Different lives. The same need for clarity.
Our clients come to us at different points: building, preserving, transitioning, or giving. What they share is a financial life that has outgrown one-dimensional advice.
Success creates complexity. We simplify it.
Equity compensation. A business. Real estate. Charitable goals. Aging parents and adult children. Each is manageable on its own; together they compound, and the cost of uncoordinated decisions grows with them. We serve as your family's personal CFO: one team coordinating investments, financial planning, tax strategy, and estate work so every decision is made with the whole picture in view.
Our relationships are multigenerational by design. We engage children and grandchildren early, because the families that handle wealth well are the ones that talk about it.
Institutional discipline, at family scale.
For single-family offices, and for families deciding whether to build one, we provide the infrastructure without the overhead: consolidated reporting across entities, investment policy and manager due diligence, governance frameworks, family meeting facilitation, and next-generation education. For many families, engaging Atlatl is more economical and more durable than staffing these functions internally.
Independent advice, without a sales agenda.
Nonprofits, foundations, and retirement plan sponsors carry fiduciary obligations that deserve more than a product pitch. We provide investment policy development, manager selection and monitoring, fee benchmarking, and full fiduciary support, including ERISA 3(21) and 3(38) services. Because we are independent and fee-only, our advice is not a distribution channel for anyone's products.
The right fit matters more than the right year.
Our practice is intentionally designed around a focused number of deep relationships, and most of the families we serve arrive with substantial, established wealth. But the best relationships are about trajectory and fit, not just today's balance sheet. If you are earlier in the build, with a growing career, a business gathering momentum, or a recent liquidity event on the horizon, we are glad to start the conversation and be candid about whether, and when, we are the right team for you.
See what that looks like in practice.
Three service lines, one disciplined team, and a process built to learn what matters most to you.
Let’s talk about what your wealth is for.
Whether you are exploring a full advisory relationship or have a single question, we are glad to talk.