We explore what it means to be a fiduciary, with parameters of care and responsibility for our client assets and a duty to act in our clients' best interests.
If you need a flexible entity to act as a trustee for one or more of your family trusts, a private trust company is one option you should consider.
CIO David Donabedian, CFA, describes Atlantic Trust's careful consideration of the terms of a trust and their impact on the varying interests of multi-generational income and remainder beneficiaries.
Individuals and families who select Atlantic Trust to serve as trustee, co-trustee or successor trustee of their trusts can count on stability and permanence that individual trustees cannot match.
If your assets are custodied with Atlantic Trust, please select the internal custody version of Atlantic Trust Portfolio Online to view your portfolio information.
If your assets are custodied with an external custodian, such as Schwab, Fidelity or The Bank of New York, you may access the external version of Atlantic Trust Portfolio Online.
Sponsored Funds Investors:
If you are an investor in any of the Atlantic Trust Sponsored Funds, you may access the Atlantic Trust Investor Dashboard here.
For further assistance, please contact your Atlantic Trust client service team.