Financial Concierge Services Athenian Private Client Group is proud to present its Financial Concierge Services, a program available to all of its clients. We have spent years building a strategic alliance with a professional network for outsourced independent services. Our Financial Concierge Services reflect a comprehensive view of our client’s financial needs and a vision to be the solution for our client’s financial lives and legacy. Investment Strategies Portfolio ManagementAlternative InvestmentsStock Options/Restricted Stock Retirement Planning Cash Flow/ Income PlanningWithdrawal StrategySocial Security and Medicare EvaluationBusiness Succession Estate & Transfer Planning Estate OverviewTax MinimizationCharitable GiftingBeneficiary DesignationsLife Insurance Consulting Business Planning Cash ManagementDefine Benefit/ContributionSuccession PlanningKey Man/Buy-Sell Join Our Community This page, along with even more exclusive content, is available to members of our community. We'd love to have you join us! First Name Last Name Email Address Thank you! Oops!