Family Office
Atlas brings the functions of a Financial Advisor, Financial Planner, Investment Manager, CPA and CFO in-house under one roof.
Exceeding expectations in the pursuit of excellence.
Atlas Family Office is our highest caliber offering for clients with a minimum of $10m in investable assets. Our family office will handle every facet of your financial life with care and precision.
Private wealth management
Goals-based financial planning
Private investment access and advice
Tax strategy
Estate planning
Liquidity and exit planning
Trust services
Private banking
Philanthropic planning
Family governance
Lifestyle concierge
Bill Pay
Liftstyle Concierge.
A dedicated assistant capable of handling everything from paying parking tickets to booking private planes.
Atlas Research
Illuminating opportunities through rigorous analysis.
