Atlantic Trust was pleased to again sponsor the American College of Trust and Estate Counsel (ACTEC) Summer Meeting. This year’s event took place in Boston, Massachusetts, on June 16–19.     In addition to hosting an exhibit booth, our firm co-sponsored a dinner reception and tour of the John F. Kennedy Presidential Library and Museum on the evening of Saturday, June 18....

  We are pleased to announce that Halsey O. Schreier has joined the team in New York as vice president and a wealth strategist.     In his role as wealth strategist, Halsey will provide high net worth clients with integrated wealth management services, including comprehensive wealth transfer and financial planning solutions, multi-generational legacy planning and fiduciary...

  We are pleased to announce that our Newport Beach, California, office has moved from its former location at MacArthur Court to the city’s upscale Fashion Island shopping area.     The new office, located at 520 Newport Center Drive, provides room for growth as we expand our footprint and deepen our capabilities in Orange County and surrounding areas. The new office not only...

  Atlantic Trust was pleased to host two more installments of its 2016 Investment and Political Outlook Speaker Series event last week in New York and New Jersey. Chief Investment Officer Dave Donabedian and Cook Political Report Editor and Political Analyst David Wasserman took to the stage to offer their insights into the upcoming presidential election and the potential effects of its...

  On the morning of May 20, eight CIBC and Atlantic Trust employees gathered recently on the roof of the Metro Baptist Church in New York’s Hell’s Kitchen neighborhood, in partnership with the United Way of New York City, to volunteer for the Hell’s Kitchen Farm Project.     Together, they helped transform 52 kiddie pools into nearly 1,000 square feet of new plant and...

  My colleague, Bruce Katz, and I recently appeared on the RIA Channel for Forbes Advisor Network to discuss Atlantic Trust’s offerings for multigenerational clients and our service-oriented approach.     During our interview with RIA Channel’s Julie Cooling, we discussed the philosophy behind Atlantic Trust’s investment platform and our emphasis on creating highly customized...

Texas has been at the epicenter of all things energy-related, and the past several years have been challenging and volatile. With this in mind, Atlantic Trust held two luncheons last week in Houston (the energy capital of the U.S.) and Dallas. More than 125 people attended the two events, and the level of interaction was highly sophisticated. Speaking first was Andre Burba, managing director...

  The 2016 presidential primary season is in full swing, and voters continue to ask important questions about the remaining candidates, their views and the potential implications of this election cycle’s outcome on the financial markets and global economic outlook.     To help glean some insights from the latest election developments dominating headlines on both sides of the...

  My colleague, Kent Nossaman, and I were pleased to host Atlantic Trust’s latest G2G (Generation to Generation) Impact event, How to Invest for Social Impact, on April 16 at The Fairmont San Francisco.     The breakfast seminar featured investment speaker R. Paul Herman, CEO and founder of HIP (Human Impact + Profit) Investor, Inc. An internationally recognized expert in the...

  Atlantic Trust was proud to again sponsor the Bayou Bend Garden Party, hosted at the Museum of Fine Arts, Houston, on the evening of April 3.     This is the third year that our firm has sponsored the affair, which is recognized as one of the largest annual events in Houston. Altogether, the Garden Party raised $770,000—the highest amount ever—for the museum.   ...

  We are pleased to announce that Atlantic Trust received two awards at the 2016 Family Wealth Report awards ceremony held on March 10 in New York:                   Leading individual (multi-family office): David L. Donabedian, CFA Multi-family office (client initiative) for the firm’s G2G Impact, Women’s CIRCLE and internal...

  The 2016 presidential race is heating up, giving rise to important questions about the candidates and their views, as well as how the eventual outcome of the election might influence the markets in the U.S. and impact the global economy.     To provide insight on these questions, Atlantic Trust was pleased to host editor and political analyst David Wasserman for an engaging...

  Atlantic Trust and the Art Institute of Chicago brought some much-needed warmth to the Windy City last week with a special viewing of Vincent Van Gogh paintings in the “Van Gogh’s Bedroom” exhibition.     The exclusive event, which took place Wednesday, February 24, at the Art Institute’s Arthur Rubloff Building, hosted more than 200 Atlantic Trust guests and partners....

