REACH out, REACH in.
Your generation is reaching out—you're the "global generation," unlike any other generation before you. You're reaching out to address and incorporate into your lives the issues, causes and beliefs across the globe that capture your interest and passion.
You're also reaching in–you're the "we generation," in the best, most intimate sense of the word. You're recognizing the power and sense of fulfillment of having a voice within your family. Of engaging with and helping to shape and steward your family's values and vision for the future.
As a wealth management firm for families, we're here to support, empower and guide you as you reach in and out.
Our G2G (Generation to Generation) Impact program is designed to help your generation prepare intentionally for management of your own wealth. Further, it is also designed to bring families together to have meaningful discussions about family wealth, to allow each generation a voice in shaping family legacy and to facilitate your family's "big ideas" for continued engagement with your community and the world. By getting involved, you will be able to meet and collaborate with other "rising generation" young leaders.
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.