At Atlas Brown, we understand the needs and concerns of individual investors and their families. This is why the first step in understanding any generational relationship is a complete review of a pre-existing estate plan.  Once this has occurred, only then would we begin to implement our asset management strategies as part of our integrated, multidisciplinary investment approach:  the objective being either to achieve or to help sustain long-term financial legacies.

However, providing this type of stability and growth for future generations has become increasingly complicated due to ever-changing estate tax laws.  We collaborate with your CPA and estate planning attorney to create and implement wealth retention and transfer strategies developed specifically for your family. We will assist you in appointing a trustee with national trust powers and provide care for your assets and beneficiaries ensuring that the proper execution of your estate plan is carried out as was intended.  Additionally, we can coordinate your philanthropic objectives with creative charitable giving strategies.  A representative list of Atlas Brown's comprehensive trust and fiduciary services include:

• Management of Revocable and Irrevocable Trusts
• Trust and Estate Planning
• Comprehensive Financial Planning
• Retirement Income Counseling
• Business Succession Advisory
• Charitable Giving Strategies
• Special Needs Trusts
• Philanthropic Advisory
  

Planning for the future is never easy and often stressful.  Often times, all it takes is the right set of experienced and knowledgeable resources to help you plan for the next generation.  At Atlas Brown, our primary goal is to achieve all of this with you, as your partner, and to do so with both professionalism and a highly personalized level of service for you and your family.