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Family Office Management Services, Inc.

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United States

Founded in

2003 (22 Years)

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Get to know Family Office Management Services, Inc.

Founded in 1989, Family Office Management Services, Inc. (FOMS) operates as a dedicated multi-family office. The firm's mission is to offer objective, integrated, and confidential financial services tailored to the unique needs of high-net-worth clients. They function as a personal chief financial officer, coordinating and managing all aspects of a family's financial life, including investment oversight, financial and estate planning, tax compliance and planning, and philanthropic administration, ensuring a holistic approach to wealth preservation and growth.

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  • Financial Wealth ManagementPRIMARY
  • Financial Other Service

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