I am pleased to announce that we have hired Kishore Setty as senior vice president and relationship manager in New York, Giovanni “Gio” Boccia as vice president and associate relationship manager in Atlanta, Daniel “Dan” Carter as senior vice president and senior relationship manager in Houston and Trevor Hancock as vice president and relationship manager in Denver. In these roles,...

Earlier this month, my colleagues and I had the pleasure of attending the American College of Trust and Estate Counsel (ACTEC)’s 2014 annual meeting in Tucson, AZ. We joined more than 600 trust and estate attorneys specializing in wealth transfer, estate planning, trusts, charitable giving and other areas for an informative and productive week of networking, learning and socializing.   ...

It is my great pleasure to announce that Charlie Fowler, CFP, has joined our Newport Beach office as a vice president.   In his new role, Charlie will work to foster new relationships with high-net-worth clients and strengthen associations with key intermediaries in the Southern California region. Prior to joining Atlantic Trust, he was a vice president in the Private Client Group of...

In late February, members of our New York team and I were pleased to represent Atlantic Trust at the 2014 Private Asset Management (PAM) Awards, accepting awards in the following categories:           Best Private Wealth Manager—New Product (for Atlantic Trust's new hedge fund of funds)             Best Multi-Family...

Our clients come to Atlantic Trust once they already have attained substantial wealth, and it is the firm’s primary job to protect that wealth and grow it over time. To achieve these results, Atlantic Trust has designed a disciplined asset allocation process and a hybrid investment model that combines internal and external investment management.   Once the appropriate asset allocation is...

I am pleased to announce that, for the year ending Dec. 31, 2013, Atlantic Trust achieved a record $24 billion in assets under management (AUM) supported by $1.9 billion in positive net client asset flows. This marks the 27th consecutive quarter of positive net organic growth for the firm.   Atlantic Trust also achieved 99% retention of clients entrusting more than $5 million to Atlantic...

[gallery type="slideshow" ids="228,227,226,222,223,224,225,221,220,219,218,214,215,216,217,213,186,184" orderby="rand"]   Last week, I had the pleasure of attending the 48th Annual Heckerling Institute on Estate Planning held at the Orlando World Center, Marriott Resort & Convention Center in Orlando, FL. As the nation’s largest and most prestigious conference for estate planners,...

It was a strong year for Atlantic Trust on a number of fronts and we are pleased to start 2014 as part of CIBC. We believe we found the right, long-term fit for Atlantic Trust with CIBC, will enable us to invest in our business based on what clients need and want. Not only is CIBC a highly reputable, financially stable 150-year-old firm, they are committed to helping us create the most...

  I am pleased to announce that we have hired Kishore Setty as senior vice president and relationship manager in New York, Giovanni “Gio” Boccia as vice president and associate relationship manager in Atlanta, Daniel “Dan” Carter as senior vice president and senior relationship manager in Houston and Trevor Hancock as vice president and relationship manager in Denver. In these roles,...

Earlier this month, my colleagues and I had the pleasure of attending the American College of Trust and Estate Counsel (ACTEC)’s 2014 annual meeting in Tucson, AZ. We joined more than 600 trust and estate attorneys specializing in wealth transfer, estate planning, trusts, charitable giving and other areas for an informative and productive week of networking, learning and socializing.   ...

It is my great pleasure to announce that Charlie Fowler, CFP, has joined our Newport Beach office as a vice president.   In his new role, Charlie will work to foster new relationships with high-net-worth clients and strengthen associations with key intermediaries in the Southern California region. Prior to joining Atlantic Trust, he was a vice president in the Private Client Group of...

In late February, members of our New York team and I were pleased to represent Atlantic Trust at the 2014 Private Asset Management (PAM) Awards, accepting awards in the following categories:           Best Private Wealth Manager—New Product (for Atlantic Trust's new hedge fund of funds)             Best Multi-Family...

Our clients come to Atlantic Trust once they already have attained substantial wealth, and it is the firm’s primary job to protect that wealth and grow it over time. To achieve these results, Atlantic Trust has designed a disciplined asset allocation process and a hybrid investment model that combines internal and external investment management.   Once the appropriate asset allocation is...

I am pleased to announce that, for the year ending Dec. 31, 2013, Atlantic Trust achieved a record $24 billion in assets under management (AUM) supported by $1.9 billion in positive net client asset flows. This marks the 27th consecutive quarter of positive net organic growth for the firm.   Atlantic Trust also achieved 99% retention of clients entrusting more than $5 million to Atlantic...

