Financial Advisory Services

Wealth Management

We deliver an integrated experience of family office services with private wealth management solutions.

We are founded on the idea that families and wealth are complex, nuanced, and deeply personal; and deserving of a team and strategies that uniquely match their journeys and their needs.

Our comprehensive, holistic, and multi-generational approach includes:

Multigenerational Tax, Trust, and Estate Planning
Family Legacy Planning and Governance Advisory
Access to Trust Services
Institutional Investment Management
Special Asset Administration
Access to Alternative Investments
Coordination and Collaboration with your Professionals
Access to Client Accounting and Bill Pay
Open Architecture with Customized Portfolio Management and Reporting on all Assets
Discretionary and Non-Discretionary Investment Management
Access to Private Banking and Lending

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Strategic Advisory

We provide advanced, strategic, and niche advice to families, individuals, and institutions.

Whether you have questions about purchasing, selling, growing or transitioning your business; whether you have concentrated, illiquid assets with interest in diversification strategies; or you are seeking ideas to expand your philanthropic goals, you can come to Atlatl Advisers for thoughtful, tailored advice.

We also help advise institutions seeking customized, innovative solutions and independent advice on strategic transactions. Our focus is to deliver exceptional results through detailed execution and to help clients achieve their strategic goals.

Our approach is tailored to the scope and scale of your needs, including but not limited to:

Independent Advice for Entrepreneurs and Business Owners
Execution Across Private and Public Companies Owned or Operated by our Clients
Mergers, Acquisitions, Divestitures, Capital Raises
Real Estate Advisory
Philanthropy
Transaction Structuring
Succession Planning
Capital Market Advisory

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Digital Assets and Cryptocurrency

We are uniquely positioned to provide strategic management of digital assets, currency, and blockchain sectors to families, individuals, and corporations. Our strategies include active and passive, discretionary and non-discretionary management solutions, with direct holdings, in separately managed accounts. Our team’s diversified background and experience with blockchain technology and digital assets helps clients navigate the forefront of the rapidly evolving digital asset landscape with confidence and security.

We employ a four-tiered approach to the cryptocurrency and digital asset space: be invested, be connected, be diversified, and be disciplined.

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Financial Planning Services

Tailored service starts with understanding your needs. The scale and scope of our relationship may better serve you with our financial planning services for a fixed fee. We provide the same level of comprehensive planning, but the responsibility of executing and implementing recommendations typically reside with you. This is often attractive to those who have resources weighted in real estate or businesses, or for those earlier in their career that are looking for advice.

Equity Compensation
Divorce Planning
Deferred Compensation
Detailed Estate and Tax Planning
Business Succession

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Asset Management

Atlatl Alpha is an investment management company focused on traditional asset and commodity markets for investors. We offer unique strategies that are actively managed on a discretionary basis in traditional LP structures. For more information, please visit atlatlalpha.com or contact us.

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