“As an entrepreneur and real estate investor, I’ve realized that the best kind of wealth management focuses on maximizing the two most precious assets of all: your time and peace of mind. Our Family Office services are designed to do exactly that.”
Steve Olson, CFP®, AEP®
CEO, Atlantic Wealth Partners
Identify and remedy vulnerabilities.
No matter how exceptional your financial, accounting and legal professionals may be, when acting on their own, their efforts are disjointed – frequently putting you at a disadvantage.
Most won’t admit they lack the multidisciplinary expertise to identify all the potential holes within the wider framework of your plan.
Discover missed opportunities.
Through our thorough review process we will help you get more organized, identify and correct missed opportunities and educate all those involved with four main goals in mind:
- Identify areas to save you money
- Protect your income and your assets
- Continue to grow your assets
- Promote your life enjoyment
FAMILY OFFICE SERVICES Investments are only one piece of the puzzle.
Life and Business changes, along with new opportunities that occur throughout every year. These events impact your financial well-being and take on a domino effect, impacting investment risk/return considerations, tax, legal, estate, and asset protection requirements and outcomes. We offer a comprehensive approach to managing private wealth across the spectrum.
AWP ensures a smooth transition when passing the family torch through our expertise in Business Transfer Strategies, Business Valuation, Insurance and Risk Management Mitigation.
Asset Protection &
AWP’s asset protection planning strategies aim to protect your family to fullest extent from creditors, predators, taxes, divorce, and probate.
Charitable Giving &
AWP can help you maximize the giving and the financial impact to the organizations that you care deeply about. Whether establishing Employing Donor Advised Funds (DAFs) or Chartible Trusts, AWP will guide you through the process to execute on your wishes.
Whether for Public, Private or Real Estate investments, AWP uses research and analysis to determine which offerings are most attractive for your unique situation. AWP provides the flexibility to either manage portfolios both in-house, or by identifying, analyzing, and monitoring institutional-quality money managers.
Your retirement is for you to enjoy the lifestyle you’ve worked to establish for you and your loved ones––not getting bogged down with the management of your finances/investments. A partnership with AWP means we do it for you.
Tax Planning &
By analyzing the unique circumstances of your estate and employing creative strategies, AWP’s comprehensive and proactive approach works to minimize tax impact and protect assets.
Take a closer look at our partnerships.
Every wealth story is different. See how we
approached some of our actual client partnerships.