Atlantic Trust

Atlantic Trust was founded in 1923 and today is owned by the Canadian banking and financial services company CIBC. It offers private wealth management services and its clients are mostly high net worth individuals, wealthy families, foundations, endowments, and trustee relationships. It has 225 employees and about 2,700 clients. There are 12 offices across the United States. The range of products that it offers includes investment management, asset allocation, proprietary portfolio management, wealth planning, retirement planning, wealth transfer services, philanthropy services, business succession services, fiduciary services, and custody services.

Their head office address is: 100 Federal Street, 37th Floor, Boston, MA 02110, United States

They can be contacted by telephone: 617.357.9600

Source: https://www.atlantictrust.com/

Atlantic Trust Services

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