The complexities of life can be overwhelming, and they can arise at the most inopportune times. To keep our clients from having to manage the details of their finances, properties, personal affairs, and more, we launched Atlas, powered by Origin CPA Group. Here’s a little backstory on this new offering:
What is Atlas?
We designed our Atlas to exponentially multiple your most valuable resource: time. This may include serving as your chief of staff, managing the details of your professional teams, and integrating the professional, legal, financial, and personal aspects of your life. Atlas provides only the services that best fit your unique situation.
Why offer Atlas now?
For over 40 years we’ve been in the business of solving people’s problems and helping our clients attain peace of mind. Opening a family office was a natural progression for our firm. If the past two years taught us anything, it’s that being able to pivot quickly is a significant advantage. This results in clients never feeling overburdened or tethered to the status quo.
How do you benefit?
Keeping up with tasks such as bill pay can become stressful, especially if you’re frequently traveling or working in different locations. It can also be difficult to devote time to important endeavors such as current estate and succession planning as well. We take care of these details for you, so you’re free to worry less—and spend your energy on what really matters. What’s more, as the quarterback of your professional teams, we help you get the most out of your advisors’ expertise.
A lifelong partner to simplify your life.
We take great care to offer strategic, simple, and integrated family office services that fit your needs and lifestyle—today and always as they evolve. We work with you and on your behalf, to keep you one step ahead and fully in control. If you’d like to explore how our Atlas could benefit you, please contact us today.