  We are pleased to announce that Atlantic Trust has been recognized as Best Private Wealth Manager—Overall by Private Asset Management (PAM). The 2016 PAM Awards were announced February 22 at a ceremony in New York. Eight firms were shortlisted for this award.     This is an impressive achievement that offers further evidence of our firm’s commitment to providing the...

  Last week, members of Atlantic Trust’s Wealth Strategies Group participated in the final day-long session of a four-part educational series about family legacy planning. Each session in this series was facilitated by Matthew Wesley, J.D., M.Div., an internationally recognized advisor to business and legacy families and the founder of The Wesley Group.     The purpose of...

  Atlantic Trust was pleased to again sponsor the American College of Trust and Estate Counsel (ACTEC) Summer Meeting. This year’s event took place in Boston, Massachusetts, on June 16–19.     In addition to hosting an exhibit booth, our firm co-sponsored a dinner reception and tour of the John F. Kennedy Presidential Library and Museum on the evening of Saturday, June 18....

  We are pleased to announce that Halsey O. Schreier has joined the team in New York as vice president and a wealth strategist.     In his role as wealth strategist, Halsey will provide high net worth clients with integrated wealth management services, including comprehensive wealth transfer and financial planning solutions, multi-generational legacy planning and fiduciary...

  We are pleased to announce that our Newport Beach, California, office has moved from its former location at MacArthur Court to the city’s upscale Fashion Island shopping area.     The new office, located at 520 Newport Center Drive, provides room for growth as we expand our footprint and deepen our capabilities in Orange County and surrounding areas. The new office not only...

  Atlantic Trust was pleased to host two more installments of its 2016 Investment and Political Outlook Speaker Series event last week in New York and New Jersey. Chief Investment Officer Dave Donabedian and Cook Political Report Editor and Political Analyst David Wasserman took to the stage to offer their insights into the upcoming presidential election and the potential effects of its...

  On the morning of May 20, eight CIBC and Atlantic Trust employees gathered recently on the roof of the Metro Baptist Church in New York’s Hell’s Kitchen neighborhood, in partnership with the United Way of New York City, to volunteer for the Hell’s Kitchen Farm Project.     Together, they helped transform 52 kiddie pools into nearly 1,000 square feet of new plant and...

  My colleague, Bruce Katz, and I recently appeared on the RIA Channel for Forbes Advisor Network to discuss Atlantic Trust’s offerings for multigenerational clients and our service-oriented approach.     During our interview with RIA Channel’s Julie Cooling, we discussed the philosophy behind Atlantic Trust’s investment platform and our emphasis on creating highly customized...

Texas has been at the epicenter of all things energy-related, and the past several years have been challenging and volatile. With this in mind, Atlantic Trust held two luncheons last week in Houston (the energy capital of the U.S.) and Dallas. More than 125 people attended the two events, and the level of interaction was highly sophisticated. Speaking first was Andre Burba, managing director...

  The 2016 presidential primary season is in full swing, and voters continue to ask important questions about the remaining candidates, their views and the potential implications of this election cycle’s outcome on the financial markets and global economic outlook.     To help glean some insights from the latest election developments dominating headlines on both sides of the...

  My colleague, Kent Nossaman, and I were pleased to host Atlantic Trust’s latest G2G (Generation to Generation) Impact event, How to Invest for Social Impact, on April 16 at The Fairmont San Francisco.     The breakfast seminar featured investment speaker R. Paul Herman, CEO and founder of HIP (Human Impact + Profit) Investor, Inc. An internationally recognized expert in the...

  Atlantic Trust was proud to again sponsor the Bayou Bend Garden Party, hosted at the Museum of Fine Arts, Houston, on the evening of April 3.     This is the third year that our firm has sponsored the affair, which is recognized as one of the largest annual events in Houston. Altogether, the Garden Party raised $770,000—the highest amount ever—for the museum.   ...

  We are pleased to announce that Atlantic Trust received two awards at the 2016 Family Wealth Report awards ceremony held on March 10 in New York:                   Leading individual (multi-family office): David L. Donabedian, CFA Multi-family office (client initiative) for the firm’s G2G Impact, Women’s CIRCLE and internal...