[gallery type="slideshow" ids="228,227,226,222,223,224,225,221,220,219,218,214,215,216,217,213,186,184" orderby="rand"]   Last week, I had the pleasure of attending the 48th Annual Heckerling Institute on Estate Planning held at the Orlando World Center, Marriott Resort & Convention Center in Orlando, FL. As the nation’s largest and most prestigious conference for estate planners,...

It was a strong year for Atlantic Trust on a number of fronts and we are pleased to start 2014 as part of CIBC. We believe we found the right, long-term fit for Atlantic Trust with CIBC, will enable us to invest in our business based on what clients need and want. Not only is CIBC a highly reputable, financially stable 150-year-old firm, they are committed to helping us create the most...

  I am pleased to announce that we have hired Kishore Setty as senior vice president and relationship manager in New York, Giovanni “Gio” Boccia as vice president and associate relationship manager in Atlanta, Daniel “Dan” Carter as senior vice president and senior relationship manager in Houston and Trevor Hancock as vice president and relationship manager in Denver. In these roles,...

Earlier this month, my colleagues and I had the pleasure of attending the American College of Trust and Estate Counsel (ACTEC)’s 2014 annual meeting in Tucson, AZ. We joined more than 600 trust and estate attorneys specializing in wealth transfer, estate planning, trusts, charitable giving and other areas for an informative and productive week of networking, learning and socializing.   ...

It is my great pleasure to announce that Charlie Fowler, CFP, has joined our Newport Beach office as a vice president.   In his new role, Charlie will work to foster new relationships with high-net-worth clients and strengthen associations with key intermediaries in the Southern California region. Prior to joining Atlantic Trust, he was a vice president in the Private Client Group of...

In late February, members of our New York team and I were pleased to represent Atlantic Trust at the 2014 Private Asset Management (PAM) Awards, accepting awards in the following categories:           Best Private Wealth Manager—New Product (for Atlantic Trust's new hedge fund of funds)             Best Multi-Family...

Our clients come to Atlantic Trust once they already have attained substantial wealth, and it is the firm’s primary job to protect that wealth and grow it over time. To achieve these results, Atlantic Trust has designed a disciplined asset allocation process and a hybrid investment model that combines internal and external investment management.   Once the appropriate asset allocation is...

I am pleased to announce that, for the year ending Dec. 31, 2013, Atlantic Trust achieved a record $24 billion in assets under management (AUM) supported by $1.9 billion in positive net client asset flows. This marks the 27th consecutive quarter of positive net organic growth for the firm.   Atlantic Trust also achieved 99% retention of clients entrusting more than $5 million to Atlantic...

[gallery type="slideshow" ids="228,227,226,222,223,224,225,221,220,219,218,214,215,216,217,213,186,184" orderby="rand"]   Last week, I had the pleasure of attending the 48th Annual Heckerling Institute on Estate Planning held at the Orlando World Center, Marriott Resort & Convention Center in Orlando, FL. As the nation’s largest and most prestigious conference for estate planners,...

It was a strong year for Atlantic Trust on a number of fronts and we are pleased to start 2014 as part of CIBC. We believe we found the right, long-term fit for Atlantic Trust with CIBC, will enable us to invest in our business based on what clients need and want. Not only is CIBC a highly reputable, financially stable 150-year-old firm, they are committed to helping us create the most...

  I am pleased to announce that we have hired Kishore Setty as senior vice president and relationship manager in New York, Giovanni “Gio” Boccia as vice president and associate relationship manager in Atlanta, Daniel “Dan” Carter as senior vice president and senior relationship manager in Houston and Trevor Hancock as vice president and relationship manager in Denver. In these roles,...

Earlier this month, my colleagues and I had the pleasure of attending the American College of Trust and Estate Counsel (ACTEC)’s 2014 annual meeting in Tucson, AZ. We joined more than 600 trust and estate attorneys specializing in wealth transfer, estate planning, trusts, charitable giving and other areas for an informative and productive week of networking, learning and socializing.   ...

It is my great pleasure to announce that Charlie Fowler, CFP, has joined our Newport Beach office as a vice president.   In his new role, Charlie will work to foster new relationships with high-net-worth clients and strengthen associations with key intermediaries in the Southern California region. Prior to joining Atlantic Trust, he was a vice president in the Private Client Group of...

In late February, members of our New York team and I were pleased to represent Atlantic Trust at the 2014 Private Asset Management (PAM) Awards, accepting awards in the following categories:           Best Private Wealth Manager—New Product (for Atlantic Trust's new hedge fund of funds)             Best Multi-Family...

