Sources
- adviserinfo.sec.gov/firm/summary/144136
- reports.adviserinfo.sec.gov/reports/ADV/144136/PDF/144136.pdf
- www.familyofficeresearch.com/
- www.familyofficeresearch.com/about/firm-profile.php
- www.familyofficeresearch.com/about/wealth-management-challenges.php
Last checked 10 Nov 2026. Is something wrong? Tell us.
Appears in 7 lists
US family offices that invest in private equity (111)Family offices in the Northeast (112)Family offices that invest in private equity (177)Multi-family offices in the United States (193)Multi-family offices (236)Family offices that invest in public equities (274)Family offices in the United States (481)