Atlantic Trust
Office phone +1 312-368-****
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Homepage http://www.atlantictrust.com
LinkedIn Profile https://linkedin.com/company/at***c-tr***
HQ Location
United States , Georgia, Atlanta3290 Northside Parkway, Suite 7 Atlanta, GA 30327 United States
At Atlantic Trust, we’ve been engaged in only one business since 1923*—private wealth management for affluent individuals and families. We also partner with private foundations and endowments for investment management. After nearly a century, we believe we have a deep understanding of the always-changing challenges and complexities of wealth and the needs of the wealthy. We know clients want and expect their interests to be put ahead of our interests, their wealth to be simplified and their advisor to be a highly experienced professional who is fully engaged in helping them to realize their family’s legacy.
As holistic wealth managers in both philosophy and practice, we serve clients at varying levels of wealth whose primary goals include capital protection and appreciation, multi-generation wealth transfer, stewardship and legacy. As fiduciaries, we offer objective expertise and advice that puts clients’ interests first. As investment managers, we tailor portfolios to preserve and grow assets. As wealth s
Financial Services, Banking, and Investment Solutions
Companies in financial services focus on providing advice tailored towards individuals’ financial goals. They analyze investment portfolios while making strategic recommendations regarding retirement planning/inheritance tax/insurance etc., so that their clients can make informed decisions regarding their finances.
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