Firm Overview
About Us
- 1Q 2012: The Atlantic Trust Advantage (PDF)
Our unique platform is built for us to act in our clients' best interests. Learn how our unique structure can benefit you. - 1Q 2012: Atlantic Trust a Recognized Leader (PDF)
In 2011, we continued to earn national recognition for excellence in private wealth management, client service and family office services, and we expect to accomplish even more in 2012. - 4Q 2011: Atlantic Trust White Paper Resource Listing (PDF)
Our senior investment experts and wealth strategists have written numerous educational commentaries and white papers available online or in print by request from our local offices.
Case Studies
The following case studies are based on actual Atlantic Trust client experiences, but names and certain details have been changed to protect our clients' privacy.
- Business for Sale: Mapping a Moving Target (PDF)
This was their baby. For 20 years, they developed it, nurtured it, and grew attached to it. - Generation Next: A Family—and a Plan—in Transition (PDF)
Conventional wisdom holds that the foundation of any estate plan is a properly executed will with very clear terms of distribution. - An Unpredictable Journey: Adapting to Changed Circumstances (PDF)
All good parents plan ahead for the education of their children. - Love and Legacy: A Solution for Family Philanthropy (PDF)
How do you make sure giving is right for today— and in place for tomorrow? - Music at Heart: Embracing a Family's Values (PDF)
Trustees help ensure the music in one generation lives on in the next.