  The 2016 presidential race is heating up, giving rise to important questions about the candidates and their views, as well as how the eventual outcome of the election might influence the markets in the U.S. and impact the global economy.     To provide insight on these questions, Atlantic Trust was pleased to host editor and political analyst David Wasserman for an engaging...

  Atlantic Trust and the Art Institute of Chicago brought some much-needed warmth to the Windy City last week with a special viewing of Vincent Van Gogh paintings in the “Van Gogh’s Bedroom” exhibition.     The exclusive event, which took place Wednesday, February 24, at the Art Institute’s Arthur Rubloff Building, hosted more than 200 Atlantic Trust guests and partners....

  We are pleased to announce that Atlantic Trust has been recognized as Best Private Wealth Manager—Overall by Private Asset Management (PAM). The 2016 PAM Awards were announced February 22 at a ceremony in New York. Eight firms were shortlisted for this award.     This is an impressive achievement that offers further evidence of our firm’s commitment to providing the...

  Last week, members of Atlantic Trust’s Wealth Strategies Group participated in the final day-long session of a four-part educational series about family legacy planning. Each session in this series was facilitated by Matthew Wesley, J.D., M.Div., an internationally recognized advisor to business and legacy families and the founder of The Wesley Group.     The purpose of...

  Atlantic Trust was pleased to again sponsor the American College of Trust and Estate Counsel (ACTEC) Summer Meeting. This year’s event took place in Boston, Massachusetts, on June 16–19.     In addition to hosting an exhibit booth, our firm co-sponsored a dinner reception and tour of the John F. Kennedy Presidential Library and Museum on the evening of Saturday, June 18....

  We are pleased to announce that Halsey O. Schreier has joined the team in New York as vice president and a wealth strategist.     In his role as wealth strategist, Halsey will provide high net worth clients with integrated wealth management services, including comprehensive wealth transfer and financial planning solutions, multi-generational legacy planning and fiduciary...

  We are pleased to announce that our Newport Beach, California, office has moved from its former location at MacArthur Court to the city’s upscale Fashion Island shopping area.     The new office, located at 520 Newport Center Drive, provides room for growth as we expand our footprint and deepen our capabilities in Orange County and surrounding areas. The new office not only...

  Atlantic Trust was pleased to host two more installments of its 2016 Investment and Political Outlook Speaker Series event last week in New York and New Jersey. Chief Investment Officer Dave Donabedian and Cook Political Report Editor and Political Analyst David Wasserman took to the stage to offer their insights into the upcoming presidential election and the potential effects of its...

  On the morning of May 20, eight CIBC and Atlantic Trust employees gathered recently on the roof of the Metro Baptist Church in New York’s Hell’s Kitchen neighborhood, in partnership with the United Way of New York City, to volunteer for the Hell’s Kitchen Farm Project.     Together, they helped transform 52 kiddie pools into nearly 1,000 square feet of new plant and...

  My colleague, Bruce Katz, and I recently appeared on the RIA Channel for Forbes Advisor Network to discuss Atlantic Trust’s offerings for multigenerational clients and our service-oriented approach.     During our interview with RIA Channel’s Julie Cooling, we discussed the philosophy behind Atlantic Trust’s investment platform and our emphasis on creating highly customized...

Texas has been at the epicenter of all things energy-related, and the past several years have been challenging and volatile. With this in mind, Atlantic Trust held two luncheons last week in Houston (the energy capital of the U.S.) and Dallas. More than 125 people attended the two events, and the level of interaction was highly sophisticated. Speaking first was Andre Burba, managing director...

  The 2016 presidential primary season is in full swing, and voters continue to ask important questions about the remaining candidates, their views and the potential implications of this election cycle’s outcome on the financial markets and global economic outlook.     To help glean some insights from the latest election developments dominating headlines on both sides of the...

  My colleague, Kent Nossaman, and I were pleased to host Atlantic Trust’s latest G2G (Generation to Generation) Impact event, How to Invest for Social Impact, on April 16 at The Fairmont San Francisco.     The breakfast seminar featured investment speaker R. Paul Herman, CEO and founder of HIP (Human Impact + Profit) Investor, Inc. An internationally recognized expert in the...