Our clients come to Atlantic Trust once they already have attained substantial wealth, and it is the firm’s primary job to protect that wealth and grow it over time. To achieve these results, Atlantic Trust has designed a disciplined asset allocation process and a hybrid investment model that combines internal and external investment management.   Once the appropriate asset allocation is...

I am pleased to announce that, for the year ending Dec. 31, 2013, Atlantic Trust achieved a record $24 billion in assets under management (AUM) supported by $1.9 billion in positive net client asset flows. This marks the 27th consecutive quarter of positive net organic growth for the firm.   Atlantic Trust also achieved 99% retention of clients entrusting more than $5 million to Atlantic...

[gallery type="slideshow" ids="228,227,226,222,223,224,225,221,220,219,218,214,215,216,217,213,186,184" orderby="rand"]   Last week, I had the pleasure of attending the 48th Annual Heckerling Institute on Estate Planning held at the Orlando World Center, Marriott Resort & Convention Center in Orlando, FL. As the nation’s largest and most prestigious conference for estate planners,...

It was a strong year for Atlantic Trust on a number of fronts and we are pleased to start 2014 as part of CIBC. We believe we found the right, long-term fit for Atlantic Trust with CIBC, will enable us to invest in our business based on what clients need and want. Not only is CIBC a highly reputable, financially stable 150-year-old firm, they are committed to helping us create the most...

  I am pleased to announce that we have hired Kishore Setty as senior vice president and relationship manager in New York, Giovanni “Gio” Boccia as vice president and associate relationship manager in Atlanta, Daniel “Dan” Carter as senior vice president and senior relationship manager in Houston and Trevor Hancock as vice president and relationship manager in Denver. In these roles,...

Earlier this month, my colleagues and I had the pleasure of attending the American College of Trust and Estate Counsel (ACTEC)’s 2014 annual meeting in Tucson, AZ. We joined more than 600 trust and estate attorneys specializing in wealth transfer, estate planning, trusts, charitable giving and other areas for an informative and productive week of networking, learning and socializing.   ...

It is my great pleasure to announce that Charlie Fowler, CFP, has joined our Newport Beach office as a vice president.   In his new role, Charlie will work to foster new relationships with high-net-worth clients and strengthen associations with key intermediaries in the Southern California region. Prior to joining Atlantic Trust, he was a vice president in the Private Client Group of...

In late February, members of our New York team and I were pleased to represent Atlantic Trust at the 2014 Private Asset Management (PAM) Awards, accepting awards in the following categories:           Best Private Wealth Manager—New Product (for Atlantic Trust's new hedge fund of funds)             Best Multi-Family...

Our clients come to Atlantic Trust once they already have attained substantial wealth, and it is the firm’s primary job to protect that wealth and grow it over time. To achieve these results, Atlantic Trust has designed a disciplined asset allocation process and a hybrid investment model that combines internal and external investment management.   Once the appropriate asset allocation is...

I am pleased to announce that, for the year ending Dec. 31, 2013, Atlantic Trust achieved a record $24 billion in assets under management (AUM) supported by $1.9 billion in positive net client asset flows. This marks the 27th consecutive quarter of positive net organic growth for the firm.   Atlantic Trust also achieved 99% retention of clients entrusting more than $5 million to Atlantic...

[gallery type="slideshow" ids="228,227,226,222,223,224,225,221,220,219,218,214,215,216,217,213,186,184" orderby="rand"]   Last week, I had the pleasure of attending the 48th Annual Heckerling Institute on Estate Planning held at the Orlando World Center, Marriott Resort & Convention Center in Orlando, FL. As the nation’s largest and most prestigious conference for estate planners,...

It was a strong year for Atlantic Trust on a number of fronts and we are pleased to start 2014 as part of CIBC. We believe we found the right, long-term fit for Atlantic Trust with CIBC, will enable us to invest in our business based on what clients need and want. Not only is CIBC a highly reputable, financially stable 150-year-old firm, they are committed to helping us create the most...

  I am pleased to announce that we have hired Kishore Setty as senior vice president and relationship manager in New York, Giovanni “Gio” Boccia as vice president and associate relationship manager in Atlanta, Daniel “Dan” Carter as senior vice president and senior relationship manager in Houston and Trevor Hancock as vice president and relationship manager in Denver. In these roles,...

Earlier this month, my colleagues and I had the pleasure of attending the American College of Trust and Estate Counsel (ACTEC)’s 2014 annual meeting in Tucson, AZ. We joined more than 600 trust and estate attorneys specializing in wealth transfer, estate planning, trusts, charitable giving and other areas for an informative and productive week of networking, learning and socializing.   ...

