The family office
the ultra-wealthy keep on staff.
One coordinated team for asset protection, tax reduction, growth, and estate planning — built for doctors and business owners who have real money to protect.
Stone Dorough & Andrew Gilbaugh · Principals · Plano, Texas
What we do
Four disciplines, one team.
Most people stitch together a CPA, an attorney, and an advisor who never talk to each other. We're one team that does all of it — and makes the pieces work together.
Asset Protection
Preserve what you've built.
Separate and shield your home, savings, and practice so one lawsuit can't reach them.
Tax Reduction
Keep more of what you earn.
Restructure how your income lands so you legally stop overpaying the IRS.
Asset Growth
Grow today for tomorrow.
Put protected capital to work with a plan built around your whole picture.
Estate Planning
Provide for generations.
Pass wealth to your family intact — not gutted by probate and estate taxes.
The model
You don't need four advisors. You need one room.
Most successful people end up with a CPA, an attorney, an estate planner, and a tax strategist who all bill separately, never meet, and quietly contradict each other. We replaced that with one bundled team — the way ultra-high-net-worth families have always done it. It's called a family office, and it used to start at $25M+.
We made it work at a fraction of that — for doctors and business owners doing $300k+.
Most people
Atlas Family Office
one team · one plan
How it works
From first call to fully protected.
Free strategy call
We learn your picture and tell you straight if we can help.
Audit & plan
We map what's exposed, what's leaking, and what it's worth to fix.
We build it
Trusts, entities, and transfers handled end to end — you don't chase anyone.
Ongoing office
Your team keeps the books, files, and strategy running every year.
Your team
Real people who do this every day.
Stone Dorough
Managing Partner
Builds the structures most advisors only talk about — the trusts and entities that keep what his clients earned where it belongs.
Andrew Gilbaugh
Wealth Advisor
Has watched a single lawsuit erase years of work overnight. He sets up the protection early — long before it's ever needed.
What we find
Six leaks we see in almost every audit.
These aren't gotchas — they're the patterns. If any of these are open in your picture, we can almost always close them legally.
S-corp set up but no MSO
You're stuck paying ordinary rates on dollars that could route through a different entity.
Retirement vehicles maxed out — and that's it
Defined-benefit and cash-balance plans can dwarf the 401(k) ceiling for high earners.
Personal real estate held personally
One lawsuit reaches everything in your name. Trust + LLC structure separates it.
Family payroll not running
Paying your spouse / adult kids correctly shifts brackets and funds Roths most years.
Depreciation left on the table
Cost-segregation studies on owned property routinely unlock six figures.
No estate plan past a basic will
Probate strips 3–7% off every dollar and freezes assets for months.
FAQ
Questions, answered.
Who do you work with?+
Doctors, business owners, and high earners — generally $300k+ in income — who feel their tax bill climbing and have real assets to protect.
How are you different from my CPA?+
Your CPA files your taxes. We build the structure that reduces them and shields your assets, then coordinate the CPA, attorney, and estate plan so everyone's aligned.
Is the first call really free?+
Yes. The first conversation is about whether we're a fit. If we're not, we'll point you in the right direction.
How long does setup take?+
Most structures are built in weeks, not months — and the protection only works when it's set up before there's ever a problem.
See what you should be protecting — and keeping.
A free 30-minute call. We'll tell you straight if we can help.