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

Leslie Anderson

Rhonda Youngdahl

Ginger Shields

Drew Rendleman

This department manages tax compliance, planning, and reporting to ensure adherence to relevant tax laws and regulations.

Tax Department

This department manages client relations and oversees accounting functions to ensure financial accuracy and service excellence.

Client and Accounting Services

This department focuses on strategies to optimize tax liabilities and ensure compliance with tax regulations.

Fair Isle Advisors

Org chart

Teams

Tax Department

Client and Accounting Services

Tax Planning

Offices