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

The Impact of US Tariffs on Small Businesses:

Mar 05 2025

The Hidden Costs of Inefficiency: Why Your Business Needs Automation Now

Mar 05 2025

Unlocking the Power of Fractional HR:

Mar 03 2025

AI Hype vs. Risk: What Every Business Should Know 

Feb 12 2025

Many Business Tax Limits Have Increased in 2025

Feb 04 2025

News Update

Feb 03 2025

U.S. Exits Global Minimum Tax Plan

Jan 24 2025

Bank Wire: Cybersecurity Testing is More Important than Ever

Jan 16 2025