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
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
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.
SIMPLE
No Complicated Lock-Ups or Fund Premiums Relative to Net Asset Value
Regular Monthly Statements
Standard Tax Documents
SECURE
Institutional Access
SOC 1 Type 2 and SOC 2 Type 2 Certified Crypto Exchange and Custodian
Fiduciary and Qualified Custodian Exchange Access
SUPPORTED
Atlatl Advisers Managed with Client Sub-Accounts
Significant Domain Experience with Digital Assets, Currency, and Blockchain Sectors and Technology
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
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.
