Personal & Family Office

Your Family is Our Business

Families with significant wealth face unique challenges and concerns, and ATKG is well-positioned to help navigate those obstacles. Whether it’s handling back-office accounting, facilitating difficult family conversations, structuring the next deal, educating kids on finances, or designing succession plans for a multi-generational business, ATKG has the experience and the tools to help families reach their goals. We make it a point to understand the family dynamics and work together with the stakeholders to ensure we meet your unique objectives.

the ATKG way

At ATKG, we say that “business is personal,” and more so for Family Office clients. We have designed a team approach for our clients. When you become an ATKG client, you’ll get an all-star lineup of experienced professionals on your side. What sets us apart from the big firms is the genuine relationship we cultivate with each of our clients. Our select client base allows us to respond quickly and insightfully to your needs.

We apply our deep understanding of people, families, and businesses to your unique circumstances and needs and understand that no family is alike. We then work together to address your family’s needs creatively.

ways we can help

Operational Support

Back Office Accounting and Administration
Bill Payments and Payroll
Cash Flow Analysis
Budgeting
Internal Controls Consulting
Preparing Individual and Business Financial Statements
Family Financial Education
Family Meeting facilitation

Transition & Succession Planning

Family Goal Setting and Planning for Legacy Building
Succession or Transition Planning
Estate and Wealth Transition Planning
Retirement or Lifestyle Planning
Philanthropy Planning

Business Continuity Planning

Entity Structure Review and Selection
Entity Legal Document Review
Liability Planning
Business Plan Documentation
Deal Analysis and Negotiating, Merger & Acquisition Support
Due Diligence Related to Investment Purchase or Sale
Debt restructure, Covenant Negotiating and Monitoring
Litigation and Forensic Accounting Support

Tax Compliance and Planning

Federal and State Income Tax Compliance and Planning
Estate, Gift and Trust Tax Compliance and Planning

Get in touch

Families and Family Offices can be tricky propositions. ATKG understands that family businesses are businesses but have unique people and relationship issues imbedded. We can help to navigate both the business and the personal side of these issues.

Contact us to find out more about how we can help you

Recommended resources

Fambiz.com

Industry Team Members