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.
Learn MoreOur Team
Our seasoned professionals methodically attend to all of your wealth management needs.
Learn MoreCoordination and Integration
Using a multi-generational planning approach, your family's financial affairs may be coordinated and integrated for family wealth continuity.
Learn MoreNewsletters
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Fine-Tuning with Sector Funds
The stocks in the S&P 500 are classified by 11 sectors, each of which responds differently to market conditions.
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Cash Balance Plans Help Some Business Owners Supersize Retirement Savings
These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.
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Closed-End Funds May Offer Higher Income
Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.
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REITs Offer Income and Diversification
Most broad stock funds contain real estate investment trusts (REITs), but for a more strategic approach, investors can choose from a variety of REIT funds and individual REITs.
Calculators
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.