Family Office of America Inc. (FOFA)

Overview

Family Office of America, Inc. specializes in providing comprehensive family office services tailored to meet the diverse needs of affluent families. Previously known as Qualis Innovations, Inc., the company rebranded in December 2024 to better reflect its core mission and services. Headquartered in Centennial, Colorado, Family Office of America, Inc. is dedicated to assisting families in managing their wealth, protecting their assets, and planning for future generations.

Products and Services

• CPA Services:

  Professionally managed accounting services that ensure efficient handling of financial records, compliance with tax regulations, and accurate reporting for families and their businesses.

• Tax Planning and Preparation:

  Expert guidance on tax strategies tailored to individual family situations, helping to minimize tax liabilities while ensuring compliance with relevant tax laws.

• Wealth Management:

  Customized investment strategies and financial planning services designed to grow and protect wealth over time, focusing on the unique goals and risk tolerance of each family.

• Asset Management:

  Comprehensive management of family assets including investments, real estate, and private equity, with a goal of optimizing returns while managing risk.

• Estate Planning:

  Strategic planning to ensure an efficient transfer of wealth across generations, including wills, trusts, and other tools to help families organize their estates according to their wishes.

• Asset Protection:

  Services designed to safeguard family assets from potential liabilities and threats, employing legal and financial strategies to ensure long-term security.

• Insurance Consulting:

  Advice and planning around insurance needs to protect family assets, manage risks effectively, and promote peace of mind across various scenarios.

• Investment Banking Services:

  Assistance in capital raising, mergers, acquisitions, and other financial transactions aimed at enhancing the financial positions of family-owned businesses and investments.