Our Commitment to Our Clients

Distinctive Competence
FOMS principals have over 35 years of financial, legal, and operations experience, both as family business managers and as legal and financial advisors.

Focus
FOMS limits itself to serving only a few families, so that FOMS principals Charles Carlson and Edward Estey can always be personally responsible for delivery of client services.

Trust
FOMS has only one mission-to serve as the trusted representative and advocate of its family clients.  Accordingly, to avoid conflicts of interest, FOMS does not invest funds for its family clients.

Telephone 781-768-6052

Family Office Management Services, Inc.