Atlantic Trust views philanthropy as an important part of the overall wealth management solutions we create for our clients. Our integrated approach enables our clients to engage in charitable giving in ways that are strategically sound, tax-efficient and achieve their philanthropic goals.

Our professionals can provide sound guidance on the best charitable giving strategies, customizing them to meet specific needs and challenges. Atlantic Trust’s investment management expertise can help clients maximize their charitable assets and ensure the preservation of wealth for future generations. We also offer comprehensive Foundation Services, ranging from advice and management to complete administrative services. Through our partnership with Foundation Source, the nation’s premier provider of outsourced services for private foundations, we can provide foundations with complete, on-line and automated back office support and administration.

Atlantic Trust’s Philanthropic Advisory Services offerings include:

• Investment Management
• Charitable Giving Strategies
• Tax Planning
• Trust & Estate Planning
• Intergenerational Wealth Planning
• Family Governance Solutions
• Control & Succession Issues
• Generational Transitions
• Foundation Services