CIBC Atlantic Trust Private Wealth Management
What's your vision for "success"? From close to a century of working with affluent individuals and families,* we've learned that success often means achieving a sense of satisfaction and joy about the use of your wealth for yourself, your family and causes you hold dear.
It also means having peace of mind about your financial affairs, trusting that your wealth advisor is managing the complexities of wealth ownership. Additionally, for some, it means that plans are in place to realize your vision for broader community impact and a lasting family legacy.
*Through predecessor firms
Investment management, Wealth transfer planning, Family education and legacy, Fiduciary offering, Professional trustee, Strategic philanthropy, Wealth preservation, Family business planning, Entity management
Atlanta, GA, United States