About Us

Family Office Research was originally founded in July of 2005 to provide high net worth families and foundations a higher level of sophistication, objectivity and service that traditional brokerage firms and private banks don't provide.  The result is a collaboration of expertise from different wealth management disciplines, including investment management, private banking, tax and estate planning, and insurance advisory / risk management. We do not give advice in an effort to sell products; we provide integrated wealth management solutions to help our clients meet their goals and objectives.

You still need many advisors and product providers to successfully manage your wealth, but now you have a Fiduciary Advisor or gatekeeper who is with you every step of the way to help you:

• Establish your goals and objectives
• Develop an integrated solution to manage all aspects of your wealth
• Implement your plan
• Monitor progress in relation to your financial goals

It is a continuous process, leveraging the expertise of highly skilled professionals with prominent Professional Designations, proving a dedication to providing the best possible advice.