Family Office Services
A Personalized Process
How Do We Make It All About You?
To be successful, any wealth management solution needs to be centered on you and your family. It should begin with what you need, not what we have to offer. We believe your long-term goals can only be met through an integrated approach, one that incorporates all of your investment, financial, legal, accounting and other relevant considerations.
Explore our framework for wealth management by clicking on the arrow below or on the circles on the graphic.
Family Office Services
Atlantic Trust's personalized, integrated approach enables us to design our services specifically to meet the needs of each client.
All of our clients come to us for investment management, and many take advantage of our wealth strategies expertise. For ultra-affluent, multi- generational families, we provide a suite of "family office" services to address a comprehensive range of financial questions and issues that may arise.
The primary benefits of a multi-family office for an ultra-affluent family are increased effectiveness of its wealth management and a sustainable way to ensure generational unity.
In a Word: HELP!
For some ultra-wealthy clients, our role includes helping a family take care of the things they might otherwise do on their own if they weren't so busy, including handling expenses, negotiating purchases and securing an attractive mortgage.
Also, clients may need true "concierge" services—research on leasing aircraft, oversight of property and household staff management or a detailed plan for donating an art collection. Our client service teams can facilitate outsourcing these needs.
Serving Multi-Generational Families
A center for stability, technical expertise and family leadership.