  Atlantic Trust was proud to again sponsor the Bayou Bend Garden Party, hosted at the Museum of Fine Arts, Houston, on the evening of April 3.     This is the third year that our firm has sponsored the affair, which is recognized as one of the largest annual events in Houston. Altogether, the Garden Party raised $770,000—the highest amount ever—for the museum.   ...

  We are pleased to announce that Atlantic Trust received two awards at the 2016 Family Wealth Report awards ceremony held on March 10 in New York:                   Leading individual (multi-family office): David L. Donabedian, CFA Multi-family office (client initiative) for the firm’s G2G Impact, Women’s CIRCLE and internal...

  The 2016 presidential race is heating up, giving rise to important questions about the candidates and their views, as well as how the eventual outcome of the election might influence the markets in the U.S. and impact the global economy.     To provide insight on these questions, Atlantic Trust was pleased to host editor and political analyst David Wasserman for an engaging...

  Atlantic Trust and the Art Institute of Chicago brought some much-needed warmth to the Windy City last week with a special viewing of Vincent Van Gogh paintings in the “Van Gogh’s Bedroom” exhibition.     The exclusive event, which took place Wednesday, February 24, at the Art Institute’s Arthur Rubloff Building, hosted more than 200 Atlantic Trust guests and partners....

  We are pleased to announce that Atlantic Trust has been recognized as Best Private Wealth Manager—Overall by Private Asset Management (PAM). The 2016 PAM Awards were announced February 22 at a ceremony in New York. Eight firms were shortlisted for this award.     This is an impressive achievement that offers further evidence of our firm’s commitment to providing the...

  Last week, members of Atlantic Trust’s Wealth Strategies Group participated in the final day-long session of a four-part educational series about family legacy planning. Each session in this series was facilitated by Matthew Wesley, J.D., M.Div., an internationally recognized advisor to business and legacy families and the founder of The Wesley Group.     The purpose of...

  Atlantic Trust was pleased to again sponsor the American College of Trust and Estate Counsel (ACTEC) Summer Meeting. This year’s event took place in Boston, Massachusetts, on June 16–19.     In addition to hosting an exhibit booth, our firm co-sponsored a dinner reception and tour of the John F. Kennedy Presidential Library and Museum on the evening of Saturday, June 18....

  We are pleased to announce that Halsey O. Schreier has joined the team in New York as vice president and a wealth strategist.     In his role as wealth strategist, Halsey will provide high net worth clients with integrated wealth management services, including comprehensive wealth transfer and financial planning solutions, multi-generational legacy planning and fiduciary...

  We are pleased to announce that our Newport Beach, California, office has moved from its former location at MacArthur Court to the city’s upscale Fashion Island shopping area.     The new office, located at 520 Newport Center Drive, provides room for growth as we expand our footprint and deepen our capabilities in Orange County and surrounding areas. The new office not only...

  Atlantic Trust was pleased to host two more installments of its 2016 Investment and Political Outlook Speaker Series event last week in New York and New Jersey. Chief Investment Officer Dave Donabedian and Cook Political Report Editor and Political Analyst David Wasserman took to the stage to offer their insights into the upcoming presidential election and the potential effects of its...

  On the morning of May 20, eight CIBC and Atlantic Trust employees gathered recently on the roof of the Metro Baptist Church in New York’s Hell’s Kitchen neighborhood, in partnership with the United Way of New York City, to volunteer for the Hell’s Kitchen Farm Project.     Together, they helped transform 52 kiddie pools into nearly 1,000 square feet of new plant and...

  My colleague, Bruce Katz, and I recently appeared on the RIA Channel for Forbes Advisor Network to discuss Atlantic Trust’s offerings for multigenerational clients and our service-oriented approach.     During our interview with RIA Channel’s Julie Cooling, we discussed the philosophy behind Atlantic Trust’s investment platform and our emphasis on creating highly customized...

Texas has been at the epicenter of all things energy-related, and the past several years have been challenging and volatile. With this in mind, Atlantic Trust held two luncheons last week in Houston (the energy capital of the U.S.) and Dallas. More than 125 people attended the two events, and the level of interaction was highly sophisticated. Speaking first was Andre Burba, managing director...

