It's much more than just
wealth management
when you are taking
care of families properly.
START HERE
A MULTI-FAMILY WEALTH & BUSINESS BOUTIQUE
PAUL A. DYER, VINE FAMILY OFFICE | 15 PHILLIPS RD | GLENBURN, MAINE 04401 | REACH US AT 207-405-0566
Investment advisory services offered through Optivise Advisory Services, a SEC registered investment advisor. Optivise and Vine Family Office are independent of one another. Please note that registration with the SEC does not denote a certain skill level or guarantee the success of an investment strategy.
©COPYRIGHT 2023. ALL RIGHTS RESERVED. UNAUTHORIZED DUPLICATION IS STRICTLY PROHIBITED.
Our Philosophy at Vine Family Office
Is your family managing way more than average? Who are the team or teams you trust with your family's planning needs
and family governance education and care? We believe that earning trust and knowing who you are working with supersedes everything when it comes to choosing your back office. Our family to your family, we are a great choice. I am Paul Dyer, and I am the fortunate custodian over many things,
but the thing I have of the greatest value is my family and we would love to meet yours.
www.vinefamilyoffice.com | 207-405-0566 Investment advisory services offered through Optivise Advisory Services, a SEC registered investment advisor. Optivise and Vine Family Office are independent of one another. Please note that registration with the SEC does not denote a certain skill level or guarantee the success of an investment strategy.
©COPYRIGHT 2023. ALL RIGHTS RESERVED. UNAUTHORIZED DUPLICATION IS STRICTLY PROHIBITED.
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Our team is a complex network of resources
designed to handle our client's every need.
At Vine Family Office, we have an expansive team all over the US and beyond. We have the resources, means and experience
to cover every aspect of your business and family needs. Below is a sample list of some of the services that we offer.
For more information on any of these areas, click the contact button below and send us an email or simply give us a call.
Aircraft Evaluation Services
Alternative Investment IRAs
Architectural Cost Segregation Tax Incentives-Credits & More
Audits and Reviews of Financial
Statements Agreed Upon Procedures
Business Brokerage Services
Business Valuation
& Services
Captive Insurance Services
CFO & Payroll Services
Charitable Planning Services
Compliance/Suitability Overview
Consulting — Projects — Data Services
CPA Services
E & O Services
IAR & RIA Services
International Tax & Transfer Planning
IRS & State Tax Assistance Services
Legal Services
CONTACT US HERE
www.vinefamilyoffice.com | 207-405-0566 Investment advisory services offered through Optivise Advisory Services, a SEC registered investment advisor. Optivise and Vine Family Office are independent of one another. Please note that registration with the SEC does not denote a certain skill level or guarantee the success of an investment strategy.
©COPYRIGHT 2023. ALL RIGHTS RESERVED. UNAUTHORIZED DUPLICATION IS STRICTLY PROHIBITED.
We are here to serve you 24/7/365.
Contact us here anytime.
Contact us here anytime by filling out the form below or feel free to gives us a call.
BY AIR:
If you are flying in to see us, Bangor International Airport will take good care of you. We will arrange a free Avgas "top off" and car service to our offices.
BY SEA:
If you're coming by Boat or Yacht we can handle almost any class at the Hampden Maine Marina just a few miles from our offices and we will send a car service to take care of getting you here. If coming in the largest class Vessel then Searsport or Camden are also close and we would love to meet you at either! Lunch is on us!
©COPYRIGHT 2023. ALL RIGHTS RESERVED. UNAUTHORIZED DUPLICATION IS STRICTLY PROHIBITED
PAUL A. DYER, VINE FAMILY OFFICE | 15 PHILLIPS RD | GLENBURN, MAINE 04401 | REACH US AT 207-405-0566 Investment advisory services offered through Optivise Advisory Services, a SEC registered investment advisor. Optivise and Vine Family Office are independent of one another. Please note that registration with the SEC does not denote a certain skill level or guarantee the success of an investment strategy.
