Wealth Strategies

Four Ways to Make Your Charitable Gifts More Effective

Barry Berlin, CFA
2014-08-06 14:23:00.0

When it comes to charitable giving, choosing the right cause can be a difficult—and personal—decision to make. Even for those who have a preferred recipient in mind, thinking about how to give strategically can be just as challenging.   The truth is that strategic philanthropy—similar to intentional asset allocation—requires as much of a donor’s brain as it does his or her bank...
Firm News

Atlantic Trust recognized as a Top U.S. Wealth Management Firm

Jack Markwalter
2014-07-30 12:53:00.0

We are pleased to announce that Atlantic Trust has been recognized as one of the top U.S. wealth management firms in the 2014 Luxury Brand Status Index™ (LBSI) Wealth Management survey! This independent research validates our dedication to serving as a trusted advisor to our clients and their families. Atlantic Trust is committed to providing investment excellence along with the highest...
Firm News

Atlantic Trust Adds Senior Hire in Boston

Jack Markwalter
2014-07-23 12:54:00.0

I am pleased to welcome Susan E. Farris, CFA , to our Atlantic Trust team as a managing director and senior relationship manager, in our Boston office.   Susan Farris brings more than 18 years of experience helping high net worth families achieve their wealth management objectives.  Prior to joining Atlantic Trust, she was a managing director for seven years with Windhaven...
Wealth Strategies

Long-Term Care Insurance as Part of Your Retirement Plan

Cathy Schnaubelt
2014-07-16 18:32:00.0

One of our biggest fears as we age is becoming a burden to loved ones if we become incapable of living independently. Many boomers have helped care for their own parents and know firsthand how emotionally and financially draining long-term care can be. That’s why you may want to consider long-term care insurance as part of your retirement planning. Long-term care insurance is not the same...
Wealth Strategies

Four Ways To Make Tax-Efficient Gifts to Children & Grandchildren

Linda Beerman
2014-07-09 12:05:00.0

At Atlantic Trust, we often receive questions from grandparents who want to provide a financial cushion for their grandchildren in the future. But lately, these clients have been calling with a more pressing concern: How can they assist their adult children who are overwhelmed by the high costs of raising children? As the mother of two adult children, I know from experience that the costs...
Firm News

Trending Upward

Jack Markwalter
2014-07-02 13:49:00.0

The year has been an excellent one so far: Atlantic Trust’s growth continues, with assets under management reaching $24.4 billion—an increase of $409.9 million, calendar year-to-date—including reaching a milestone of 7 years of consecutive quarters of positive net cash flows through April 30, 2014. A strong client retention rate—99% over the past year for clients with more than $5 million in...
Firm News

Atlantic Trust Hosts Clients and Friends At National Event Series

Jack Markwalter
2014-06-18 12:51:00.0

It’s important to our Atlantic Trust management team to stay connected to our clients and give them access to the best thinking of experts both inside and outside of our firm. We commit significant time and resources to traveling across the country each year and hosting events on topics that address timely, relevant concerns for our clients and referral sources.    ...
Firm News

Navigating a Mature Bull Market

Dave Donabedian, CFA
2014-06-11 19:21:00.0

As the S&P 500 reached progressive new highs, stoked by unconventional monetary stimulus and with evident pockets of valuation excess, many have asked the question, “Are we in another bubble?”   Our response is no , but this question is always a wise one to ask. Overall market valuations are middling relative to the long-term average, and interest rates remain well below...
Firm News

Atlantic Trust’s Boston Office Supports Best Buddies

Lisa Garcia
2014-06-11 12:24:00.0

A team of eight hardy Atlantic Trust colleagues from the Boston office participated in the Best Buddies Challenge, a ride, run or walk charity event supporting Best Buddies, an international organization that creates opportunities for friendships, integrated employment and leadership development for individuals with intellectual and developmental disabilities. This year’s event was held...
Firm News

Exciting New Hires in Our Chicago and Denver Offices

Jack Markwalter
2014-05-28 12:30:00.0

  We are very pleased to announce that a new senior relationship management team has joined our Chicago office— David M. Butts, CFP®  as managing director and senior relationship manager and Michael D. Zeier as vice president and associate relationship manager. These hires are part of our ongoing, firm-wide initiative to attract respected industry professionals to our team. ...
Wealth Strategies

Legacy Planning, Part III: Bringing Philanthropy Into the Family

Linda Beerman
2014-05-21 12:47:00.0

This is the third and final installment of our three-part series on family legacy planning. In Part I, we examined how your family’s values, history and long-term goals can help shape your legacy over time and discussed the importance of looking at wealth holistically, rather than exclusively in terms of the physical assets. In Part II, we looked at some of the ways to bring your family’s...
Wealth Strategies

Legacy Planning, Part II: Telling the Family Story

Linda Beerman
2014-05-14 13:40:00.0

This is Part II of our three-part series on family legacy planning.  In Part I, we discussed the importance of looking at wealth holistically, rather than exclusively in terms of the physical assets. In Part II, we will look at some of the ways to bring your family’s vision to life. While vision is critical as a touchstone, legacy planning tools such as ethical wills, let­ters to trustees...
Wealth Strategies

Legacy Planning, Part I: Looking Beyond the Assets

Linda Beerman
2014-05-14 12:35:00.0

Family legacy planning is an opportunity to define, reflect on and express what wealth really means to the family. For most families, this process involves identifying the core values that make the family who it is. For some, it is an opportunity to groom the family’s future leaders. If done well, for all families, it may be what makes estate planning’s legal and tax provisions understandable...
Firm News

Remembering the Heroes of Boston

Sid Queler
2014-05-07 12:35:00.0

Last month, the Board of Overseers at the Beth Israel Deaconess Medical Center (BIDMC) sponsored an event in remembranceof the first anniversary of the 2013 Boston Marathon bombings, as well as the heroic actions of the BIDMC response team in the traumatic events that followed. As chair of the Board of Overseers, it was my honor to deliver the introductory remarks for what proved to be an...
Investments

Don’t Mistake Extremes in the Market for the Market Itself

Sid Nargundkar, CFA
2014-04-30 19:34:00.0

High-multiple stocks in cloud computing and social media have fallen meaningfully from their recent peaks in an ongoing rotation to value. There had been some indications of speculative market behavior—for example, extremely high acquisition prices for private companies based primarily on non-financial metrics, and the sum total of consensus revenue estimates for individual social media...