  The 2016 presidential primary season is in full swing, and voters continue to ask important questions about the remaining candidates, their views and the potential implications of this election cycle’s outcome on the financial markets and global economic outlook.     To help glean some insights from the latest election developments dominating headlines on both sides of the...

  My colleague, Kent Nossaman, and I were pleased to host Atlantic Trust’s latest G2G (Generation to Generation) Impact event, How to Invest for Social Impact, on April 16 at The Fairmont San Francisco.     The breakfast seminar featured investment speaker R. Paul Herman, CEO and founder of HIP (Human Impact + Profit) Investor, Inc. An internationally recognized expert in the...

  Atlantic Trust was proud to again sponsor the Bayou Bend Garden Party, hosted at the Museum of Fine Arts, Houston, on the evening of April 3.     This is the third year that our firm has sponsored the affair, which is recognized as one of the largest annual events in Houston. Altogether, the Garden Party raised $770,000—the highest amount ever—for the museum.   ...

  We are pleased to announce that Atlantic Trust received two awards at the 2016 Family Wealth Report awards ceremony held on March 10 in New York:                   Leading individual (multi-family office): David L. Donabedian, CFA Multi-family office (client initiative) for the firm’s G2G Impact, Women’s CIRCLE and internal...

  The 2016 presidential race is heating up, giving rise to important questions about the candidates and their views, as well as how the eventual outcome of the election might influence the markets in the U.S. and impact the global economy.     To provide insight on these questions, Atlantic Trust was pleased to host editor and political analyst David Wasserman for an engaging...

  Atlantic Trust and the Art Institute of Chicago brought some much-needed warmth to the Windy City last week with a special viewing of Vincent Van Gogh paintings in the “Van Gogh’s Bedroom” exhibition.     The exclusive event, which took place Wednesday, February 24, at the Art Institute’s Arthur Rubloff Building, hosted more than 200 Atlantic Trust guests and partners....

  We are pleased to announce that Atlantic Trust has been recognized as Best Private Wealth Manager—Overall by Private Asset Management (PAM). The 2016 PAM Awards were announced February 22 at a ceremony in New York. Eight firms were shortlisted for this award.     This is an impressive achievement that offers further evidence of our firm’s commitment to providing the...

  Last week, members of Atlantic Trust’s Wealth Strategies Group participated in the final day-long session of a four-part educational series about family legacy planning. Each session in this series was facilitated by Matthew Wesley, J.D., M.Div., an internationally recognized advisor to business and legacy families and the founder of The Wesley Group.     The purpose of...

  Atlantic Trust was pleased to again sponsor the American College of Trust and Estate Counsel (ACTEC) Summer Meeting. This year’s event took place in Boston, Massachusetts, on June 16–19.     In addition to hosting an exhibit booth, our firm co-sponsored a dinner reception and tour of the John F. Kennedy Presidential Library and Museum on the evening of Saturday, June 18....

  We are pleased to announce that Halsey O. Schreier has joined the team in New York as vice president and a wealth strategist.     In his role as wealth strategist, Halsey will provide high net worth clients with integrated wealth management services, including comprehensive wealth transfer and financial planning solutions, multi-generational legacy planning and fiduciary...

  We are pleased to announce that our Newport Beach, California, office has moved from its former location at MacArthur Court to the city’s upscale Fashion Island shopping area.     The new office, located at 520 Newport Center Drive, provides room for growth as we expand our footprint and deepen our capabilities in Orange County and surrounding areas. The new office not only...

  Atlantic Trust was pleased to host two more installments of its 2016 Investment and Political Outlook Speaker Series event last week in New York and New Jersey. Chief Investment Officer Dave Donabedian and Cook Political Report Editor and Political Analyst David Wasserman took to the stage to offer their insights into the upcoming presidential election and the potential effects of its...

  On the morning of May 20, eight CIBC and Atlantic Trust employees gathered recently on the roof of the Metro Baptist Church in New York’s Hell’s Kitchen neighborhood, in partnership with the United Way of New York City, to volunteer for the Hell’s Kitchen Farm Project.     Together, they helped transform 52 kiddie pools into nearly 1,000 square feet of new plant and...

  My colleague, Bruce Katz, and I recently appeared on the RIA Channel for Forbes Advisor Network to discuss Atlantic Trust’s offerings for multigenerational clients and our service-oriented approach.     During our interview with RIA Channel’s Julie Cooling, we discussed the philosophy behind Atlantic Trust’s investment platform and our emphasis on creating highly customized...

