Our services
We are dedicated to providing our clients with the planning and resources needed to protect and preserve their estates. Our goal is to provide supportive services that promote the health, happiness and financial well-being of our clients while protecting their privacy and independence.
Stiles Partners is known for its commitment to handling a range of client situations from simple trusts to those with diverse and complex assets. We provide meticulous trust accountings; dependable management; strong relationships with service providers; and personal, caring attention to detail.
Success Strategies
Act as a liaison between attorneys, CPA's, stockbrokers, real estate agents, and other professionals.
Management
Management of real property, real estate acquisitions (personal and business), and coordination of healthcare services.
Planning
Brokerage account oversight, regular reviews, and periodic planning sessions.
Forensic Accounting
Preparation and analysis of financial accountings to support disputes or litigation.
Skills & Administration
Trustee and Executor services. Support for personal charitable trusts and private foundations.
Environment & Efficiency
Quarterly and/or yearly accountings for client review.
Investment Tips
Investment management expertise, and objectivity.
Coordination/Tax Management
Work closely with CPAs for tax filings and planning.