Athena's services

Other Services for Private Clients

> Trustee/Custodial Bank Relationship evaluation
> Charitable Giving and Foundation Advisory Services
> Negotiating Lines of Credit and Asset-backed Debt
> Multigenerational Planning
> Evaluation of Life and P&C Insurance
> Financial Planning
> Financial Coaching
> Due Diligence on Providers of Other Services
> Investment Tax Return Management
> Aircraft Management
> Bill Pay