FOMS APPROACH

For over two decades FOMS (Family Office Management Services, Inc.) has helped high net-worth families like yourself, simplify the complexity of great wealth by providing individualized attention with the purpose of helping you achieve peace of mind.

FOMS offers a unique service model covering a broad range of services that you may access on a comprehensive or a more tailored level. We provide administrative services for your household management; financial and investment performance reporting, as well as oversight and consulting.

THE FOMS DIFFERENCE

Every family has its own unique requirements and that can change very quickly.  Whatever the scope, FOMS experienced, professional staff can meet your distinct needs and make your life less complicated.  We can be your center of service helping you navigate the complexities of your family’s day-to-day and future financial well-being.

FOMS is an independent and objective service provider.  We have no affiliates thus no potential conflicts of interests.  In fact, to ensure our alignment with family interests, we do not invest client funds. You can be assured that your interests and goals are our only priority.

We use a low-cost fee structure.  FOMS fees are based on the services we deliver, not your assets.