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 MoreWealth Management
Our deep heritage of family wealth management helps preserve, manage, and grow your wealth for future generations.
Learn MoreOur Team
Our seasoned professionals methodically attend to all of your wealth management needs.
Learn MoreNewsletters
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Charitable Gifts of Life Insurance
Life insurance offers a way to make a substantial gift to charity while also benefiting from favorable tax rules.
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Equity REITs: Is There Room for Real Estate in Your Portfolio?
This article discusses some unique characteristics of REITs, including how they can offer a consistent income stream and why changing interest rates can affect REIT performance.
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A Critical Combo: Life Insurance with Long-Term Care Benefits
Although long-term care insurance is typically a “use-it-or-lose-it” proposition, these alternatives can help pay for care if it’s needed or provide a death benefit for beneficiaries if it’s not.
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Would You Be Prepared for an Unplanned Early Retirement?
Nearly half of current retirees retired earlier than planned. Here are some steps to help prepare for the unexpected.
Calculators
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Savings Accumulation
Estimate the future value of your current savings.
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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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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.