It is my great pleasure to announce that Charlie Fowler, CFP, has joined our Newport Beach office as a vice president.   In his new role, Charlie will work to foster new relationships with high-net-worth clients and strengthen associations with key intermediaries in the Southern California region. Prior to joining Atlantic Trust, he was a vice president in the Private Client Group of...

In late February, members of our New York team and I were pleased to represent Atlantic Trust at the 2014 Private Asset Management (PAM) Awards, accepting awards in the following categories:           Best Private Wealth Manager—New Product (for Atlantic Trust's new hedge fund of funds)             Best Multi-Family...

Our clients come to Atlantic Trust once they already have attained substantial wealth, and it is the firm’s primary job to protect that wealth and grow it over time. To achieve these results, Atlantic Trust has designed a disciplined asset allocation process and a hybrid investment model that combines internal and external investment management.   Once the appropriate asset allocation is...

I am pleased to announce that, for the year ending Dec. 31, 2013, Atlantic Trust achieved a record $24 billion in assets under management (AUM) supported by $1.9 billion in positive net client asset flows. This marks the 27th consecutive quarter of positive net organic growth for the firm.   Atlantic Trust also achieved 99% retention of clients entrusting more than $5 million to Atlantic...

[gallery type="slideshow" ids="228,227,226,222,223,224,225,221,220,219,218,214,215,216,217,213,186,184" orderby="rand"]   Last week, I had the pleasure of attending the 48th Annual Heckerling Institute on Estate Planning held at the Orlando World Center, Marriott Resort & Convention Center in Orlando, FL. As the nation’s largest and most prestigious conference for estate planners,...

It was a strong year for Atlantic Trust on a number of fronts and we are pleased to start 2014 as part of CIBC. We believe we found the right, long-term fit for Atlantic Trust with CIBC, will enable us to invest in our business based on what clients need and want. Not only is CIBC a highly reputable, financially stable 150-year-old firm, they are committed to helping us create the most...

  I am pleased to announce that we have hired Kishore Setty as senior vice president and relationship manager in New York, Giovanni “Gio” Boccia as vice president and associate relationship manager in Atlanta, Daniel “Dan” Carter as senior vice president and senior relationship manager in Houston and Trevor Hancock as vice president and relationship manager in Denver. In these roles,...

Earlier this month, my colleagues and I had the pleasure of attending the American College of Trust and Estate Counsel (ACTEC)’s 2014 annual meeting in Tucson, AZ. We joined more than 600 trust and estate attorneys specializing in wealth transfer, estate planning, trusts, charitable giving and other areas for an informative and productive week of networking, learning and socializing.   ...

It is my great pleasure to announce that Charlie Fowler, CFP, has joined our Newport Beach office as a vice president.   In his new role, Charlie will work to foster new relationships with high-net-worth clients and strengthen associations with key intermediaries in the Southern California region. Prior to joining Atlantic Trust, he was a vice president in the Private Client Group of...

In late February, members of our New York team and I were pleased to represent Atlantic Trust at the 2014 Private Asset Management (PAM) Awards, accepting awards in the following categories:           Best Private Wealth Manager—New Product (for Atlantic Trust's new hedge fund of funds)             Best Multi-Family...

Our clients come to Atlantic Trust once they already have attained substantial wealth, and it is the firm’s primary job to protect that wealth and grow it over time. To achieve these results, Atlantic Trust has designed a disciplined asset allocation process and a hybrid investment model that combines internal and external investment management.   Once the appropriate asset allocation is...

I am pleased to announce that, for the year ending Dec. 31, 2013, Atlantic Trust achieved a record $24 billion in assets under management (AUM) supported by $1.9 billion in positive net client asset flows. This marks the 27th consecutive quarter of positive net organic growth for the firm.   Atlantic Trust also achieved 99% retention of clients entrusting more than $5 million to Atlantic...

[gallery type="slideshow" ids="228,227,226,222,223,224,225,221,220,219,218,214,215,216,217,213,186,184" orderby="rand"]   Last week, I had the pleasure of attending the 48th Annual Heckerling Institute on Estate Planning held at the Orlando World Center, Marriott Resort & Convention Center in Orlando, FL. As the nation’s largest and most prestigious conference for estate planners,...

It was a strong year for Atlantic Trust on a number of fronts and we are pleased to start 2014 as part of CIBC. We believe we found the right, long-term fit for Atlantic Trust with CIBC, will enable us to invest in our business based on what clients need and want. Not only is CIBC a highly reputable, financially stable 150-year-old firm, they are committed to helping us create the most...