Wealth Strategies

The Family Business: Answering the “What Next?” Question

Judy Saxe, AEP®, CAP®
May 05, 2016

  After someone has invested years of effort into starting and nurturing a successful business, it is only natural to contemplate the future of that business.     The question “What next?” is not an easy one to answer; it requires serious thought and planning, and often boils down to one of the following options:         ...

What You Need to Know Before Investing in Mutual Funds

Kyle Marotta, CFP®
May 03, 2016

  For many first-time investors, purchasing individual stocks and bonds might appear to be the most straightforward entry point into the market. But increasingly, millennials are also showing interest in mutual funds.     Citing data earlier this year from the Investment Company Institute (ICI), a global association of regulated funds, CNBC reported that the median...
The Connection

A Look Inside the Green Book: The President’s Budget Proposals

Josh Miller, CFP®
April 29, 2016

  This year, the administration has put forth tax proposals that may change the current law. We earlier provided a summary of last year’s proposals, which can be found here . Below is a summary of the fiscal year 2017 Revenue Proposals submitted by the Obama administration that would affect individual taxpayers and future estate and tax planning strategies:     ...

Investment Fundamentals: What Are the Traits of a Good Investor?

Susan Farris, CFA
April 28, 2016

Women in the U.S. control 51% of investable assets—or $14 trillion—and are expected to control $22 trillion by 2020, according to the BMO Wealth Institute. Women are the primary breadwinners in 4 in 10 American households with children under 18, and many will become the primary decision makers with respect to finances, as many women inherit twice: once from their parents and once by...

Podcast: What Is Sustainable Investing, Really?

John Tennaro, CIMA®
April 27, 2016

  We all want to make responsible decisions with our money, but are we taking responsibility for the impact our money has on the world around us? One investing approach that has gained popularity in recent years—sustainable investing—allows us to achieve both of these objectives by marrying financial goals with societal ones.     Interest in sustainable investing is...
Firm News

G2G Impact: Investing for Social Impact

Wanda Colburn
April 26, 2016

  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...
Wealth Strategies

Beyond Insurance: Advanced Asset Protection Strategies

Kim Dwyer
April 14, 2016

  Whether you’ve built your wealth from the ground up or inherited it, taking certain precautionary measures beyond insurance is important in order to protect your assets. This is becoming more critical for women, who are increasingly likely to be the main breadwinners in households—approximately one out of five wives now earn more than their husbands, according to a CBS News article ...
Wealth Strategies

Protecting Elderly Family Members from Financial Exploitation

Paulina Mejia
April 13, 2016

In an earlier blog post , we discussed some of the implications and challenges associated with aging. In today’s post, we continue the conversation by taking a look at another dimension of this important topic—in particular, warning signs concerning financial manipulation of the elderly.   If you have elderly family members, you might have watched with horror as news stories have...
Firm News

Atlantic Trust Sponsors Houston's Bayou Bend Garden Party

Scott Caven
April 07, 2016

  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. ...
Wealth Strategies

The Financial Challenges of Parenthood

Chris Lombardo, CFA
April 05, 2016

  Having a child is an exciting stage in a family’s life. Of course, as is the case with any transition, there are certain worries that accompany these important milestones, particularly around finances.     Naturally, we all want our children to grow up in a stable world—one in which they are physically safe, emotionally nurtured and financially secure. But in the...
Women's CIRCLE

Women's CIRCLE: Developing a Philanthropic Legacy

Ryan Christine Coulson
March 31, 2016

  Last week, Atlantic Trust was pleased to host its first Women’s CIRCLE event of 2016 at One Market in San Francisco for an engaging discussion about philanthropy, fundraising and legacy.     Following a brief cocktail reception, I was delighted to welcome Ms. Eileen Murphy, senior director of university development for the University of California, San Francisco...
Wealth Strategies

3 Documents You Need for Your Parents and College-Age Children

Dianne Savastano
March 30, 2016

  Members of the baby-boom generation find ourselves managing our own healthcare needs along with those of our aging parents and our maturing children. This blog post discusses documents you should have in place to help make the process of managing the healthcare needs of others more streamlined and less frustrating.           ...
G2G Impact

Pay Down Debt or Save for Retirement?

Katie Bullen, CTFA
March 29, 2016

  It’s a catch-22 for many millennials beginning their careers or preparing for life’s other major milestones: Should you direct your financial resources toward paying down long-standing debts or adding to your retirement savings? Like many people, you may feel torn between the two.     As is the case with most financial questions, the answer will depend heavily on...
Women's CIRCLE

Millennial Women and Money, Part IV: Making a Difference

Melissa Donohue
March 24, 2016

  One of most rewarding things about having wealth is the opportunities it provides to help others and make a difference in the world. With careful planning and strategy, you can focus your philanthropic or charitable efforts on the causes that are most important to you, while also building out a balanced wealth plan for yourself and future generations.     To that...
Wealth Strategies

Aging, Cognition and Capacity: Caring for Aging Family Members

Paulina Mejia
March 23, 2016

  Whether you reside hundreds of miles away from your loved ones or just around the corner, you may find yourself at some point having to take on more responsibilities on their behalf as they age.     Many of our clients are dealing with aging parent issues, including the early signs of dementia. In addition, we have aging clients who want to make sure that we as a...