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.
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
Joe and Connie Mitchell
Ten Triple X Ranch
The Whelan Family
