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.
Coordination and Integration
Using a multi-generational planning approach, your family's financial affairs may be coordinated and integrated for family wealth continuity.
Learn MoreOur Team
Our seasoned professionals methodically attend to all of your wealth management needs.
Learn MoreWealth Management
Our deep heritage of family wealth management helps preserve, manage, and grow your wealth for future generations.
Learn MoreNewsletters
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Are You Spending Money to Keep Stuff You Don’t Need?
One in 10 Americans leases a storage unit. But for many, it may be worthwhile to let go of unneeded belongings instead.
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HOT TOPIC: Real Estate Commission Changes Around the Corner
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.
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Insurance Gaps May Pose Risks for High-Net-Worth Households
It’s important for affluent families to reassess their liability coverage periodically, to make sure it’s sufficient based on their finances, lifestyles, and the related risks.
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What’s Your Real Return?
While investors typically look at the nominal return on their investments, it’s important to understand the real return in order to target financial goals.
Calculators
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
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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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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.