Yes, we work with individuals to stabilize and coordinate their team of professionals and their family’s team of professionals. We integrate and work closely with your wealth managers and attorneys to streamline and simplify your obligations and duties.
CHANGING HOW THE WEALTHY LIVE
Origin CPA Group understands that ‘big money’ brings ‘big challenges’. We have helped the wealthy for over 40 years and experienced their complexities firsthand. Surprisingly, most have similar problems: a team of financial and legal professionals but no quarterback to lead and worst of all, no one to fully manage the countless little tasks that eat up all your time.
Atlas was created to change how the wealthy live. Our team provides a dedicated quarterback and a trustworthy team to get things done. The services we provide are tailored specifically to our clients. This may include a dedicated personal assistant, a chief of staff to manage your professional team, a trusted professional to open your mail and pay all of your bills, a director to oversee your multiple properties, or an experienced event planning to name a few. Ultimately, Atlas provides a dedicated team to manage your life.
WHO Atlas SERVES
WHO Atlas SERVES
Simply put, Atlas takes over the things you hate doing so you can spend time on what you love. Think about what is stressful in your life and then imagine handing this over to a team with the experience and credentials to get everything done right. If you have a net wealth of $20M+, we can help support your world.
WHAT TO EXPECT FROM Atlas
WHAT TO EXPECT FROM Atlas
The first step is to meet you, either by phone, video and/or in person. During this introduction, we will learn more about you, your family and your life. From there, the Atlas team will prepare and present our plan to support your world. Once agreed, we will introduce your team and ultimately change how you live.
Let Atlas Support Your World.
Contact us to learn more about we can manage the burden of your tasks, responsibilities, and challenges.
Contact AtlasPOWERED BY ORIGIN CPA GROUP
Atlas has the added benefit of being powered by Origin CPA Group. This prestigious CPA firm has 40+ years of experience and a team of talented experts that support Atlas clients, making our service offering exponential.
FAQs
Our team has a wide range of expertise. As such, we are able to provide multiple professional services, work with your existing team and/or give a second opinion. Our team includes administrative and organizational support, and experienced Certified Public Accountants (CPAs) and Juris Doctors (JDs).
Yes, we offer these services. As a CPA firm, we adhere to strict professional standards. We excel at implementing an internal control system to provide you peace of mind. We have an approval process and monthly reporting to help you stay informed.
Yes, we offer payroll services for our clients and can assist with the screening, hiring, and oversight of household employees. In addition, we can provide guidance on employee benefits if applicable.
Yes, we manage travel for many of our clients, both commercial and private. In addition, we can plan itineraries, hotels, transportation and make sure that your home/s (and pets) are taken care of in your absence.
Yes, we offer personal assistant services that seamlessly integrate into your life, managing all the small tasks. Once our team is in place, you’ll find your time significantly freed up to focus on what truly matters.
Yes, we have helped several clients plan and manage large family, nonprofit, and industry events. We can support or take the lead in organizing your next event.
Yes, we currently provide trust support services including accounting, distribution calculations and beneficiary reports for our clients. We fully appreciate the legal, tax, and administrative requirements.
ABOUT Atlas
Atlas manages the burden of tasks, responsibilities, and challenges in your life. Similarly, Atlas from Greek Mythology symbolizes unwavering strength and reliable support. We strive to provide you with a dependable support system, ensuring you can confidently navigate your daily demands with ease. Your challenges and responsibilities are unique to your life. Atlas provides the support that fits your unique situation and bears the burden of these tasks to help carry the load effortlessly.
ADMINISTRATIVE LEADERSHIP TO MANAGE YOUR LIFE
Atlas serves as your chief of staff and your collaborative partner so that your time becomes yours to spend. We provide multidisciplinary expertise to complete the mundane and challenging obstacles you encounter. Our teams range of skills and experience is second to none.
STRATEGIC GUIDANCE TO INTEGRATE YOUR LIFE
Multiple silos and responsibilities in your life compete for your energy and resources. Integrating with Atlas saves you time, the most valuable resource. We champion the professional, legal, financial, and personal decisions that steer your family on a day-today, annual, and lifelong basis bringing cohesion and results into your life.
LONG-TERM PARTNERSHIP TO SIMPLIFY YOUR LIFE
We build your trust and confidence in our team and our firm. Atlas is a long-term reliable partner, providing curated services resulting in a better path towards your Peace of Mind. Acknowledging the complexities of your life, we provide careful attention and adaptable responsiveness, ensuring that your journey is met with unwavering support and personalized solutions.