Basic Services

-Administration of family's relationship with banks, brokerage firms, investment partnerships and other investment managers.

-Coordination of family's existing attorneys, accountants and other advisors.  Coordination of periodic tax planning.

-Consolidated financial reporting and analysis for family investments and assets.

-Comprehensive records management.  Periodic auditing of family assets using "best practices".

-Risk management/insurance for family members and their assets.

-Budgeting, cash management, bill paying and maintenance of cash accounts for the family and family affiliated entities.

Telephone 781-768-6052

Family Office Management Services, Inc.