atlas family office

Our Firm

We work closely with our clients’ existing advisors to coordinate, integrate, and implement wealth management programs. Clients may use our full suite of services as a complete wealth management solution or select one or more of our services to complement the efforts of their existing advisors.

Our clients receive all the benefits of a dedicated family office entity without the challenge and expense of managing one.

Consultation And Assessment
Consultation And Assessment
Customization
Customization
Expertise
Expertise
Implementation
Implementation

Our Difference

We offer objective advice and exceptional service. We have the freedom to design the most suitable solutions composed of the best offerings from top-tier firms, as well as negotiate the most favorable terms and pricing for our clients.

Our clients benefit from our collective investment and financial expertise, access to our premier global strategic partners, and our commitment to the highest standards of excellence.

Wealth Planning

We serve as your independent trusted advisor to coordinate the creation of a comprehensive, integrated wealth plan for you and your family.

We collaborate with your banker, attorney, accountant, insurance agent, and, if you wish, other family members. We collect data from each to identify strengths and potential risks in your existing wealth plan, and offer recommendations to preserve and perpetuate your wealth.

Financial Planning

Financial Planning

We prepare an annual report of your net worth, taxes, investments, insurance, cash flows, and estate plans. Conduct quarterly meetings to review the recommendations.

Investment Planning

We complete a comprehensive review of your investments managed by all of your advisors, their performance and fees. We identify points of consolidation and cost savings.

Insurance Planning

We review your insurance policies, coverage, and costs with agents and determine appropriate coverage levels and any gaps that may have been overlooked.

Estate and Gift Planning

Estate and Gift Planning

We compile a complete set of estate documents from your attorneys and coordinate your estate plan with life insurance, titling of assets, and designation of beneficiaries.

Retirement Planning

We evaluate all qualified and non-qualified retirement plans and complete retirement projections for you to identify liquidity shortfalls and solutions.

Family Office Services

We assist with administration of private foundations and endowments, purchase and financing of real assets, and financial literacy of next generation on to ensure your family’s legacy.

Investment Advisory

Our highest priority is to preserve and protect our clients’ principal, and to ensure all acceptable risks have commensurate returns.

Consultation And Assessment

Consultation And Assessment

Consultation And Assessment

Our investment advisory and consulting process begins with an understanding and assessment of our clients’ existing portfolios and self-directed holdings, tax profiles, liquidity requirements, risk tolerances, time horizons, and investment objectives.

Customization

Customization

Customization

We believe that the particular circumstances of each client require an investment plan unique to that client. In close consultation with our clients, we create an investment policy statement that reflects their specific circumstances, investment objectives, and preferences.

Expertise

Expertise

Expertise

We analyze all client asset allocations and specific investments through Atlas Family Office's proprietary investment process, a disciplined and fundamental approach to portfolio construction. We source independent research to ensure that all acceptable risks are objectively vetted, measured and have commensurate returns.

Implementation

Implementation

Implementation

We develop an investment policy specific to each client and formulate strategic and tactical asset allocation recommendations consistent with that policy statement. We research, personally interview and diligently oversee best-in-class investment managers.

Lifestyle Services

We are dedicated to establishing long-term relationships with our clients and understand the importance of providing the advisory services which address the welfare of family, business, and community.

  • Family Business Advisory
  • Family Counseling and Planning
  • Real Estate Management
  • Strategic Philanthropy Partnership
  • Next-Generation Education
  • Educational Placement Services
  • Coordination of Professionals