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

A Roadmap for Your Family

A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.

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HOT TOPIC: Geopolitics and the U.S. Financial Markets

This article looks at market reactions to previous global conflicts and emphasizes that long-term market movements are generally driven by corporate earnings, interest rates, and the broader economy.

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Teens Say Social Media Takes a Toll on Mental Health

Many parents are concerned about the well-being of their children as they navigate the digital landscape.

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Location, Location, Location: The Premium Parents Pay for Top Schools

Homes in neighborhoods with access to top schools tend to cost significantly more than a typical home in the surrounding area.

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Calculators

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Federal Income Tax

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

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Cost of Retirement

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

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