Financial Advisory Services

Wealth Management & Family Office Services

We provide an integrated and comprehensive experience that combines private wealth management with holistic family office services. Our philosophy is rooted in the belief that wealth is not just financial—it is personal, generational, and complex. Families deserve a trusted team that understands their goals, values, and legacy, and delivers customized solutions aligned with every stage of their journey.

Our services are built to serve the needs of individuals, families, and family enterprises across generations. We combine institutional investment discipline with a high-touch, multidisciplinary advisory model that includes:

Multigenerational Tax, Trust, and Estate Planning
Family Legacy Planning, Governance Frameworks, and Succession Advisory
Institutional-Grade Investment Management with Customized Portfolio Construction
Oversight of Alternative and Special Assets (Private Equity, Real Estate, FLPs, Promissory Notes)
Access to Discretionary and Non-Discretionary Investment Solutions
Personalized Investment Policy Statement (IPS) Development and Strategic Asset Allocation
Coordination with Legal, Tax, Fiduciary, and Estate Professionals
Access to Trust and Fiduciary Services
Consolidated Client Accounting, Bookkeeping, and Custom Reporting
Bill Pay, Expense Tracking, and Domestic Payroll Coordination
Access to Private Banking, Lending Solutions, and Cash Flow Forecasting
Insurance and Risk Management Planning (Life, Disability, Property & Cyber)
Philanthropy and Impact Strategy, Including Charitable Trusts and Donor-Advised Funds
Family Meeting Facilitation and Next-Gen Education Programs
Concierge Support and Oversight of Personal Property and Household Services

Our comprehensive family office solutions are designed to simplify complexity, integrate your financial life, and protect your family’s legacy. Whether you seek estate planning guidance, multi-entity investment reporting, or strategic philanthropic planning, we act as your single point of coordination.

Book a Call

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

Get Started Now

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.

Speak To An Adviser

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.