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.
Our Team
Our seasoned professionals methodically attend to all of your wealth management needs.
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 MoreWealth Management
Our deep heritage of family wealth management helps preserve, manage, and grow your wealth for future generations.
Learn MoreNewsletters
-
Keeping Cool in Volatile Markets
Overreacting to market movements or trying to “time the market” by guessing its future direction can create additional risk that could negatively affect long-term portfolio performance.
-
Why Renters Should Have Their Own Insurance
Young renters who are just striking out on their own may not realize that a landlord’s insurance policy typically will not cover the destruction or loss of the tenant’s possessions.
-
No More Groundhog Day for Your Finances: Time for a Financial Wellness Checkup
Financial habits can repeat themselves, month after month and year after year, until we consciously break the pattern.
Calculators
-
Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
-
Savings Accumulation
Estimate the future value of your current savings.
-
Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
-
Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.