Every family has its own unique requirements.  Whatever the scope, the experienced, professional staff at FOMS remains adaptable to meet each family's distinct and ever-changing needs.

By specializing in the following three focus areas, FOMS helps clients simplify their day-to-day lives and ensure their family's future financial success.

 

Lifestyle Household Management

Let the experienced professionals at FOMS act as the general administrator for your family.  FOMS offers exceptional general management services including personal bookkeeping, family entities administration, tax coordination, and insurance oversight. 

 

Financial and investment performance reporting

Client families receive FOMS' proprietary performance reporting, which builds a complete picture of financial health to drive informed wealth-management decisions. Reports consolidate performance analysis across families' existing accounts, portfolios, and expenses.

 

oversight and consulting

FOMS provides consulting and management services to your family and family-owned businesses.