The Core 8 Strategies.
The Core 8 is the coordinated framework at the center of the Atlas approach — a set of strategies evaluated against your complete financial picture and implemented with the appropriate legal and tax professionals.
Coordinated strategy, not a product shelf.
The strength of the Core 8 is not any single strategy in isolation — it is knowing which strategies belong together, in what order, and which professionals should carry them out.
Distinct disciplines, coordinated as one plan.
The Core 8 brings the planning disciplines together around a single strategy. Each is led by its own professionals and coordinated with the others.
- Tax StrategyProactive planning, timing, and structure — coordinated across the plan rather than handled at year-end.Explore
- Asset ProtectionOwnership and risk structured so a future claim is less likely to reach what a family has built.Explore
- Trust StrategiesControl, continuity, and intentional transfer — drafted and administered by licensed attorneys.Explore
- Estate & LegacyThe intentional design of how assets, values, and responsibilities move to the next generation.Explore
- Business StrategyStructure, growth, risk, and succession for what is often a family’s largest and most complex asset.Explore
- Exit & Liquidity PlanningThe planning that matters most in the months and years before a sale or liquidity event.Explore
A framework, applied to your circumstances.
No strategy is appropriate for every family. The Core 8 is applied through the Atlas process — evaluated, sequenced, and coordinated around your objectives.
- 01
Discover
Atlas maps the family’s complete financial picture before any strategy is considered.
- 02
Architect
The relevant strategies are designed together — never selected in isolation from one another.
- 03
Implement
Each strategy is executed in the right sequence, with the appropriate professionals engaged.
- 04
Steward
The plan is reviewed and adapted as laws, businesses, and family circumstances change.
The strategies described here are educational and general in nature. They are not legal, tax, or investment advice. No strategy is appropriate for every family; appropriateness depends on individual circumstances and is determined in coordination with the relevant licensed legal and tax professionals.
Discuss the Core 8 with Atlas.
We’ll evaluate which strategies may be appropriate for your family.