Wealth Strategies

Home is Where the Domicile Is: What to Know Before Relocating to Florida

Art Graper, CFP®
November 30, 0002

Every year, thousands of vacationers from all over the world travel to Florida for its plentiful surf, sand and sunshine. What visitors may not know is that the absence of state income and estate taxes, combined with one of the country’s broadest homestead exemptions, also makes Florida an attractive destination for those looking to relocate or retire.    Before you can...
Snehal G.Vara

Atlantic Trust surpasses $25 billion in assets under management with strong client inflows, market returns

November 30, 0002

We are pleased to share that AtlanticTrust reached a record $25.4 billion in assets under management (AUM) at July 31, 2014, an increase of $1 billion from the previous fiscal quarter, reflecting market returns and strong client inflows.   The net inflows reflect a healthy blend of approximately 40% net client additions and 60% new client relationships, typically referrals from...

Medicare Open Enrollment - It's That Time Again!

November 30, 0002