Multi-Family Office

FAMILY OFFICE

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.

Our Family Financial Services

Integrated Services and Advice
Family Office clients benefit from tailored services

Cash management and client bill pay services
Capital calls and distributions
Household staff management
Income tax projections
Balance sheet creation

Family Meetings
Family meetings offer an opportunity for focus and mutual discovery

Multi-generational conversations
Discussions around family history, core values, and mission
Family retreats focused on wealth and generational concerns
A chance to step back and "see the forest"

Monitoring and Reporting
Families benefit from tracking and supervision of their multiple accounts

Ongoing investment oversight
Adherence to investment policy
Performance measurement/consolidated reporting
Manager evaluation

Centralized Organization of Client Information
Families require easy, instant access to important documents

Online vault for family documents
Tax documents
Estate planning documents
Investment statements
Multiple asset documents (real estate, marine, aviation, artwork)

Coordination of Advisors
Families need clarity and simplification across advisors

Summary of idea proposals
Status reports on implementation
Family members and advisors kept up to date
Reduction in duplication of provider services