Family Offices

Preserving Wealth, Protecting Legacies: Comprehensive Family Office Solutions for Generations.

ATA provides guidance in family office management to ensure seamless management of operations and long-term financial success. We are equipped to help family offices accomplish their growth objectives at all stages of their investment life cycles. We offer comprehensive support for all your family office needs.

Quality of Earnings
Transaction Advisory
Value Growth Advisory
Fractional CFO/Controller
Business Process Improvement
Post Merger Integration
Audit & Tax

More than accounting:

We're your financial secret weapon

Insights

If you’re married, should you file jointly or separately?

Feb 17 2026

When Medical Expenses ARE and AREN’T Tax Deductible

Jan 29 2026

USPS Postmark Changes Could Impact Time-Sensitive Tax Filings

Jan 29 2026

National Change Your Password Day: A Simple Step That Makes a Big Difference

Jan 21 2026

Does your board understand the meaning of “fiduciary”?

Jan 21 2026

Important: New IRS Rules for 2026 Payroll and Tax Compliance for Tips

Jan 06 2026

New Overtime Deduction Rules for 2026

Jan 06 2026

Is it time for your business to start outsourcing?

Dec 29 2025