White Papers
Atlantic Trust White Papers
Atlantic Trust white papers provide information on popular topics in investment and wealth strategies relevant to the needs and concerns of investors.
Please see a description of available white papers below. Some are available here and others by request through our inquiry form.
Popular Topics in Investment Management
- A Reasoned Approach to Hedge Funds
Over the last twenty years, the bear market has been a significant factor in the increased interest in hedge funds. As equity portfolios disappointed, conversations turned to investment vehicles that protected or even grew capital...
- Impulse for Low Quality in Market Recoveries
Contrary to common sense, investors typically embrace lower quality stocks coming out of a bear market. While stock prices of these lower quality companies receive a reprieve at the onset of a strengthening economy, the low quality rally is historically short lived...
- 2Q 2010 Outlook: The View Ahead - The worst global recession since the 1930s ended somewhere in the middle of 2009. Since then, the U.S. economy has stabilized and begun to recover. Indeed, GDP growth in the final 3 months of 2009 topped 5%—the best quarter...
- Investment Case for Exchange Funds
One of the primary lessons in managing one's investments is that diversifying your asset base is paramount in order to decrease the risk inherent in individual securities...
- Mid-Cap Growth Opportunity - As investors cautiously look ahead to 2009 and 2010 for signs of economic stability and eventual market appreciation, mid-cap growth companies offer a particularly attractive segment of the U.S. equity market...
- Prospects for Oil and Gas Investment - Increased competition, falling commodity prices, and greater economic uncertainty increase the risk for investment in energy...
- Socially Responsible Investing
Empirical research suggests that asset allocation is the primary determinant of a portfolio's returns over time. As such, we at Atlantic Trust commit significant resources to establishing the proper allocation for our clients...
Popular Topics in Wealth Strategies
To request a white paper not available here please send an inquiry.
- A Family Affair: Strengthening the Ties That Bind
During periods of economic uncertainty and stress, clients have an important opportunity to learn more about themselves and their families. Atlantic Trust advisors address the challenges and opportunities facing family legacy planning during these difficult financial times.
- Basic Estate and Gift Planning
The heart of every estate plan is providing for those you love. That means not only distributing the assets accumulated during your lifetime, but...
- Charitable Lead Trust
Outlines the transfer tax benefits of a trust that pays an income stream to charity for a set term, with the balance passing to heirs when the trust ends.
- Choosing a Trustee
Trusts are extremely flexible tools that can serve a variety of estate- and tax-planning goals. But how well they succeed depends...
- Choosing Trust Situs to Meet Client Objectives
When creating an estate planning structure to meet a client's needs, advisors often consider the advantages that jurisdictional choices can offer in selecting trust situs.
- Estate Planning with Retirement Assets
For clients with large retirement accounts who want to pass those assets to heirs, there is good news and bad news.
- Funding Education for Children and Grandchildren
For many parents, education is the single largest expense of raising a child. That makes financial planning for this expenditure crucial-not only for the parents themselves...
- Grantor Trust Can Give Your Estate a Boost
One of the best ways to trim estate taxes is to reduce your net worth by making lifetime transfers to family members. But even clients who are comfortable with that idea...
- Lifetime of Charitable Gifts
You do not have to be Warren Buffet to benefit from making lifetime gifts to charity. The announcement, in 2006, that the legendary investor and philanthropist would...
- Moving to Florida
Sun, sand, and the beach might be enough to lure you to move to the Sunshine state. Add in no state income tax, state estate tax and the recent repeal of the Florida...
- The Most Meaningful Legacy: A Gift of Giver and Receiver
Today, with a growing awareness that a legacy is far more than material goods or financial assets, ethical wills can be part family history, part love letter and part self-reflective exercise. Atlantic Trust experts discuss the difference between traditional and ethical wills and explain how you can be both personal and forward-looking while planning your legacy.
- To Roth or Not to Roth Your Retirement Account
From an income tax perspective, traditional retirement accounts can be a mixed blessing.
- Trustee's Delicate Balance
Trusts that pay income to current beneficiaries and preserve principal for future beneficiaries can create conflicts between their respective interests.
- What Ever Happened to Estate Tax Reform? - As the fantasy repeal of the estate tax quickly approaches in 2010, you may wonder, “Whatever happened to estate tax reform?” To answer that question, it is important to consider the rules and events that have made the reform process painfully slow, if not seemingly impossible.
For additional information, visit Investment Management and Wealth Advisory Services, or you may contact us directly.