Texas has been at the epicenter of all things energy-related, and the past several years have been challenging and volatile. With this in mind, Atlantic Trust held two luncheons last week in Houston (the energy capital of the U.S.) and Dallas. More than 125 people attended the two events, and the level of interaction was highly sophisticated. Speaking first was Andre Burba, managing director...

  The 2016 presidential primary season is in full swing, and voters continue to ask important questions about the remaining candidates, their views and the potential implications of this election cycle’s outcome on the financial markets and global economic outlook.     To help glean some insights from the latest election developments dominating headlines on both sides of the...

  My colleague, Kent Nossaman, and I were pleased to host Atlantic Trust’s latest G2G (Generation to Generation) Impact event, How to Invest for Social Impact, on April 16 at The Fairmont San Francisco.     The breakfast seminar featured investment speaker R. Paul Herman, CEO and founder of HIP (Human Impact + Profit) Investor, Inc. An internationally recognized expert in the...

  Atlantic Trust was proud to again sponsor the Bayou Bend Garden Party, hosted at the Museum of Fine Arts, Houston, on the evening of April 3.     This is the third year that our firm has sponsored the affair, which is recognized as one of the largest annual events in Houston. Altogether, the Garden Party raised $770,000—the highest amount ever—for the museum.   ...

  We are pleased to announce that Atlantic Trust received two awards at the 2016 Family Wealth Report awards ceremony held on March 10 in New York:                   Leading individual (multi-family office): David L. Donabedian, CFA Multi-family office (client initiative) for the firm’s G2G Impact, Women’s CIRCLE and internal...

  The 2016 presidential race is heating up, giving rise to important questions about the candidates and their views, as well as how the eventual outcome of the election might influence the markets in the U.S. and impact the global economy.     To provide insight on these questions, Atlantic Trust was pleased to host editor and political analyst David Wasserman for an engaging...

  Atlantic Trust and the Art Institute of Chicago brought some much-needed warmth to the Windy City last week with a special viewing of Vincent Van Gogh paintings in the “Van Gogh’s Bedroom” exhibition.     The exclusive event, which took place Wednesday, February 24, at the Art Institute’s Arthur Rubloff Building, hosted more than 200 Atlantic Trust guests and partners....

  We are pleased to announce that Atlantic Trust has been recognized as Best Private Wealth Manager—Overall by Private Asset Management (PAM). The 2016 PAM Awards were announced February 22 at a ceremony in New York. Eight firms were shortlisted for this award.     This is an impressive achievement that offers further evidence of our firm’s commitment to providing the...

  Last week, members of Atlantic Trust’s Wealth Strategies Group participated in the final day-long session of a four-part educational series about family legacy planning. Each session in this series was facilitated by Matthew Wesley, J.D., M.Div., an internationally recognized advisor to business and legacy families and the founder of The Wesley Group.     The purpose of...

  Atlantic Trust was pleased to again sponsor the American College of Trust and Estate Counsel (ACTEC) Summer Meeting. This year’s event took place in Boston, Massachusetts, on June 16–19.     In addition to hosting an exhibit booth, our firm co-sponsored a dinner reception and tour of the John F. Kennedy Presidential Library and Museum on the evening of Saturday, June 18....

  We are pleased to announce that Halsey O. Schreier has joined the team in New York as vice president and a wealth strategist.     In his role as wealth strategist, Halsey will provide high net worth clients with integrated wealth management services, including comprehensive wealth transfer and financial planning solutions, multi-generational legacy planning and fiduciary...

  We are pleased to announce that our Newport Beach, California, office has moved from its former location at MacArthur Court to the city’s upscale Fashion Island shopping area.     The new office, located at 520 Newport Center Drive, provides room for growth as we expand our footprint and deepen our capabilities in Orange County and surrounding areas. The new office not only...

  Atlantic Trust was pleased to host two more installments of its 2016 Investment and Political Outlook Speaker Series event last week in New York and New Jersey. Chief Investment Officer Dave Donabedian and Cook Political Report Editor and Political Analyst David Wasserman took to the stage to offer their insights into the upcoming presidential election and the potential effects of its...

