Discover. Architect. Implement. Steward.
A deliberate process for understanding the family, designing the plan, coordinating implementation, and staying involved as circumstances change. The relationship does not end when the initial work is complete.
Good planning begins with understanding before recommendations are made.
Atlas starts with the family’s businesses, income, assets, liabilities, tax exposure, estate structure, existing advisors, priorities, and concerns. Only then do we begin determining which strategies and professionals belong in the plan.
From the first conversation to ongoing stewardship.
Four client-facing stages move the family from understanding, to design, to implementation, and then into an ongoing relationship.
- 01
Discovery Call
Understand the family before designing the plan.
- 02
Architecture Call
Turn the facts into a coordinated plan.
- 03
Implementation Call
Move from planning into action.
- 04
Stewardship Calls
Quarterly · OngoingPlanning continues after implementation.
- 01
Discovery Call
Understand the family before designing the plan.
- 02
Architecture Call
Turn the facts into a coordinated plan.
- 03
Implementation Call
Move from planning into action.
- 04
Stewardship Calls
Quarterly · OngoingPlanning continues after implementation.
Discovery Call
Understand the family before designing the plan.
The first conversation is focused on understanding your current financial life, what is working, what is creating pressure, and what you want to accomplish.
- Family and business structure
- Income and tax exposure
- Assets and liabilities
- Existing entities and trusts
- Estate and succession considerations
- Current advisors
- Major risks or upcoming events
- Family priorities and objectives
OutcomeA clearer picture of the family and the issues that need attention.
Architecture Call
Turn the facts into a coordinated plan.
Atlas evaluates the information gathered during Discovery and works with the appropriate professionals to determine which strategies may fit, how the pieces interact, and the order in which decisions should be made.
- Strategy evaluation
- Tax implications
- Legal structures
- Wealth and liquidity considerations
- Business considerations
- Estate and legacy planning
- Professional responsibilities
- Recommended sequencing
OutcomeA coordinated architecture showing what should happen, who should be involved, and in what order.
Implementation Call
Move from planning into action.
Once the architecture is agreed upon, Atlas coordinates the professionals and work required to put the plan into practice.
- Attorney engagement
- Tax professional coordination
- Trust and entity implementation
- Wealth and liquidity actions
- Insurance where appropriate
- Document execution
- Account and ownership changes
- Operational follow-through
OutcomeThe plan moves from recommendations into coordinated implementation.
Stewardship Calls
Quarterly · OngoingPlanning continues after implementation.
Businesses change. Families change. Laws change. Income, assets, risks, and opportunities change. Stewardship keeps the plan connected to what is happening now.
- Quarterly reviews
- Changes in business or income
- New transactions or investments
- Tax planning updates
- Estate or family changes
- Professional coordination
- Implementation follow-up
- New planning priorities
OutcomeOngoing coordination as the family’s financial life evolves.
Much of the work happens between meetings.
Atlas coordinates information, professionals, documents, decisions, and implementation between client calls. The meetings are milestones in a larger process, not the entire process itself.
Coordinate
Keep the professionals involved aware of the broader plan.
Prepare
Gather information and identify decisions that need to be made.
Follow Through
Track implementation and unresolved items.
Communicate
Keep the family informed about what is happening and what comes next.
The right professionals are engaged for the right work.
Depending on the family’s circumstances, implementation may involve professionals across several disciplines.
- Atlas Family Office
- Atlas Legal
- Atlas Tax Advisors
- Atlas Wealth
- Existing CPAs
- Existing attorneys
- Existing investment professionals
- Insurance professionals
- Business advisors
- Other specialists where needed
The team is determined by the work required, not by a fixed package of providers.
Good planning depends on good information.
Atlas will guide you through what is needed, but the process works best when the family provides accurate information and stays engaged as decisions are made.
- Business and entity information
- Recent tax returns
- Financial statements where relevant
- Trust and estate documents
- Insurance information
- Investment and account information
- Existing professional contacts
- Details about upcoming transactions
- Family priorities and concerns
Implementation is an event. Stewardship is a relationship.
The value of a family office is not limited to creating a plan once. Atlas stays involved so the planning can be reviewed, updated, and coordinated as the family’s circumstances change.
Start with a Discovery Call.
Tell us where you are today, what has become complicated, and what you want to accomplish. We can begin by determining whether Atlas is the right fit for your family.