Helping
You Plan for Your Legacy
Income and estate tax laws
have changed substantially
in recent years, affecting all aspects
of intergenerational wealth planning.
Atlantic Trust's strategists understand
the latest legislative
developments affecting trust
and estate planning, and can
help you develop sound techniques
to protect, enhance, and transfer
your wealth in a tax-efficient
manner. Our
fiduciary professionals coordinate
multi-generational estate plans,
annual income-tax planning, and the
selection of appropriate investments
for trust vehicles.
Additionally, Atlantic Trust’s philanthropy experts can help you coordinate the structure, ownership, and timing of your charitable gives with your estate, tax, investment planning, and cash-flow objectives. We also offer comprehensive Philanthropic Advisory Services, ranging from advice and management to complete administrative services. Through our partnership with Foundation Source, the nation's leading provider of outsourced services for private foundations, we can provide foundations with complete, online and automated back office support and administration.
Atlantic Trust’s integrated wealth planning capabilities include:
- Financial Counseling
- Insurance Counseling
- Tax Planning
- Trust & Estate Planning
- Corporate Trustee Services
- Fiduciary Services & Trust Administration
- Custody & Master Custody Services
- Charitable Giving Strategies
- Philanthropic Advisory Services
