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.
A comprehensive suite of family office solutions delivered through experienced professionals is available to clients who choose to utilize them.
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 seasoned professionals methodically attend to all of your wealth management needs.
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Our deep heritage of family wealth management helps preserve, manage, and grow your wealth for future generations.
Learn MoreOnly 51% of workers or their spouses have tried to estimate the savings they would need to live comfortably in retirement. This article offers a simple worksheet to help calculate a savings target.
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.
This article explains how asset allocation and diversification can work together to help mitigate portfolio risk.
High-income participants will not be allowed to make pre-tax catch-up contributions to a traditional 401(k) or similar plan starting in 2026, but they will be able to contribute to a workplace Roth.
Use this calculator to determine whether you qualify for the different types of IRAs.
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
Will you be able to afford nursing home care?
This calculator can help you determine whether you should consider converting to a Roth IRA.