Investment Advisory Services

Legacy Planning

Family Governance

Collaboration with Key Advisors

Lifestyle Management

Atlas Brown offers a suite of Family Office Services.

A comprehensive suite of family office solutions delivered through experienced professionals is available to clients who choose to utilize them.

Wealth Management

Our deep heritage of family wealth management helps preserve, manage, and grow your wealth for future generations.

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Coordination and Integration

Using a multi-generational planning approach, your family's financial affairs may be coordinated and integrated for family wealth continuity.

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Our Team

Our seasoned professionals methodically attend to all of your wealth management needs.

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Newsletters

Strategies for Taking RMDs

This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).

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Medicare Open Enrollment: A Time for Choices

Each year from October 15 to December 7, Medicare offers an Open Enrollment period during which beneficiaries can review coverage options and make changes as appropriate.

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HOT TOPIC: Trade Roundup: New Tariff Actions and Rates

This article explains newly implemented and upcoming tariffs and their potential economic impact.

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Media Trends: Where Have All the Readers Gone?

The majority of Americans read few books over the last year, while the number of weekly podcast listeners has been rising.

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Calculators

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

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