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.
A comprehensive suite of family office solutions delivered through experienced professionals is available to clients who choose to utilize them.
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 seasoned professionals methodically attend to all of your wealth management needs.
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Our deep heritage of family wealth management helps preserve, manage, and grow your wealth for future generations.
Learn MoreA convertible bond is a regular corporate bond that comes with a special added feature: the investor has the right to convert it into shares of that company’s common stock.
When a workplace retirement plan offers both Traditional and Roth accounts, it may help to understand their key features and distinctions.
The National Association of Realtors is implementing new policies related to how real estate brokers are compensated. Here are some implications for buyers, sellers, and their agents.
The SECURE Act of 2019 dramatically changed the rules governing how IRA and retirement plan assets are distributed to beneficiaries.
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
How much do you need to save each year to meet your long-term financial goals?
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
Estimate the potential cost of waiting to purchase a long-term care insurance policy.