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

IRS Pushes Kentucky’s Tax Deadline to Nov. 3 After Spring Storms

Apr 15 2025

All of Arkansas qualifies for disaster tax relief; various deadlines postponed to Nov. 3

Apr 15 2025

All of Tennessee qualifies for disaster tax relief; various deadlines postponed to Nov. 3, 2025

Apr 15 2025

IRS Update: Key Tax Extension Guidance for Disaster-Affected Businesses

Apr 07 2025

Ransomware on the Rise: What Businesses Must Do to Stay Protected

Apr 07 2025

Leading Through Uncertainty: HR Priorities for a Resilient Workforce

Apr 07 2025

Strength in Volatility: Building Financial Resilience in Shifting Markets

Apr 04 2025

ERC Credits vs. Amended Tax Returns: IRS Issues New Guidance

Mar 27 2025