The term “Family Office Services” can mean different things to different people.  To some, it connotes a largely administrative function, tedious
but boring and not always consequential.  To others it can often refer to something all together different and transformational as well.  What is
not in doubt however is either the scope or complexity of the comprehensive services provided by Atlas Brown to its clientele.  Some key
services provided by our Family Office include:

•  Investment Advisory Strategies
•  Estate Planning and Multigenerational Wealth Transfer Strategies
•  Personal Financial Reporting:  Performance & Financial Statement Preparation
•  Tax Strategy Coordination and Implementation
•  Risk Management Assessment, Insurance Reviews and Asset Protection
•  Asset, Liability and Cash Flow Management
•  Budgeting and Cash Flow Forecasting
•  Private Foundation Management and Philanthropy
•  Professional Management and Analysis of Complex Holdings
•  Lifestyle Management Services
•  Managing Purchase, Sale, and Financing of Real Estate
•  Negotiation of Business Transactions and Due Diligence Process
•  Counseling Younger Generations on Philanthropy & Ownership Responsibility