08.06.2015: Include Digital Assets and Accounts in Estate Planning Discussions, Says Atlantic Trust. (PDF)
Digital planning ensures secure fiduciary access to online assets, including medical records, in the event of the death of a family member.
07.20.2015: Choose a Trustee That Combines Experience With Empathy, Says Atlantic Trust. (PDF)
Serving as a trustee requires technical talent, sound judgment, discretion, integrity, objectivity and the ability to work with all of the beneficiaries involved.
06.16.2015: Atlantic Trust Launches Women's CIRCLE Program. (PDF)
Atlantic Trust recently launched CIRCLE (Centered on Investments, Relationships, Community, Legacy and Enterprise), a financial literacy program for women.
06.02.2015: Atlantic Trust Announces New Senior Hires and Appointments in Texas and California. (PDF)
Atlantic Trust announced two team additions and two appointments that will enhance the client experience and drive growth in its Texas and California offices.
05.19.2015: Atlantic Trust’s Linda Beerman Named One of the 50 Most Influential Women in U.S. Private Wealth. (PDF)
The 50 women selected for this honor were chosen based on a combination of peer recommendations, the level of responsibility they hold in their current and previous roles, and any other significant impacts they have had on the industry.
05.14.2015: Preparation for Aging-Related Issues Begins Before Retirement, Says Atlantic Trust. (PDF)
Caregiving for an elderly parent while ensuring their own financial and medical security a key concern for Baby Boomers approaching their retirement years.
05.07.2015: Proactive Online Reputation Management Hinges on Proper Due Diligence, Says Atlantic Trust. (PDF)
Reputation risk management becoming increasingly important in the online business world.
04.07.2015: Atlantic Trust Opens Florida Office. (PDF)
New West Palm Beach office serves high net worth clients throughout Florida.
03.26.2015: Vigilance, Awareness Key to Financial Self-Defense Online, Says Atlantic Trust. (PDF)
An effective asset protection plan anticipates more than market volatility.
03.19.2015: Effective Retirement Planning Begins Early in Life, Says Atlantic Trust. (PDF)
Atlantic Trust experts recommend that retirement-minded individuals reflect on key considerations for estimating future financial needs.
03.18.2015: Atlantic Trust Receives National Recognition at Family Wealth Report Awards. (PDF)
Atlantic Trust’s high net worth family and legacy wealth management planning expertise recognized with national “Best Multi-Family Office” award.
02.26.2015: Grantor Trusts Can Be an Effective Way to Optimize Lifetime Exemptions, Says Atlantic Trust. (PDF)
By reducing taxable estate assets, families can protect and pass on more to future generations.
02.19.2015: Atlantic Trust: Upbeat Economic Outlook for U.S. Economy in 2015. (PDF)
Resulting boost to consumer incomes from lower oil prices will likely be greater than any federal tax cut ever enacted.
02.12.2015: Estate Planning With Legal Entities Requires Strategic Planning, Says Atlantic Trust. (PDF)
These strategies are often a significant part of the complexities of wealth management for the benefit of multiple generations.
02.05.2015: Prenuptial Agreements Play Important Role in Asset Protection, Says Atlantic Trust. (PDF)
Even in a new marriage, wealth protection is a complex and valid concern for families.
02.04.2015: Atlantic Trust Recognized for Excellence in Investments for Fourth Straight Year. (PDF)
Firm named Best Multi-Family Office -Overall - New Product by Private Asset Management magazine.
01.29.2015: Protect Against Surprise Costs Later in Life With Long-Term Care Insurance Now, Says Atlantic Trust. (PDF)
Reduce the emotional and financial strain of caring for loved ones with coverage that pays for more advanced care in old age.
01.22.2015: Timing Matters When Withdrawing Social Security Benefits, Says Atlantic Trust. (PDF)
Taking retirement benefits sooner or later depends a lot on your health, lifestyle and financial needs and resources.
01.15.2015: Family Dynamics Can Matter Just as Much as Tax Efficiency When Gifting Real Estate: Atlantic Trust. (PDF)
Beware of the emotional landmines that can go along with transferring property.
01.08.2015: Move to Florida for Warm Weather, Better Tax Conditions. (PDF)
For those looking to relocate, establishing domicile in the Sunshine State is paramount.
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