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Josh Perlmutter

Atlas Family Office

Member profile details

Membership level

MBBI-Rising Star

First name

Josh

Last name

Perlmutter

Organization

Atlas Family Office

Primary Profession

Wealth Management

State

Illinois

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About you

Chapter

Illinois

Bio

Josh Perlmutter is a Founding Advisor at Atlas, a multi-family office focused on helping business owners and executives reduce taxes and improve after-tax outcomes. He specializes in proactive planning strategies around liquidity events, business sales, and concentrated equity positions.

Josh works closely with clients to implement tailored investment and tax strategies designed to preserve wealth, enhance cash flow, and optimize long-term outcomes. Through Atlas, he provides access to institutional-quality investments alongside coordinated planning across tax, estate, and investment disciplines—helping clients make smarter decisions before and after major financial events.

URL

https://atlasfinancial.com/

LinkedIn:

https://www.linkedin.com/in/josh-perlmutter-011474a7/

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Midwest Business Brokers and Intermediaries (MBBI)
1018 W. Madison St. Suite 9 | Chicago, IL 60607

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