Services

Athena Capital offers a full range of services to wealthy families and their advisors including financial planning, design and implementation of customized investment strategies, expert financial instrument valuation, money manager selection & oversight and investment technology solutions.

We support our clients in two core capability areas:

• Family Office Advisors
• Wealth Management

Family Office Advisors

• Oversee the complex financial lives of families with substantial assets
• Educate multi-generations within families about living with their wealth
• Work with accountants, estate experts and other family advisors to formulate comprehensive risk, return and tax-efficient investment strategies
• Design an appropriate investment benchmark customized to the client's needs:
• Considers your personal situation, income needs, time horizon, liquidity needs, legal and tax constraints, risk tolerance, inter-generational issues, special needs and circumstances
• Diversified amongst a range of asset classes as appropriate, including US equities, foreign equities, real estate, private equity, alternative investments, bonds and cash equivalents
• Expert valuation services for illiquid and complex financial instruments to facilitate hedging and tax-efficient transfers of assets
• Simplified, consolidated reporting of worldwide accounts, partnerships, and investment performance
• Meetings as often as the client requires, with an in-depth quarterly review of all changes, decisions made, portfolio performance, needs for the next quarter in accordance with expectations

Wealth Management

• Your chief investment officer and personal investment staff
  
• High-touch personal advisory services fielding your investment queries in a time-sensitive, opportunity oriented framework by experienced investment professionals
• Investment implementation and execution consistent with your personalized investment plan optimizing risk, return and taxes, according to your families’ needs and market conditions
  
• Due diligence and fiduciary selection of investment managers and hands on investing consistent with your investment strategy and policy
  
• Your advocate in working with Wall Street to structure and execute complex transactions on a risk-controlled and cost-effective basis
  
• Monitor investment performance and money managers’ compliance with the investment policy -- rebalancing and changing investment mix as needed when the following occurs:
  • Client has new specific need or opportunity
  • Overall goals or needs of the client change
  • The markets change (rebalancing required)
  • Specific investment changes (new manager)

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