Atlantic Trust

ATLANTIC TRUST is a leading provider of innovative, strategic and customized wealth management solutions for a global clientele of individuals, families, and foundations – all of whom seek dedication, continuity, complete privacy, and accountability in the management of their wealth. With 13 offices in the U.S., Atlantic Trust provides world class private wealth management in an intimate, boutique setting. We currently manage about $16 billion in client assets and our 100 largest clients have entrusted an average of $84 million each to our care. With a heritage dating to 1923, our singular focus – and our only business – is private wealth management.

Importantly, we are not brokers or investment bankers, nor are we owned by one. We are fiduciaries and we provide valuable, objective counsel on a wide range of wealth management issues. As pioneers in the use of “open architecture,” we are experts in large, complex situations and we excel in managing complicated multi-asset, multi-generational portfolios required to successfully perform in virtually any market environment. Our 325 professionals are highly experienced in every asset class and we use a multidisciplinary approach to integrate tax, trust, estate, and philanthropic considerations into each client’s overall asset allocation and investment strategy.

We maintain one of the lowest client-to-staff ratios in the industry and, as a result, we provide our clients with an extraordinarily high level of attentive, personal service. For many clients, we serve as their family office, providing them with a wide range of services designed to organize and simplify their lives. For every client, our focus is the same: to help them intelligently preserve, responsibly grow, effectively give, and efficiently pass their wealth. In doing so, we help our clients “maximize the potential of their wealth for current and future generations.”

Atlantic Trust
401 Congress Avenue,
Suite 2450
Austin, Texas 78701

Phone: 512.651.7800
Web: www.atlantictrust.com