Family Office Research Employee Directory

Q: What is Family Office Research known for?

Family Office Research was founded in 2005. Family Office Research operates in the Financial Services industry.

Q: How many employees does Family Office Research have currently?

Family Office Research has approximately 4 employees.

Financial ServicesMaryland, United States2-10 Employees

Family Office Research was designed in 2005 with the affluent client in mind. Our philosophy is simple: provide clients with a first class level of service and sophisticated, objective advice. 

We serve as Fiduciary Advisors and gatekeepers of our 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.

Your dedicated Advisor will lead a team of professionals and product providers, including some of your current providers who are adding value, to provide comprehensive solutions that are in your best interests and will help you meet your goals and objectives.

Find Family Office Research employees' phone numbers or email addresses

Family Office Research Global Highlights

North America
4

United States Of America
4

Family Office Research's Leadership

J. W.
Vp Of Operations And Trading
Mobile Phone
Email
S. F.
President
Mobile Phone
Email
S. M.
Vp, Wealth Advisor
Mobile Phone
Email
M. F.
Financial Analyst
Mobile Phone
Email

Family Office Research Employee Metrics

100%

50%

2026

2025

Banking
Business
Finance
Accounting
Administrative
Other

Contact profiles from Family Office Research

Name

Title

Contact Info

Location

Last Update

S. F.
President
Mobile Phone
Email
United StatesMaryland
Mar 13, 2025
S. M.
Vp, Wealth Advisor
Mobile Phone
Email
United StatesMaryland
Jun 11, 2025
J. W.
Vp Of Operations And Trading
Mobile Phone
Email
United StatesMaryland
Dec 05, 2025
M. F.
Financial Analyst
Mobile Phone
Email
United StatesMaryland
Nov 15, 2025

Frequently Asked Questions

What is Family Office Research known for?

Family Office Research was founded in 2005 operates in the Financial Services industry. The company's main headquarters is located in 7910 Woodmont Avenue Suite 1120 Bethesda, Maryland 20814 United States. Explore Family Office Research's company overview page for more information.

What is Family Office Research's most common email format?

Family Office Research employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Family Office Research email formats with LeadIQ.

How many employees does Family Office Research have currently?

Family Office Research has approximately 4 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Family Office Research's key employees and leadership?

As of February 2026, Family Office Research's key employees include:

Vp Of Operations And Trading: J. W.
President: S. F.
Vp, Wealth Advisor: S. M.
Financial Analyst: M. F.

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