Family Office Research

EST. AUM
$580,927,330

CONTACTS
2

CLIENT ACCOUNTS
118

Firm Details

Metro area Washington, DC
CRD Number 144136
Website familyofficeresearch.com
Client types

Overview

Family Office Research was designed in 2005 with the affluent client in mind. Its philosophy is simple: to provide clients with a first-class level of service and sophisticated, objective advice. It serves as Fiduciary Advisors and gatekeepers of clients' wealth, delivering integrated wealth management solutions by coordinating investment management with tax and estate planning, insurance planning, as well as credit and banking needs. A dedicated Advisor will lead a team of professionals and product providers, including some of the client's current providers who are adding value, to provide comprehensive solutions that are in the client's best interests and will help them meet their goals and objectives.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Family Office Research

Platform Details

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