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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