Mandate & appetite
- Preferred strategies
- Opportunistic, Value Add
- Target geographies
- Us & Canada
- Typical ticket
- $2m–$10m
- AUM
- —
- Real-asset allocation
- RE 100%
- Appetite
- —
Investor profile
Family Office Research, founded in 2005 and based in the U.S., provides integrated wealth management solutions including investment management, tax and estate planning, and private banking services, serving affluent clients as fiduciary advisors with a comprehensive approach.
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- Active mandates (strategy, asset class, geography, ticket, target IRR)
- Live allocation signals with sources
- Named CIOs & IC members + email & LinkedIn
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