Cibc Atlantic Trust Private Wealth Management

Description

• At CIBC Atlantic Trust, weve been engaged in only one business since 1923*private wealth management for affluent individuals and families. We also partner with private foundations and endowments for investment management. After nearly a century, we believe we have a deep understanding of the always-changing challenges and complexities of wealth and the needs of the wealthy. We know clients want and expect their interests to be put ahead of our interests, their wealth to be simplified and their advisor to be a highly experienced professional who is fully engaged in helping them to realize their familys legacy.As holistic wealth managers in both philosophy and practice, we serve clients at varying levels of wealth whose primary goals include capital protection and appreciation, multi-generation wealth transfer, stewardship and legacy. As fiduciaries, we offer objective expertise and advice that puts clients interests first. As investment managers, we tailor portfolios to preserve and grow assets. As wealth strategists, we address each familys overall financial goals and legacy aspirations.To learn more about CIBC Atlantic Trust, please visit cibcatlantictrust.com. *Through predecessor firms.
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  Headquarters:3290 Northside Parkway Nw Suit , Atlanta, Georgia, United States

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  Phone Number: +1 404-881-3400

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  Website: https://www.cibcatlantictrust.com

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  Employees:228

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  Revenue:> $1B

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  Legal Name:Cibc Atlantic Trust Private Wealth Management

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• |  NAICS Code: 531210  |

    NYSE: IVZ

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