Wealth Strategies

Legacy Planning, Part II: Telling the Family Story

Linda Beerman
May 14, 2014

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
May 14, 2014

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
May 07, 2014

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
April 30, 2014

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...
Investments

Healthcare Stocks: Focus On Fundamentals

Cathy Becker, CFA
April 30, 2014

The biotech market had a huge run in 2013, with the biotech component of the S&P 500 up 75% and the Russell Mid-Cap Growth biotech component up over 50%. The run began based on positive fundamentals, as there was good news on the late-stage clinical development front, exciting early clinical progress, a fairly accommodative FDA and re-emergence of M&A activity in the space. As...
Investments

Economy and Markets: What to Watch

Dave Donabedian, CFA
April 23, 2014

The U.S. economy is strengthening...   For the year as a whole, we forecast a solid advance, with real GDP growth near 3%. Catalysts should be:                   Consumer/Housing : record household wealth and accelerating disposabe income gains Government : less fiscal drag from D.C.;...
Firm News

Attracting More Talent as Our Business Grows

Jack Markwalter
April 16, 2014

  I am pleased to announce that we have hired Kishore Setty as senior vice president and relationship manager in New York, Giovanni “Gio” Boccia as vice president and associate relationship manager in Atlanta, Daniel “Dan” Carter as senior vice president and senior relationship manager in Houston and Trevor Hancock as vice president and relationship manager in Denver. In these...
Investments

Investment Strategy Update: Europe, China and Geopolitics

Dave Donabedian, CFA
March 26, 2014

So far, 2014 has certainly met our expectation of “less return, more volatility” compared with last year. But in many ways, the short-term challenges facing the U.S. seem relatively tame compared to a variety of big macro issues in other parts of the world. As we approach the end of the first quarter, it is a good time to review the underpinnings of our outlook for the full year.   ...
Firm News

Atlantic Trust Team Members Head to Tucson for ACTEC 2014

Paulina Mejia
March 19, 2014

Earlier this month, my colleagues and I had the pleasure of attending the American College of Trust and Estate Counsel (ACTEC)’s 2014 annual meeting in Tucson, AZ. We joined more than 600 trust and estate attorneys specializing in wealth transfer, estate planning, trusts, charitable giving and other areas for an informative and productive week of networking, learning and socializing. ...
Firm News

Atlantic Trust Adds Charlie Fowler to Newport Beach Office

Jack Markwalter
March 12, 2014

It is my great pleasure to announce that Charlie Fowler, CFP, has joined our Newport Beach office as a vice president.   In his new role, Charlie will work to foster new relationships with high-net-worth clients and strengthen associations with key intermediaries in the Southern California region. Prior to joining Atlantic Trust, he was a vice president in the Private Client...
Firm News

Atlantic Trust Recognized by Private Asset Management (PAM)

Eric Propper, CFA
March 05, 2014

In late February, members of our New York team and I were pleased to represent Atlantic Trust at the 2014 Private Asset Management (PAM) Awards , accepting awards in the following categories:           Best Private Wealth Manager —New Product (for Atlantic Trust's new hedge fund of funds)           ...
Firm News

Accessing Global Investment Expertise

Dave Donabedian, CFA
February 19, 2014

Our clients come to Atlantic Trust once they already have attained substantial wealth, and it is the firm’s primary job to protect that wealth and grow it over time. To achieve these results, Atlantic Trust has designed a disciplined asset allocation process and a hybrid investment model that combines internal and external investment management.   Once the appropriate asset...
Firm News

Firm Growth: Record $24B AUM, 27 Consecutive Quarters Growth

Jack Markwalter
February 12, 2014

I am pleased to announce that, for the year ending Dec. 31, 2013, Atlantic Trust achieved a record $24 billion in assets under management (AUM) supported by $1.9 billion in positive net client asset flows. This marks the 27th consecutive quarter of positive net organic growth for the firm.   Atlantic Trust also achieved 99% retention of clients entrusting more than $5 million to...
Wealth Strategies

Choosing the Best Giving Vehicle

Linda Beerman
January 29, 2014

When it comes to charitable planning, our clients often ask, “What is the best way to give?” While cash gifts are the most direct way, they are not the only way to support your favorite cause.   In fact, you might be interested in the additional benefits that can be achieved with a structured giving vehicle, such as the long-term convenience of a donor-advised fund , the control...
Firm News

Atlantic Trust team heads to annual Heckerling Institute in Orlando

Linda Beerman
January 22, 2014

[gallery type="slideshow" ids="228,227,226,222,223,224,225,221,220,219,218,214,215,216,217,213,186,184" orderby="rand"]   Last week, I had the pleasure of attending the 48th Annual Heckerling Institute on Estate Planning held at the Orlando World Center, Marriott Resort & Convention Center in Orlando, FL. As the nation’s largest and most prestigious conference for estate...