Meet James Robbins*, after decades of building a successful business, he was finally ready to retire. James had recently sold his company and was looking forward to a well-earned break—traveling, relaxing, and enjoying his three beautiful homes. But instead of celebrating, he found himself drowning in the overwhelming task of separating his personal life from his former company. His email accounts were tangled with business correspondence, and managing his finances post-sale felt like a full-time job. Retirement wasn’t supposed to be this stressful.
Enter Atlas
During a meeting with his financial advisor, James mentioned how overwhelmed he felt. His advisor knew exactly who could help and introduced him to the Atlas team.
Atlas immediately got to work, filling the role of executive family administration. The team meticulously sorted through James’ emails and online accounts. They ensured that all personal correspondence was transferred to his private email, while business-related matters were properly closed out or redirected. With his digital life finally in order, James had one more pressing concern—could he maintain his three properties without compromising his retirement lifestyle?
The Atlas team conducted a full financial review, breaking down the costs of each home, from taxes to maintenance to utilities. They worked closely with his financial team to map out a clear cash flow strategy, ensuring James could enjoy his retirement without financial stress.
The Result
With his business affairs officially behind him and a solid financial plan in place, James could finally focus on the retirement he had envisioned. “Atlas took the chaos out of my transition into retirement and were the best executive admins I’ve ever had,” James shared. “They handled the details so I could focus on what really matters—enjoying this new chapter of my life.”
Today, Atlas continues to support James, helping him manage his properties, coordinate travel, and simplify his day-to-day life, ensuring his retirement is as carefree as he always imagined.
What If You Had Someone to Organize the Details?
Life’s little details can quickly become overwhelming, but with the right team by your side, they don’t have to be. Trust Atlas to handle the complexities, so you can focus on what truly matters. Let us support your world—contact us today.
*This story is based on prior issues and projects Atlas has handled. In order to protect privacy, the details including names have been changed but the services and relief provided are accurate.