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About the Author
Linda Beerman
Managing Director, Atlantic Trust

Linda S. Beerman is chief fiduciary officer and head of the Wealth Strategies Group at Atlantic Trust. The firm currently manages US$19bn for clients and is the wealth management division of Invesco Ltd. Headquartered in Atlanta, Georgia.

Articles Published
Legacy Planning: It's Not About The Money
Family legacy planning is an opportunity to define, reflect on and express what wealth really means to the family. For most families, it means identifying the core values that make the family who it ...  Family ...
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Financial sector has deep pockets for philanthropy: Report
KARREN VERGARA
A new philanthropic report finds that ASX-listed financial firms were among the largest donors that gave generously to the coronavirus and bushfire appeals.
Ian Macoun sells $83m of Pinnacle shares
KANIKA SOOD
Pinnacle's Ian Macoun sold $83 million worth of PNI shares yesterday, as the stock headed towards an all-time high after a strong first half result.
Wilsons starts Canberra office
KANIKA SOOD
The 125-year-old advice and stockbroking firm is establishing a Canberra office, as two financial advisers based in the region join from Elston.
Billionaires profit from pandemic: Report
KARREN VERGARA
The nation's wealthiest saw their fortunes increase by nearly $85 billion during the COVID-19 pandemic, a global survey highlighting the widening income-inequity gap shows.
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Legacy with a view
ANTHEA HAMMON
What can the next generation learn from a not-so-smooth succession? Anthea Hammon shares her the journey of her family, who owns Scenic World in the Blue Mountains.
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