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Estate & Trust Planning

Advice tailored to your season of life.

Your financial security is important to us. We are Committed to providing a truly comprehensive and concierge experience, our team of professionals will coordinate with client’s attorneys, accountants, or other professionals creating a dedicated team to assist in reaching defined goals.

Why Choose Atticus Wealth for Estate Planning?

01
Personalized Solutions

We understand that estate planning is a highly personal and nuanced process. Our experienced advisors work closely with you to develop customized solutions that align with your unique goals and family dynamics.

02
Comprehensive Approach

Estate planning is more than just creating a will. We take a comprehensive approach, addressing aspects such as wealth transfer, tax efficiency, asset protection, and charitable giving. While we are not attorney’s, we typically understand the inner workings of the family and can work alongside the attorney to ensure the best plan is executed.

03
Navigating Complexities

Estate planning involves navigating a complex legal and financial landscape. Our team works with your attorney(s) to simplify the process, guiding you through every step and ensuring your plan is compliant with current regulations.

04
Tax-Efficient Strategies

Minimizing tax implications is a crucial aspect of estate planning. We employ sophisticated strategies to help optimize your estate’s tax efficiency, preserving more for your heirs and philanthropic endeavors.

05
Multigenerational Wealth Preservation

We focus on creating enduring legacies. Our strategies are geared towards preserving and growing wealth for multiple generations, allowing your impact to extend well beyond your lifetime.

06
Regular Review and Adjustments

Your life and financial circumstances may evolve, and so should your estate plan. We conduct regular reviews and adjustments to ensure that your plan remains current and aligned with your objectives.

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FAQs

What services does Atticus offer?

Atticus provides a range of services including investment management, financial planning, retirement planning, estate planning, and tax-efficient strategies. We work closely with our clients to create comprehensive wealth management plans deeply rooted in data.

How often will I receive updates on my portfolio?

Our technology can provide updates at any time for your portfolio. Additionally, we are available to discuss any changes in your financial situation or address any concerns you may have. We believe in a client driven experience. Our commitment is to serve as your family’s situation requires.

How is Atticus compensated?

Atticus charges fees for the assets that the firm manages for its clients. This fee-only structure aligns our interests with yours, as we succeed when your portfolio grows.