Independent advice for multigenerational families
A FAMILY OFFICE BUILT AROUND THE FAMILY
Atlas is the center of gravity for a family’s most consequential decisions.
We coordinate governance, investment strategy, succession, risk and private affairs across borders. Our role is to align every adviser and every decision with the family’s long-term purpose.
The starting point is the family: what you want to preserve, what you want to build, and who will carry those responsibilities forward. A business transition, a growing international footprint or the next generation’s involvement can each bring a different set of priorities.
About Atlas ↗FAMILY OFFICE SERVICES
Turn shared values into a practical framework for decisions, responsibilities and communication across generations.
Bring investments, business interests and family commitments into one view, with priorities that reflect the family’s broader plans.
Connect ownership, family responsibilities and continuity planning, coordinating specialist input where it is needed.
Give personal projects and family commitments the same attention as financial matters, with a clear purpose and a manageable plan.
OUR PERSPECTIVE
Families do not experience their lives in separate mandates. Neither do we. Atlas connects the strategic, financial and human dimensions of wealth through one accountable relationship.
Start a confidential conversation ↗WORKING TOGETHER
A useful family office relationship begins with a clear understanding of the family’s needs. These four conversations help define the scope, responsibilities and next steps.
Discuss the decisions ahead, the people involved and the arrangements already in place. Identify what needs attention now and what can develop over time.
Set out the areas where support would be useful. Clarify responsibilities, the role of existing advisers and the proposed terms before moving forward.
Bring the relevant participants into the discussion, establish priorities and identify who is responsible for each agreed action.
Agree how progress will be reviewed and how new family priorities, business developments or generational changes will be addressed.
BEFORE WE BEGIN
When decisions span several advisers, family members or areas of responsibility, a coordinated view can help clarify the work ahead. A business transition, succession discussion or growing international complexity can be a useful starting point.
Bring those relationships into the conversation. The first step is to understand who handles what today and where coordination would help. Any proposed scope should make responsibilities clear and avoid duplicating existing work.
A brief outline of your priorities, the decisions you are considering and the advisers already involved is a useful start. You do not need a complete set of financial documents to explain what you would like to discuss.
Start with the issue that matters most to you, whether it concerns family governance, wealth coordination, succession or a private project. The discussion can then establish whether focused support or a broader scope is appropriate.
Ask for a written proposal describing the work, responsibilities, fees and any third-party costs before making a commitment. The appropriate arrangements depend on the support being considered and should be clarified during the initial discussions.
MEET OUR WEST COAST LEADERSHIP
Senior Manager, West Coast
Washington · Oregon · California · Nevada · Arizona
YOUR PRIVACY
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