We make the benefits of a family office accessible and affordable to families with assets of $2+ million.
We began as our own Family Office, and give your family the same benefits enjoyed by ours.
Managing family wealth and all the issues that go along with it.
Our team began in 2003 with one family - our own - realizing that the financial services available at our asset level did not serve the full range of needs we faced.
So we built a comprehensive range of services combining asset management with guidance in taxation, trust & estates, business succession, real estate and cash flow management as well as an overarching discipline we call Family Corporate Governance.℠
Then, we refined these services in our own family over the next 8 years before deciding to establish ATR Advisors, providing a cost efficient multi-family office structure to serve families with $2+ million in assets.
Of course, we welcome accounts below $2 million for our regular asset management services.