  On the morning of May 20, eight CIBC and Atlantic Trust employees gathered recently on the roof of the Metro Baptist Church in New York’s Hell’s Kitchen neighborhood, in partnership with the United Way of New York City, to volunteer for the Hell’s Kitchen Farm Project.     Together, they helped transform 52 kiddie pools into nearly 1,000 square feet of new plant and...

  My colleague, Bruce Katz, and I recently appeared on the RIA Channel for Forbes Advisor Network to discuss Atlantic Trust’s offerings for multigenerational clients and our service-oriented approach.     During our interview with RIA Channel’s Julie Cooling, we discussed the philosophy behind Atlantic Trust’s investment platform and our emphasis on creating highly customized...

Texas has been at the epicenter of all things energy-related, and the past several years have been challenging and volatile. With this in mind, Atlantic Trust held two luncheons last week in Houston (the energy capital of the U.S.) and Dallas. More than 125 people attended the two events, and the level of interaction was highly sophisticated. Speaking first was Andre Burba, managing director...

  The 2016 presidential primary season is in full swing, and voters continue to ask important questions about the remaining candidates, their views and the potential implications of this election cycle’s outcome on the financial markets and global economic outlook.     To help glean some insights from the latest election developments dominating headlines on both sides of the...

  My colleague, Kent Nossaman, and I were pleased to host Atlantic Trust’s latest G2G (Generation to Generation) Impact event, How to Invest for Social Impact, on April 16 at The Fairmont San Francisco.     The breakfast seminar featured investment speaker R. Paul Herman, CEO and founder of HIP (Human Impact + Profit) Investor, Inc. An internationally recognized expert in the...

  Atlantic Trust was proud to again sponsor the Bayou Bend Garden Party, hosted at the Museum of Fine Arts, Houston, on the evening of April 3.     This is the third year that our firm has sponsored the affair, which is recognized as one of the largest annual events in Houston. Altogether, the Garden Party raised $770,000—the highest amount ever—for the museum.   ...

  We are pleased to announce that Atlantic Trust received two awards at the 2016 Family Wealth Report awards ceremony held on March 10 in New York:                   Leading individual (multi-family office): David L. Donabedian, CFA Multi-family office (client initiative) for the firm’s G2G Impact, Women’s CIRCLE and internal...

  The 2016 presidential race is heating up, giving rise to important questions about the candidates and their views, as well as how the eventual outcome of the election might influence the markets in the U.S. and impact the global economy.     To provide insight on these questions, Atlantic Trust was pleased to host editor and political analyst David Wasserman for an engaging...

  Atlantic Trust and the Art Institute of Chicago brought some much-needed warmth to the Windy City last week with a special viewing of Vincent Van Gogh paintings in the “Van Gogh’s Bedroom” exhibition.     The exclusive event, which took place Wednesday, February 24, at the Art Institute’s Arthur Rubloff Building, hosted more than 200 Atlantic Trust guests and partners....

  We are pleased to announce that Atlantic Trust has been recognized as Best Private Wealth Manager—Overall by Private Asset Management (PAM). The 2016 PAM Awards were announced February 22 at a ceremony in New York. Eight firms were shortlisted for this award.     This is an impressive achievement that offers further evidence of our firm’s commitment to providing the...

  Last week, members of Atlantic Trust’s Wealth Strategies Group participated in the final day-long session of a four-part educational series about family legacy planning. Each session in this series was facilitated by Matthew Wesley, J.D., M.Div., an internationally recognized advisor to business and legacy families and the founder of The Wesley Group.     The purpose of...

  Atlantic Trust was pleased to again sponsor the American College of Trust and Estate Counsel (ACTEC) Summer Meeting. This year’s event took place in Boston, Massachusetts, on June 16–19.     In addition to hosting an exhibit booth, our firm co-sponsored a dinner reception and tour of the John F. Kennedy Presidential Library and Museum on the evening of Saturday, June 18....

  We are pleased to announce that Halsey O. Schreier has joined the team in New York as vice president and a wealth strategist.     In his role as wealth strategist, Halsey will provide high net worth clients with integrated wealth management services, including comprehensive wealth transfer and financial planning solutions, multi-generational legacy planning and fiduciary...

