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

In Certain Situations, Filing a Gift Tax Return is Required or Recommended

Dec 16 2024

The Amount You and Your Employees Can Save for Retirement is Going Up Slightly in 2025

Dec 03 2024

Get the Word Out About IRA Qualified Charitable Distributions

Nov 15 2024

Employers: In 2025, the Social Security wage base is going up

Nov 04 2024

Bank Wire: Should your board approve loans?

Oct 28 2024

Best practices for building customer loyalty

Oct 28 2024

How to manage liquidity risk from crypto-assets

Oct 28 2024

Review, revise, repeat!

Oct 28 2024