Alliances
Dovetail works with a selective group of investment and insurance companies, accounting and law firms, as well as several boutique consulting organizations.
Thomas J. Handler
Estate Planning
Mr. Handler is an advanced planning attorney focused on the analysis and structuring of sophisticated estate plans and family offices, and handling taxation and business planning issues for business owners, executives, professional athletes, celebrities and family offices.
Mr. Bassler is the owner of Bassler & Company, a family owned commercial insurance agency started in the 1940s. The agency specializes in Home, Auto, and Umbrella insurance for clients in the Chicagoland area and throughout the Midwest.
Chris Bassler
Commercial Insurance
Lisa Barringer
Tax Services
Lisa has over 30 years of experience advising high-net-worth clients, with a focus on athletes and entertainers. She provides tax strategy, estate planning, and coordinates with legal and financial advisors to deliver tailored family office services.
Edward Fellin
Tax Services
Edward J. Fellin is a Senior Tax Director at RSM LLP, based in Chicago and Ft. Lauderdale. With over 30 years of experience, he advises ultra-affluent individuals, families, and business owners on tax, estate, and financial planning. He is licensed in both Illinois and Florida.
