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. Registration with the SEC does not denote a certain skill level or guarantee the success of an investment strategy.
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.
Our team is a complex network of resources designed to handle our client's every need.
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
International Tax & Transfer Planning
IRS & State Tax Assistance Services
Legal Services
E & O Services
IAR & RIA Services
Contact us anytime by filling out the form below or give 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. For larger vessels, Searsport or Camden are also close. Lunch is on us!