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 MoreCoordination 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 MoreNewsletters
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Variable Annuities: Strategies to Help Counter Retirement Risks
Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.
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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.
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Small Business: Coping with the End of De Minimis Imports
Small businesses must now pay duties on low-value goods they could previously source inexpensively from China and elsewhere.
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Avoiding Probate with a TOD Deed and TOD Account
In many states, a transfer-on-death (TOD) deed and/or account can help avoid probate without the cost and complexity of a trust.
Calculators
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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Savings Accumulation
Estimate the future value of your current savings.