Wealth Strategies
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.
Wealth Strategies
Substantial wealth ownership often brings complexity, yet we have found a way to demystify the process and to simplify and organize your wealth plan. Atlantic Trust's wealth strategies method is both a process and a tool, which we call a "financial and estate planning guide," customized based on your level of need.
The guide begins with your family tree and assesses all aspects of your wealth, including the following, as relevant:
- Assets—how the family wealth is owned
- Income and retirement—current and projected cash flow and expenses
- Wealth transfer—summaries of estate planning documents and flow charts of asset distribution
- Risk and protection—life, property and liability insurance
- Document inventory—location of all critical documents
This guide presents a picture of your family wealth plan, which is an extremely valuable tool for a surviving spouse, adult children and other advisors. Yet it's much more than that—it's a process that helps you understand what you have in place and where changes are needed to make the plan reflect the picture you have in mind.
We use this guide as a roadmap, and working with your other advisors—accountants and attorneys—we move your plan from where it is today to where you want it to be in the future.
Basic Estate and Gift Planning
Advisor to Wealth Strategies Linda Beerman guides clients through various planning strategies that can help avoid taxation on transfers of their wealth to their families.
Why Atlantic Trust as a Trustee?
Our high fiduciary standards and experience set us apart.