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

Variable Annuities: Strategies to Help Counter Retirement Risks

Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains wonâ€™t be taxed until they are withdrawn.

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HOT TOPIC: Data for Sale - Tips to Help Protect Your Private Information

Recent action by the FTC highlights potential for abuse by online data brokers. Offers tips that might help consumers keep their private data private.

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Tips to Help Preserve Your Inheritance

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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Consider Roth for Tax-Free Income

Describes how Roth accounts can generate tax-free retirement income.

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Calculators

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Estate Taxes

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

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

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