Lifetime Gift Planning
Changes in tax and estate law, beginning with the American Taxpayer Relief Act of 2012 through recent proposed changes, have brought about new thinking about passing on assets during your lifetime, thinking that goes beyond just “giving your way out of estate taxes.”
If your assets are custodied with Atlantic Trust, please select the internal custody version of Atlantic Trust Portfolio Online to view your portfolio information.
If your assets are custodied with an external custodian, such as Schwab, Fidelity or The Bank of New York, you may access the external version of Atlantic Trust Portfolio Online.
Sponsored Funds Investors:
If you are an investor in any of the Atlantic Trust Sponsored Funds, you may access the Atlantic Trust Investor Dashboard here.
For further assistance, please contact your Atlantic Trust client service team.