Principals

J. Charles Carlson, Esq.

Charles Carlson is a senior executive with a background in law, business, real estate, government, venture capital and business operations. His career has extended over more than twenty years and has included private and corporate practice of law, general management of several privately held companies (including two family businesses), extensive work with a large family office, management consulting and the creation of Family Office Management Services, Inc.

Mr. Carlson is a life long resident of Massachusetts. He is a graduate of Harvard College (cum laude) and the George Washington University Law School (magna cum laude). Mr. Carlson resides in Acton with his wife and two children.

Edward A. Estey

Edward Estey is a senior executive with a background in accounting, finance, manufacturing, venture capital and business operations. He has over fifteen years of experience that has included service as CEO, General Manager, Treasurer and CFO for both family businesses and publicly traded companies as well as recent experience in management consulting and the creation of Family Office Management Services, Inc.

Mr. Estey is a life long resident of Massachusetts. He has B.S. and M.B.A. degrees from Northeastern University and served as a commissioned officer in the U.S. Army. Mr. Estey resides in Beverly with his wife and two children.

Family Office Management Services, Inc.