What We Do
Learn more about the services we provide our clients.
Services
With decades of experience in wealth transfer and income tax consulting and compliance, we are not your everyday accounting firm.
Tax Services
With our technical knowledge and our understanding of each client’s unique financial situation, we provide effective tax planning that extends far beyond filing a once-a-year tax return. We are constantly maintaining and reassessing strategies for clients, while monitoring changing financial positions and evolving tax regulations, as well as new legislation.
– Return preparation
– Tax consulting
– Estimated tax planning
– Tax representation
Family Office Services
Every high net-worth family needs a quarterback that can oversee and manage the administrative functions associated with their wealth. As your family office, we would take on the following tasks for all your assets:
– Investment Oversight and Independent
– Tax and Investment Strategy
– Special Projects
– Domestic Help Payroll
– Personal Property Recordkeeping
– Philanthropic Advice
– Property and Casualty Insurance Assessment
– Cash Flow Analysis and Personal Bill Paying
– Beneficiary Education and Mentoring
– Life Insurance Analysis
Foundation Management
In our many years working with highly successful entrepreneurs, executives and professionals, we have heard numerous times how hard it is to give money away. We want to make it easier for you to have an impact – in your local community and around the world. We can help you define your foundation’s philanthropic interests and implement strategies that will allow your foundation to realize its full potential. Our comprehensive services for private foundations allow you to focus on the ways you want to make a difference instead of the details involved in managing a foundation.
Business Succession Services
Business succession planning is critical for closely held family businesses. With the unique challenges related to family dynamics, developing a comprehensive succession plan that addresses the family’s goals and concerns can help ensure a smooth transition of leadership and ownership to the next generation. This process can also help facilitate communication and foster trust among family members, which is critical for maintaining family harmony and the success of the business over the long term
Professional Trustee Services
Appointing a professional trustee at Fair Isle Advisors gives you the experience, objectivity, and professional resources to help ensure that the trust is administered according to the terms of the trust