  We are pleased to announce that our Newport Beach, California, office has moved from its former location at MacArthur Court to the city’s upscale Fashion Island shopping area.     The new office, located at 520 Newport Center Drive, provides room for growth as we expand our footprint and deepen our capabilities in Orange County and surrounding areas. The new office not only...

  Atlantic Trust was pleased to host two more installments of its 2016 Investment and Political Outlook Speaker Series event last week in New York and New Jersey. Chief Investment Officer Dave Donabedian and Cook Political Report Editor and Political Analyst David Wasserman took to the stage to offer their insights into the upcoming presidential election and the potential effects of its...

  On the morning of May 20, eight CIBC and Atlantic Trust employees gathered recently on the roof of the Metro Baptist Church in New York’s Hell’s Kitchen neighborhood, in partnership with the United Way of New York City, to volunteer for the Hell’s Kitchen Farm Project.     Together, they helped transform 52 kiddie pools into nearly 1,000 square feet of new plant and...

  My colleague, Bruce Katz, and I recently appeared on the RIA Channel for Forbes Advisor Network to discuss Atlantic Trust’s offerings for multigenerational clients and our service-oriented approach.     During our interview with RIA Channel’s Julie Cooling, we discussed the philosophy behind Atlantic Trust’s investment platform and our emphasis on creating highly customized...

Texas has been at the epicenter of all things energy-related, and the past several years have been challenging and volatile. With this in mind, Atlantic Trust held two luncheons last week in Houston (the energy capital of the U.S.) and Dallas. More than 125 people attended the two events, and the level of interaction was highly sophisticated. Speaking first was Andre Burba, managing director...

  The 2016 presidential primary season is in full swing, and voters continue to ask important questions about the remaining candidates, their views and the potential implications of this election cycle’s outcome on the financial markets and global economic outlook.     To help glean some insights from the latest election developments dominating headlines on both sides of the...

  My colleague, Kent Nossaman, and I were pleased to host Atlantic Trust’s latest G2G (Generation to Generation) Impact event, How to Invest for Social Impact, on April 16 at The Fairmont San Francisco.     The breakfast seminar featured investment speaker R. Paul Herman, CEO and founder of HIP (Human Impact + Profit) Investor, Inc. An internationally recognized expert in the...

  Atlantic Trust was proud to again sponsor the Bayou Bend Garden Party, hosted at the Museum of Fine Arts, Houston, on the evening of April 3.     This is the third year that our firm has sponsored the affair, which is recognized as one of the largest annual events in Houston. Altogether, the Garden Party raised $770,000—the highest amount ever—for the museum.   ...

  We are pleased to announce that Atlantic Trust received two awards at the 2016 Family Wealth Report awards ceremony held on March 10 in New York:                   Leading individual (multi-family office): David L. Donabedian, CFA Multi-family office (client initiative) for the firm’s G2G Impact, Women’s CIRCLE and internal...

  The 2016 presidential race is heating up, giving rise to important questions about the candidates and their views, as well as how the eventual outcome of the election might influence the markets in the U.S. and impact the global economy.     To provide insight on these questions, Atlantic Trust was pleased to host editor and political analyst David Wasserman for an engaging...

  Atlantic Trust and the Art Institute of Chicago brought some much-needed warmth to the Windy City last week with a special viewing of Vincent Van Gogh paintings in the “Van Gogh’s Bedroom” exhibition.     The exclusive event, which took place Wednesday, February 24, at the Art Institute’s Arthur Rubloff Building, hosted more than 200 Atlantic Trust guests and partners....

  We are pleased to announce that Atlantic Trust has been recognized as Best Private Wealth Manager—Overall by Private Asset Management (PAM). The 2016 PAM Awards were announced February 22 at a ceremony in New York. Eight firms were shortlisted for this award.     This is an impressive achievement that offers further evidence of our firm’s commitment to providing the...

  Last week, members of Atlantic Trust’s Wealth Strategies Group participated in the final day-long session of a four-part educational series about family legacy planning. Each session in this series was facilitated by Matthew Wesley, J.D., M.Div., an internationally recognized advisor to business and legacy families and the founder of The Wesley Group.     The purpose of...