Join our newsletter

Stay informed with curated insights and market updates—delivered directly to your inbox.

Thanks for subscribing to our newsletter
Oops! Something went wrong

Latest posts

Custom CSS
Investing
Financial Planning
Custom CSS
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Estate

The Collector's Balance Sheet™: Estate Planning, Philanthropy & Intergenerational Transfer

For many families, collectibles represent both significant financial assets and deeply personal legacies. Members of the Atlas Meridian team have been obsessively collecting for decades so the topic of intelligent planning around legacy is near and dear. In this think piece, we explore how proper documentation and valuation of collectible assets can dramatically improve estate planning outcomes, reduce family conflicts, minimize tax exposure, and optimize philanthropic impact through the Collector's Intelligence Quotient (CIQ) approach.

Lessons in Leadership

Lessons in Leadership | American Compounding: Starbucks Corporation (NASD:SBUX)

We has the good fortune to get to know a dynamic executive whose vision would change the way America thinks about coffee. Howard Schultz had just begun to evolve a growth strategy that would take his young company from a dozen locations in Seattle and Chicago to over 40,000 stores globally. When we took Starbucks public in June 1992, the Company has only 157 stores and the market value in those early day was around $300 million. Through ups and downs - the stock experienced drawdowns exceeding 50% half a dozen times, Starbucks expanded, maintaining a commitment to quality.

Artists

Creatives Financial Planning Playbook

A comprehensive guide to building wealth while honoring your art. This playbook offers specialized financial strategies for creative professionals, addressing the unique challenges of irregular income, intellectual property management, and career-specific investment approaches.

Education

Education Planning: Core

At Atlas Meridian Capital, we recognize the value of education to nurture future generations. We also have experienced the dramatic rise in education inflation over the past twenty years. In this primer, we outline a range of strategies designed to help families prepare for these outsized expenditures so that, when the time comes, our client's can rest assured that costs are covered.

Estate

Estate Planning: Core

Estate planning is about more than distributing assets—it's about ensuring your values, wishes, and legacy endure across generations. Done well, it protects family harmony, minimizes taxes, and empowers charitable impact. Done poorly—or not at all—it can expose your loved ones to avoidable conflict, cost, and chaos.

Tax
Artists

Tax planning for artists

Artists, musicians, designers, and independent creatives often operate outside traditional employment structures. This leads to inconsistent income, limited access to retirement plans, and underutilized tax strategies. This guide outlines core tax strategies designed for self-employed or contract-based creatives to transform irregular income into sustainable, tax-efficient wealth. At Atlas Meridian Capital, we help navigate a range of strategies to foster peace of mind, optimize after-tax income and grow wealth tax-efficiently.

Tax
Founders

Tax planning for founders

Atlas Meridian Capital was founded by Founders for Founders. We recognize that entrepreneurs who have created value face some of the most complex and opportunity-rich tax situations in the financial world. From entity formation to equity compensation, liquidity events, and legacy goals, the tax landscape is dynamic—and often irreversible. This guide outlines the core strategies Atlas Meridian uses to help founders reduce lifetime tax liability, preserve optionality, and align wealth with purpose.

Tax

Tax Planning: Core

At Atlas Meridian Capital, we help our clients grow wealth through intelligent investment planning. We also want client to keep as much of their earnings - whether earned or investment income - as possible. Tax planning is a key component of optimizing wealth preservation over time. In this core primer, we outline a range of strategies designed to reduce your tax bill and keep more of what you've earned. Because you deserve it!

Risk

Risk Planning: Core

At Atlas Meridian Capital, we are stewards of our client's financial well-being. That means not just effectively navigating financial markets but also ensuring that wealth once achieved, is preserved. Protecting a financial legacy through strategic risk planning is an important part of a holistic financial plan.

Retirement
Artists

Retirement planning for artists and creators

Building financial security while staying true to your creative vision. A practical guide to designing the retirement you deserve.

Retirement

Retirement planning: Core

Planning for retirement is more than just saving—it's about creating a sustainable, tax-smart, and purpose-driven income strategy that adapts to your life. At Atlas Meridian Capital, we guide individuals, families, and founders through a clear framework to turn wealth into enduring security.

Wealth
Primers

Investment Planning: Core

Understanding How to Grow and Protect Your Wealth

Tax
Owners

Tax planning for business owners

The team at Atlas Meridian Capital is messianic about improving our client's financial well-being. An essential component of which centers around optimizing investment and asset location choices to preserve capital for growth and reducing taxes wherever possible. Business owners have unique opportunities to maximize retained earnings.

Wealth

Stewardship Series: ESG and Values Aligned Growth

This comprehensive guide introduces Atlas Meridian Capital's Stewardship Series, an investment approach designed specifically for investors seeking to align their financial goals with their personal values. Through careful ESG integration and focused growth strategies, we offer a pathway to responsible wealth creation without sacrificing performance.

Wealth
Markets

3Q Investment commentary

Equity, fixed income and alternative asset classes performed well during the Q3. Equities extended their advance, and fixed income delivered positive returns despite a complex macroeconomic backdrop.

Wealth
Founders
Owners

Founder Focused | QSBS

Atlas Meridian Capital was founded by Founders with multi-exit experience. The Firm is ideally positioned to work with Founders to preserve and grow the value created through hard work and innovation. We can help transform your successful exit into a generational wealth event through strategic QSBS planning

Primers

Advanced Primer | Investment Planning

The team at Atlas Meridian Capital is committed to helping our clients preserve and enhance financial security. Investment planning is the cornerstone of long-term wealth creation. A robust investment plan considers far more than simple return expectations—it integrates asset allocation, tax optimization, liquidity needs, and personal life goals into a cohesive framework. For high-net-worth individuals, families, and fiduciaries, investment planning also serves as a risk management tool, estate strategy lever, and behavioral guardrail.

Collectors

Collectors Balance Sheet: Transforming Illiquid Assets into Value Now

In the world of high-value collectibles, opacity has long prevented the integration of these assets into a holistic wealth picture. The Collector's Balance Sheet™ addresses this challenge by bringing transparency and systematic valuation to the traditionally opaque markets of fine art, watches, wine, and other collectibles. This document explores how our advanced analytics transform illiquid objects into liquid knowledge, empowering family offices, wealth managers, and high-net-worth collectors to make defensible financial decisions through reliable valuation metrics.

Collectors

Collectors Balance Sheet: The Future of Collecting

The convergence of digital auctions, younger buyers, and thematic collecting has transformed collectibles from a niche pursuit into a global financial market. Atlas Meridian Capital helps owners and their advisors intelligently navigate the $3 trillion collectibles economy. In this think-piece, we outline the infrastructure needed to integrate collectible assets into a comprehensive wealth management program, creating a truly holistic view of client assets in an era where collecting has become central to modern wealth.

Lessons in Leadership

Lessons in Leadership | American Compounding: Nvidia Corporation (NASD:NVDA)

Nvidia exemplifies how vision, technological risk-taking, and decisive leadership compound value over decades. Originally a niche player in 3D gaming hardware, Nvidia pivoted to become the pivotal enabler of AI and accelerated computing, with its market cap surging past $4.5 trillion in 2025. This document explores the strategic lessons, financial implications, and leadership principles that transformed Nvidia from a gaming GPU manufacturer into the cornerstone of the artificial intelligence revolution.