FAQs
About Atlantic Advisors
What is Atlantic Advisors?
Atlantic Advisors is an administrative multi-family office based in Marbella, Spain. We specialise in simplifying the complexities of global wealth for high-net-worth individuals and families, allowing them to focus on what matters most.
What makes Atlantic Advisors different?
Our guiding principle, Bringing Clarity to Complexity, focuses on reducing stress and confusion for our clients. By providing clear, comprehensive reports on all aspects of their wealth, we empower clients to make confident decisions. We are a subsidiary of Atlantic Financial Group, Switzerland, and our multilingual team is highly experienced in wealth administration, tailored to the needs of high-net-worth individuals and families, particularly those based in or visiting the Costa del Sol.
What does an administrative family office do?
An administrative family office manages the operational and organisational aspects of wealth, including consolidating assets, streamlining financial administration, and supporting legacy and governance planning. Unlike investment advisors, who focus on portfolio growth, we handle all other aspects of wealth management.
Where are you located?
We are based on The Golden Mile in Marbella, Spain, and serve clients worldwide through our affiliation with Atlantic Financial Group in Switzerland.
What languages does your team speak?
Our multilingual team speaks English, French, German, Spanish, and Italian, ensuring we can effectively support a diverse international clientele
Why is your family office based in Marbella?
There is an increasing demand for family office services in Marbella and the Costa del Sol, as this area has become a hub for affluent individuals and families. Many of our clients spend at least part of the year here, attracted by the climate and lifestyle. Our location allows us to serve this growing community with tailored solutions for their unique needs.
Services
What services do Atlantic Advisors offer?
We offer a range of services, tailored for high-net-worth clients, including:
- Consolidated Wealth Reporting: A clear, holistic view of all assets, both financial and non-financial.
- Asset Administration: Managing all the details of a client’s wealth
- Inheritance and Legacy Planning: Helping structure wealth transfers to minimise taxes and preserve family values.
- Family Governance: Assisting in creating frameworks for decision-making and shared family goals.
- Relocation Support: Offering guidance for settling in Spain, including property, legal, and business matters.
How does Asset Administration differ from Asset Management?
- Asset Administration focuses on the operational side of wealth, such as record-keeping, reporting, and managing the logistics of complex assets.
- Asset Managementis primarily concerned with financial investments and portfolio growth. We complement asset managers by providing the administrative support necessary to understand and manage complex wealth. At Atlantic Advisors, we are not wealth managers, nor do we offer investment advice.
What is Family Governance?
Family governance is the process of creating structured systems for making decisions about wealth and legacy across generations. It often involves establishing a family constitution, creating communication frameworks, and aligning goals to ensure family wealth is managed in harmony.
What is Legacy Planning?
Legacy planning involves structuring wealth and assets to be transferred to future generations in a tax-efficient manner. It also ensures that family values and harmony are preserved during the transfer process.
How We Work
How do you consolidate assets to provide a complete view of wealth?
We gather information from all relevant sources such as bank statements, property records, and investment documents, then compile them into a customised, easy-to-understand report. This process often requires expert analysis and market awareness to assess the true value of assets across various types. Our reporting is unique and provides a unified overview.
What kind of reports do you provide?
As part of our consolidated wealth reporting service, we provide tailored, detailed reports in a simple-to-digest PDF format.
Do you offer consultations to explain wealth reports to clients?
Yes, it’s the most important part of what we do! Helping clients gain clarity is our mission. We meet regularly with clients to review and discuss their reports and every aspect of their wealth. We ensure that every detail is understood and that the report serves as a living document, updated when required, according to the client’s evolving needs.
What can I expect when working with Atlantic Advisors?
We pride ourselves of being discreet, approachable, and flexible in our approach. We understand that our clients are often time-poor, so we aim to make the process as seamless and efficient as possible, while always being responsive to their needs.
Do you work with other financial professionals, like private bankers or advisors?
Yes, we frequently collaborate with private bankers, wealth managers, and other financial professionals to ensure a seamless and holistic experience. We complement their services by offering additional expertise in areas such as wealth consolidation, governance, and administration.
Is a Family Office for Me?
How do I know if I need a family office?
If you have significant wealth and find managing all aspects of it increasingly complex, a family office can help simplify your financial life. We ensure that your wealth is managed efficiently and preserved for future generations.
Do I need significant wealth to benefit from your services?
Our services are designed for individuals and families with complex wealth structures. If you’re unsure whether we are the right fit for your needs, we recommend scheduling an initial consultation to assess your situation.
What are the benefits of a multi-family office over creating my own family office?
A multi-family office offers shared resources and expertise, significantly reducing costs compared to setting up your own family office. You also benefit from established systems, a network of professionals, and the broad experience we have managing diverse clients.
I already have advisors. Why do I need a family office?
Many of our clients already have private bankers or wealth managers, but they often turn to us for services such as wealth consolidation, governance, and administrative support. We provide a holistic, impartial approach that complements the work of other financial professionals.
Do I need a family office if I only have a small family?
The size of your family doesn’t impact whether a family office is right for you. Whether you are an individual or have a large family, we tailor our services to your specific needs.
How can I learn more or start working with Atlantic Advisors?
To learn more, contact us.