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Family Office Research, LLC
Multifamily office listing in Bethesda, Maryland, United States.
- SEC-registered
- Regulatory AUM
- $648 million
- Employees
- 5
- Clients
- 0
- SEC CRD
- 144136
Family Office Research, LLC is an SEC-registered fiduciary adviser that coordinates investment management, financial planning, and related wealth services for affluent clients.124
Overview
Family Office Research describes its role as a wealth gatekeeper coordinating investment management with tax, estate, insurance, credit, and banking needs. Its published services include investment management, financial planning and consulting, tax and estate planning, insurance and risk management, private banking support, pension consulting, and selecting other advisers.45
History
The firm says it was designed in 2005 to serve affluent clients.2
Leadership
Scott M. Freund, CIMA, CAIA, AAMS, is the firm’s founder and president.3
Services
Family Office Research provides investment management, financial planning and consulting, tax and estate planning, insurance and risk management, private banking support, pension consulting, and adviser-selection assistance.5
Its private-banking support may include shopping for credit needs, lifestyle purchases, and private travel, as well as assistance with selling a privately held business.6
The firm’s estate-planning work includes reviews of wills, powers of attorney, trusts, family limited partnerships, and related structures. Implementation support is coordinated with an experienced tax and estate attorney.8
Insurance and risk-management guidance covers life, property and casualty, disability, and long-term-care insurance.9
What the firm offers
- Investment management
- Financial planning
- Tax planning
- Estate planning
- Trust and fiduciary
- Administration and bill pay
- Risk and insurance
Client Focus
The firm says it was designed to serve affluent clients and coordinates the financial, tax, estate, insurance, credit, and banking needs associated with substantial wealth.24
Approach
Family Office Research says its investment process considers each client’s goals, risk tolerance, and capacity for market volatility. The firm emphasizes diversified, disciplined, tax-efficient portfolios, along with fee minimization and tax minimization.7
The firm describes itself as a fiduciary adviser and coordinates its recommendations and implementation support with other professional advisers.48
Assets and Minimums
The firm reports regulatory assets under management of $648,208,835 in its March 19, 2026 Form ADV filing.10
Its Form CRS describes asset management and financial planning and consulting as advisory services. The firm says asset-management accounts generally require a $2,000,000 minimum, subject to waiver.11
By the numbers
| Year | Regulatory AUM | Discretionary | Non-discretionary |
|---|---|---|---|
| 2016 | $222 million | $0 | $222 million |
| 2017 | $218 million | $0 | $218 million |
| 2018 | $306 million | $0 | $306 million |
| 2019 | $314 million | $48 million | $266 million |
| 2020 | $363 million | $76 million | $287 million |
| 2021 | $358 million | $91 million | $267 million |
| 2022 | $404 million | $123 million | $280 million |
| 2023 | $400 million | $158 million | $242 million |
| 2025 | $581 million | $341 million | $240 million |
| 2026 | $648 million | $394 million | $255 million |
| Year | Average AUM per client |
|---|---|
| 2018 | $5 million |
| 2019 | $5 million |
| 2020 | $6 million |
| 2021 | $5 million |
| 2022 | $5 million |
| 2023 | $4 million |
| 2025 | $5 million |
| 2026 | $5 million |
| Client type | Clients (2026) |
|---|---|
| Individuals | 12 |
| High net worth individuals | 103 |
| Pension plans | 16 |
| Charities | 1 |
| Corporations | 1 |
| Year | Employees |
|---|---|
| 2016 | 2 |
| 2017 | 3 |
| 2018 | 3 |
| 2019 | 3 |
| 2020 | 3 |
| 2021 | 3 |
| 2022 | 4 |
| 2023 | 5 |
| 2025 | 5 |
| 2026 | 5 |
Ranks #5 of 5 SEC-registered firms in MD on MultifamilyOffices.com by regulatory AUM.
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 144136. Ranking uses only firms profiled on MultifamilyOffices.com. As of .
Recognition
Family Office Research says it was selected as one of CityWire’s inaugural Future 50 wealth-management firms.12
FAQs
Is Family Office Research registered with the SEC?
Yes. Family Office Research, LLC is listed as an SEC-registered investment adviser under CRD 144136 and SEC file 801-80228.1
What services does Family Office Research provide?
Its published services include investment management, financial planning and consulting, tax and estate planning, insurance and risk management, private banking support, pension consulting, and selecting other advisers.5
What is the firm’s stated account minimum?
The firm says asset-management accounts generally require a $2,000,000 minimum, subject to waiver.11
Related resources
- LocationMultifamily offices in Bethesda
This Bethesda directory helps compare nearby multifamily office providers serving affluent families and business owners. It gives a regional starting point for assessing which firms offer investment management, planning, fiduciary support, bill pay, insurance guidance, or related services before contacting Family Office Research, LLC.
- Network siteEstatePlanner.com
EstatePlanner.com provides practical guides on wills, trusts, beneficiary choices, and related estate matters. A family considering Family Office Research, LLC can use these materials to prepare questions about estate planning, trust administration, tax coordination, and how fiduciary services may fit with existing advisers.
- Network siteFamilyOffices.com
FamilyOffices.com offers educational resources and a community focused on single family offices and wealthy families. Readers can use it to understand common approaches to investment oversight, financial planning, administration, and family governance while considering whether Family Office Research, LLC's coordinated services match their needs.
- GuideThe annual MFO review
The annual MFO review presents a recurring look at multifamily office firms and the services they provide. Readers can use the review as a reference point when comparing how firms address investments, tax and estate planning, fiduciary work, administration, and risk needs for affluent clients.
- Similar firmsVerdence Capital Advisors
Acadia Family Office
Chevy Chase Trust CompanyProfiles of Verdence Capital Advisors, Acadia Family Office, and Chevy Chase Trust Company provide additional points of comparison on this site. Reviewing these firms alongside Family Office Research, LLC can help a business owner or family assess differences in investment management, planning, fiduciary support, and client service structure.
Sources
This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.
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