Atlantic Trust placed 14 of 50 firms listed. Listing is based on information self-reported by 98 multifamily offices. Figures for assets under advisement are as of March 31, 2015, and include wealth directly managed by the offices and funds outsourced to money management firms. Money managed for private foundations is included. Money managed for pension funds is excluded. Insurance policies and trusts on which advice is provided are included. Listing is as of Nov. 13, 2015.
The ranked firms provide both investment and noninvestment services. The latter may include family meetings, financial education, art consulting, estate planning, family governance, foundation management, business consulting, property management, travel arrangement, and shopping assistance.
This Bloomberg article is being provided for informational purposes only. While Atlantic Trust believes the information presented in this article to be reliable and current, Atlantic Trust was not involved in writing the article and cannot guarantee its accuracy. This article should not be considered an offer of investment advice or financial products nor does it constitute a recommendation of the suitability of any investment strategy for a particular investor.
Investors should review all information carefully prior to making any investment decision. Atlantic Trust is not affiliated with Bloomberg.
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