ATLAS is not a product we sell, it is a standard we apply. Agentic AI that knows your estate, your taxes, and your intent — working beneath a federally licensed professional who signs for it.
Built for families whose wealth is measured in generations, not quarters.
Every morning at 6:00 your time, one page arrives. It tells you what your strategist is watching, what has been handled, and the single decision — if any — that needs your attention. No dashboard to open. No login required to begin your day.
The 2am question you'd save for a Thursday appointment — asked now and answered with the full weight of your specific financial context. Your positions, your calendar, your intent, your history.
"The answer your CPA's front-desk clerk can't give you. The answer only a senior partner could — except this one knows your file cold and never sleeps."
Wait until Oct 2. You clear the $200k compensation threshold by two weeks, dropping effective federal rate by 3 points on the exercise. The concentration flag I tagged last quarter also resolves that same week.
Want the full scenario model?
Not a trade call — but here's the relevant context. NVDA is 14% of liquid net worth, 4 points above your concentration threshold. A partial trim to 10% is absorbed by your tax-loss carryforward with no realized gain. Your investment team owns the earnings-risk decision.
A second set of eyes that never sleeps — watching tax law shifts, market dislocations, and the slow drift of fiduciary risk. Caught the moment they surface.
Every return filed, every position held, every trust amended — captured in one private intelligence. No more "let me look that up."
Each morning, one page of what matters — opportunities, risks, one decision to consider. The rest is handled. The rest is quiet.
Eight domains, watched as one system — because the friction between them is where wealth leaks. A vesting window colliding with an estimated-payment deadline. A trust amendment colliding with a gifting window. ATLAS watches the interactions.
Documents reviewed, strategy set, your goals captured. One intake, once.
A dedicated Atlas begins learning your estate, your taxes, your intent.
Your morning page arrives. Your private console is open whenever you want it.
Your Atlas works alongside a named human team. AI should not be the only voice in the room.
ATLAS is built for a narrow band of clients. The specificity is the standard.
Recent exits. Sudden wealth. Concentrated positions, base-cost complexity, year-one tax planning, long-horizon legacy design.
Established wealth. GST planning, dynasty trust oversight, next-generation preparation, family governance, philanthropic strategy.
Atlas is built to the standard of private banking, not consumer software. Your information is isolated, encrypted, and revocable at any moment.
Your Atlas runs in an isolated environment. Your data never trains anyone else's model, and it never leaves your perimeter without explicit instruction.
Controls mapped to ISO 27001 and NIST CSF for institutional-grade assurance.
AES-256 encryption end-to-end. Keys managed in hardware security modules with scheduled rotation and split-knowledge custody.
Atlas observes and strategizes. It never holds, trades, or custodies assets. Your existing advisors execute. We stay in our lane — by design.
For a century, private wealth has been stewarded by trusted counsel — attorneys, CPAs, bankers. ATLAS does not replace them. It adds something none of them can offer: a strategist that remembers everything you have ever done, watches everything that could affect you, and arrives each morning with what matters. Not more. Not less.
Founder of SMIB Management, the tax practice creating ATLAS. Federally licensed by the U.S. Department of the Treasury to represent taxpayers at every level of the IRS. The human accountability behind the platform. More →
If you haven't asked these yet, you will. Quick answers below — the longer versions live in the conversation.
Atlas augments your team, it doesn't replace them. Your existing counsel continues to execute. Atlas observes across all of it, surfaces what they may have missed, and prepares the material your team acts on — saving cycles on both sides.
Your dedicated Atlas runs in an isolated instance. Inside the firm, only your named engagement team has access — under a strict need-to-know policy, with every query logged. Your data never trains anyone else's model.
No. ATLAS is not a financial advisory firm and does not provide investment advisory services or advice. We provide strategic tax optimization, financial optimization, tax advisory, compliance, and transactional representation — a highly specialized area. Any investment strategy you act on is executed through your existing investment advisors and custodians.
Annual retainer. Transparent fee structure. Minimum engagement by invitation only — discussed privately as part of our introduction conversation.
Atlas surfaces observations and scenarios. A named human partner reviews every Your Call prompt before it reaches you, and every strategic recommendation before it is executed. AI is the first pass, not the final word.
Two to six weeks, depending on complexity. We review multi-year returns, trust documents, entity structures, compensation arrangements, and stated goals. Your first daily brief arrives when the picture is complete — not before.
ATLAS is a private practice. Engagements begin with a conversation — not a signup.