INDEPENDENCE · EXPERIENCE · TRANSPARENCY

As a multi-family office, Athena Partners Group works with multiple high-net-worth families, managing their entire wealth picture through estate planning, risk management, investment management, trusteeship, and coordination of other financial professionals. We help families aggregate their investments, particularly private investments, which allows greater leverage and buying power, as well as access to leading managers and investment opportunities.

_ Our services

What can we offer to you

Advisory Portfolio Management

Advisory Portfolio Management is a service designed for clients that wish to have full control over the investment decisions while taking full benefit from our Advisory and execution capabilities. In order to help clients with their investment decisions, Athena Partners Group takes a holistic approach on the portfolio and offers advice in different forms:

Strategic Asset Allocation: Athena provides advice on how a client’s portfolio should strategically be structured based on his expected return and risk tolerance.

Core Strategies: Athena provides advice on the Core Strategies that should be part of the Strategic Asset Allocation.

Specific Tactical Trades: Athena identifies specific trades in the market fit in client’s profile and complement the Strategic Asset Allocation.

Discretionary Portfolio
Management

Depending on client’s objectives, style, risk, Investment Universe etc., Athena offers different types of Portfolio Mandates to meet the requirements of its clients:

Risk-Profile Mandates, that cater to each client’s personal risk appetite.

Tailor-made Mandates,that take into account the client’s inputs and constraints.

Thematic Mandates, that cater to specific needs for geographical allocation, style, capital protection etc.

Consolidation
and Reporting

Athena Partners Group is independent from private banks and as such can offer an objective view of the consolidated client holdings in various custodian banks. We can include all the financial assets, as well as real assets such as Real Estate, privately owned shares etc. in a single reporting format irrespective of the custodian of the asset.

_ What do we do

Us

Athena Partners Group, as a Multi-Family Office, offers its clients comprehensive and independent advice for the management of their wealth.

In an increasingly complex world, it is essential to have the necessary resources for wealth management. Long-term planning, knowledge and interpretation of regulatory changes, the legal and tax structure of assets, investment decisions, and the relationship with banks necessarily require a professional team to support you in making the best appropriate decisions.

Athena Partners Group, as your key point of contact, will assist you in achieving your objectives, both of heritage and those related to generational change.

Over the years, as wealth is built, the need for expert assistance in managing it will gradually grow. As a result of this evolution, most of the families start by working with a private bank, and over time use professionals from various specialties, including tax advisors, trustee administrators, accountants, asset managers, etc. Working with a growing number of specialists will increase the time that will have to be dedicated to its administration, since you will have to communicate and coordinate all this effort to achieve the objectives, including everything relevant to generational change.

We collaborate with our clients in the organization and management of their global wealth, and we act as coordinator of most of the needs associated with it.

For example, one of our activities is to consolidate all the relevant financial information in a single report, in which we compare the results obtained vs. the agreements expressed in the patrimonial management plan with the due notes on the deviations that occurred.

This service structure will free you of time and allow you to focus on your investment strategy, thus minimizing your investment risks.

We also serve as support for the transmission of these issues to family members, as well as mentoring the younger generations in conceptual wealth management issues. In specialized publications it is mentioned that many families with high net worth see their net worth significantly diminished once they reach the 3rd level.
Generation. This usually has its origin in a lack of family patrimony strategy, as well as the mechanisms to maintain the focus that from the beginning is the family identity. We are in a position to support on these issues.

We have the knowledge and experience to cover a large part of your planning and wealth management needs. We have formed work teams with external specialists to cover the spectrum of specific needs of each client, and we will take advantage of the experience obtained by providing similar services to other client-families.

What happens when the generation, totally or partially, of relief does not want to get involved in the management of the family patrimony? How is the sale of a company structured? What should I do to assess the possibility of acquiring real estate in a foreign jurisdiction, such as Spain or the UK? How would you structure the purchase? How would you minimize risks? What options of educational institutions would I have to send my children so that…? Which private banks are the most stable and secure?

These are all issues that we can help or guide you with because we have the necessary experience, we have a network of trusted external specialists that we have worked with in the past, and we have already provided these services to some of our clients with similar concerns.

Athena Partners Group is a private equity company, founded by its 3 partners. We maintain privileged relationships with our clients with whom we have worked for many decades.

With low staff turnover, which allows for closer interpersonal relationships with family members. Among our objectives is to become trusted people in your family.

_Partners

About us

Antonio Clemente

CEO & President. Managing Partner.

Has more than 30 years of experience in the international stock markets, first in Venezuela from 1984 to 1989 and then in the United States without interruption until 2006, the year in which he founded Athena Capital Inc,

Stefan Andreasson

Managing Partner.

With more than 20 years of experience in the international stock markets, first in Switzerland and then Panama. He has worked at UBS for more than a decade, in which I held the position of Director advising clients

David Baddour

Managing Partner.

Has more than 40 years in the financial sector. He began his professional career in the banking sector in Venezuela working for Citibank Venezuela, then in 1983 he joined Merrill Lynch in Caracas as an investment advisor

Contact

_Colaboradores

Torre Global Bank,
Piso 32, Ofc. 8
Calle 50,
Ciudad de Panamá, Panamá

info@athenapgr.com
Telephone: (507) 204-6800
Fax: (507) 263-7149

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