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THE FAMILY FIRM INC

HQ - Bethesda

Summary

The Family Firm is an independent, fee-only financial advisory firm that focuses on lifetime asset protection through the development and implementation of customized financial management strategies.

Deals Overview

Total Deals1

Valued Deals0

Total Value-

Avg. Deal Size-

Market Context

Senior Management

Kate Fries
Partner
Stacy Bakri
Partner and Managing Director

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07 Oct 2025|United States|Financial Data and Systems

Target: THE FAMILY FIRM INC

Bidder: BEACON POINTE ADVISORS LLC

3 Service Providers

1 Target | 2 Bidder

14 Dealmakers

2 Target | 12 Bidder

n/a

Value

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