Broker Check

Multi-Generational Planning


The family office has been providing personalized investment management and thoughtful advice with the utmost privacy and control to their clients for generations. But the traditional family office is facing tough challenges. Market volatility, talent retention, cost and regulatory pressures are causing many single- and multi-family offices to look for alternative means of addressing families’ needs.

Many families have found Athenian Private Client Group a compelling alternative. Athenian Private Client Group has a deep understanding of the complexities of multi-generational family wealth. In addition to offering a robust investment platform, we provide access to a wide range of planning, advisory, reporting and help families navigate generational issues with tailored education and customized legacy solutions.

Whether you only want investment management or need a full family office platform, Athenian Private Client Group provides an alternative to the dedicated family office.