Featured Recognition
This award was bestowed to Atlanta-based CEOs who have demonstrated a strong record of innovation, outstanding financial performance, a commitment to diversity in the workplace and who have made significant contributions to the metro community.
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Latest Investments Update
Our midyear investment update featuring Chief Investment Officer Dave Donabedian, including a special segment that discusses the many advantages of business and personal wealth planning in Delaware.
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Featured Blog
A Pepperdine University study found that almost two-thirds of business owners plan to transfer their ownership sometime in the next decade, yet many are unprepared for the various challenges selling a business presents. We disclose key steps every business owner should consider before making the transition
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Personalized, holistic wealth plans to fit your distinct goals. Where should we start?
Investments
Retirement
Wealth Transfer
Trustee Services
Banking
Business Succession
Family Legacy
Philanthropy
Three key strengths, in combination, distinguish our offering to private clients
Proven, Multi-Asset Class Investment Platform
Cohesive Wealth Planning and Trustee Services
Tailored Private Banking Solutions
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External Custody:If your assets are custodied with an external custodian, such as Schwab, Fidelity or The Bank of New York, you may access the external version of Atlantic Trust Portfolio Online.
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