HOLISTIC WEALTH MANAGEMENT
Based on over 20 years of experience in the wealth management industry we decided in 2015 to refocus our work and founded Atlan Family Office. We are an independent global investment firm servicing individuals, families and foundations mainly in Europe and Latin America. Applying a holistic and long-term approach we are supporting our clients to maintain and grow their wealth. Our experienced team works in close partnership with our clients developing their personal strategies, supporting the implementation and delivering individual financial goals.
Managing wealth requires a clear strategy and good organization. Based on an overall view of the macro-economic environment we contemplate all relevant asset classes in order to optimize risk adjusted returns. Through our international network and different partners we provide access to best in class products and solutions based on an open and independent architecture and selection process.
Preserving the wealth of our clients is our main goal. We have expertise to support clients navigate through succession events, redistribution of wealth and cross-jurisdictional issues. Our experienced team has excellent contacts to independent third party providers that complete our holistic advisory approach.