Our firm offers a variety of family office services including but not limited to: property management, investment monitoring (reviewing prospectuses, subscription compliance, monitoring quarterly reports and annual returns, and initiating exits), asset maintenance, and LLC management.  We are highly specialized in all aspects of wealth transfer planning including estate plan design and insurance product design.  Our accounting practice offers income tax planning and compliance for individuals, private foundations, trusts and estates, and business entities.  We have a specialized practice area providing executor and trustee services along with special holdings designations where concentrated positions are held.

Accounting

Investment Management

Legal

Property Management

Fair Isle Advisors

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