Financial and investment performance reporting


FOMS will help you track your net worth and investments performance that enable you to make informed financial decisions.  FOMS is not a money manager or investment advisor and therefore has no conflicts of interest when we provide performance analysis and other services to you.


Financial reporting

  • Analysis and reporting of family expenses, including ongoing comparisons of actual versus budgeted expenses
  • Consolidated reporting of family net worth, including balance sheet, income statement and statement of cash flow

  • Administration of private equity investments (e.g. documentation, capital calls, distributions)
  • Consolidated performance reporting on all family investments, includes comparison to appropriate benchmarks

Investment Performance Reporting