Trusts are relatively straightforward financial tools that may be able to help you achieve your specific financial goals and better manage your assets. A trust involves the transfer of some or all of your assets to a Trustee who is directed to carry out your specific instructions. This can be done at any time during your lifetime or set up to occur upon your death or incapacity.

Atlas offers trust services for those clients who wish to work with a respected investment advisor but want to use a trust in their planning strategy. We design a trust to preserve and protect client’s assets, and also provide the fiduciary services necessary to ensure that the trust operates smoothly. We offer personal trustee services to high net worth clients for a variety of estate planning needs, including Revocable and irrevocable personal trusts, Irrevocable life insurance trusts, Charitable remainder trusts and Trustee services.