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...
Firm News

Atlantic Trust Welcomes John Tennaro

Dave Donabedian, CFA
January 15, 2014

  I am pleased to announce that John Tennaro has joined Atlantic Trust’s Multi-Manager Investment Program (MMIP) as vice president and senior investment analyst.   John brings more than 15 years of experience to our firm, where he will be responsible for external investment manager due diligence and selection within the MMIP traditional investments.   A...
Investments

2014 Investment Outlook: Better Growth, But No Liftoff

Dave Donabedian, CFA
January 08, 2014

Since the official end of the Great Recession in mid-2009, investors, businesses and policymakers have been looking for a corresponding “Great Surge” in the U.S. economy. It has not yet materialized. Because of the unique nature of this cycle, driven by a credit overhang that needs years to burn off, the economic recovery and expansion over the last 4 1/2 years have been stubbornly slow....
Firm News

2013—A Milestone Year for Atlantic Trust

Jack Markwalter
January 01, 2014

It was a strong year for Atlantic Trust on a number of fronts and we are pleased to start 2014 as part of CIBC. We believe we found the right, long-term fit for Atlantic Trust with CIBC, will enable us to invest in our business based on what clients need and want. Not only is CIBC a highly reputable, financially stable 150-year-old firm, they are committed to helping us create the most...
Snehal G.Vara

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

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...
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

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