Serving Your Family's Financial Needs
If your family requires specialized expertise, Atlantic Trust’s family office services will respond to your unique circumstances, investment issues, and family priorities, and tailor solutions that satisfy your particular needs.

Your family may look to us to provide specialized expertise in Investment Management, including our knowledge of Alternative Investments such as hedge funds and private equity, and our experience developing multi-manager programs. Depending on your needs, you may also engage Atlantic Trust for broader Integrated Wealth Planning strategies that require expertise in a number of financial disciplines.

Atlantic Trust provides customized administrative services and coordinates with other family advisors, wherever necessary. In addition, the firm can assume full responsibility of the individual, family, and charitable trusts that we administer on behalf of clients.

Our family office services provide expert assistance and coordination of the following elements:

• Investment Policy
• Asset Allocation Strategies
• Investment Management
• Multi-Manager Investment Program
• Alternative Investments
• Customized Portfolio Performance Reporting
• Portfolio Structure & Diversification Strategies
• Insurance Counseling
• Tax Planning
• Trust & Estate Planning
• Intergenerational Wealth Planning
• Family Governance Solutions
• Control & Succession Issues
• Generational Transitions
• Education of Future Generations
• Philanthropic Services