
Atherton Trust is unique because we have never lost a client's original principle invested in securities.
Through active account management we provide prosperous families, closely held companies and family foundations with: trustee & co-trustee services, investments in real estate, securities and collectibles; estate and financial planning; tax strategy and accounting, lending and family advisory services. We work with you, and your advisors, to produce optimal results for you. Click here to learn why we are unique in the financial services industry.