Building on more than 20 years of experience in the wealth management industry, we decided in 2015 to redirect our work and founded Atlan Family Office. We are an independent global investment firm serving individuals, families and foundations, primarily across Europe and Latin America. Through a holistic, long-term approach, we help our clients preserve and grow their wealth. Our experienced team works in close partnership with our clients to develop their personal strategies, support their execution, and achieve individual financial goals.
Managing wealth requires a clear strategy and sound organization. Starting from an overall view of the macroeconomic environment, we consider all relevant asset classes to optimize risk-adjusted returns. Through our international network and various partners, we provide access to first-class products and solutions based on an open and independent architecture and selection process. Preserving our clients’ wealth is our foremost goal. We have the expertise to support our clients with succession planning, wealth restructuring and cross-border matters. Our experienced team maintains excellent relationships with independent third parties who complement our holistic advisory approach.