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 Management
Alternative Investments
Stock Options/Restricted Stock
Retirement Planning
Cash Flow/ Income Planning
Withdrawal Strategy
Social Security and Medicare Evaluation
Business Succession
Estate & Transfer Planning
Estate Overview
Tax Minimization
Charitable Gifting
Beneficiary Designations
Life Insurance Consulting
Business Planning
Cash Management
Define Benefit/Contribution
Succession Planning
Key Man/Buy-Sell