The Family Office Experience
Comprehensive Wealth Strategy for Complex Lives
At Atlantic Edge Wealth, we offer more than investment advice. We serve as a central point of coordination for high-net-worth individuals and families with complex financial lives. From business transitions to multigenerational planning, we bring clarity, discipline, and structure to your entire financial ecosystem — so you can focus on living the life you’ve built.
Built for Those with Complexity and Vision
We serve individuals and families who want a cohesive strategy across every area of their wealth. This includes:
Business owners preparing for a sale or managing post-liquidity
Families building intergenerational plans and trusts
Executives with complex compensation and tax challenges
Individuals managing charitable foundations or donor-advised funds
Widows or heirs navigating sudden wealth or responsibility
What You Can Expect from the Family Office Experience
Centralized Strategy
One unified plan, not fragmented advice from multiple providers.
Multi-Generational Planning
Coordination across generations to support succession, education, gifting, and family continuity.
Business Transition Support
Pre-sale planning, post-sale reinvestment strategy, and income structuring after liquidity events.
Estate Structuring
Integration with your estate attorney to align trusts, titling, and legacy documents with your overall plan.
Tax Strategy Oversight
Coordination across generations to support succession, education, gifting, and family continuity.
Philanthropy & Impact Planning
Structuring of donor-advised funds and strategic gifting aligned with family values.
Cash Flow & Liquidity Planning
Income modeling, large purchase planning, and tax-efficient withdrawals to support your lifestyle and long-term strategy.
Investment Oversight
Active portfolio management tailored to long-term goals, family liquidity needs, and risk tolerance — fully aligned with our financial planning process.
Family Governance & Education
Support for family meetings, onboarding the next generation, and building legacy vision across generations.
One Team. Fully Aligned.
You may already have a CPA, estate attorney, or corporate counsel. Our role is to bring them together — or bring in trusted partners when needed — to ensure your full financial life is managed as one coordinated strategy.
You gain:
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Fewer gaps or blind spots
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Less time spent managing professionals
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A clear picture of what you have, why it’s structured that way, and how it’s performing
CPA
Atlantic Edge
Portfolio
Attorney
Insurance
Confidence Comes from Clarity
Your plan will be supported by robust projections, updated regularly, and reviewed through the lens of conservative, long-term assumptions. Our team re-runs models as your life evolves — whether that’s a family change, a business sale, a charitable opportunity, or a market shift.
And when things get complex, we bring simplicity.
