Concentration poses an unequivocal risk to long-term wealth. Investment concentration refers to the level of exposure to a business or investment, markets, or industries. Nevertheless, concentration is often an unavoidable aspect of wealth creation. We understand the need for a comprehensive approach and advise on concentration management and hedging strategies.

Our team approaches tax planning proactively. We focus on various methods to optimize tax efficiency in Investments, Income Management, and Estate Planning.

Estate planning is a crucial part of carrying out legacy and caring for loved ones. We use state-of-the-art software to plan, model, and forecast for some of the most relevant topics in estate planning:

Minimizing Taxes, Asset Distribution, Protecting Beneficiaries, Providing for Dependents, Avoiding Probate Delays and Costs, Maintaining Privacy, Business Succession Planning, Healthcare Directives.

For some individuals and families, gifting is an important aspect of their wealth plan. We advise on gifting strategies to help you achieve your personal and family goals.

We aggregate all assets in addition to traditional investments to build a customized balance sheet for our clients. At Athos, comprehensive advice must involve an understanding of the entire financial picture.

Planning and forecasting liquidity is a vital aspect of wealth planning. We utilize different methods, models, and relationships to provide comprehensive guidance on the liability side of the balance sheet.

Whether you are raising your first round of funding or navigating an IPO process, we have the expertise to guide you along.

We take the guesswork out of making your next move — from a career decision to a home or large asset purchase— and everything in between.

We use Financial Planning as a pathway to delineate and set life goals while determining risk tolerance and evaluating current and future financial resources to facilitate decision-making to support your financial objectives.

We work hand-in-hand with an extensive network of professional advisors to make your financial goal a reality.

Our team has vast international experience to assist you in navigating the wealth management landscape — we speak multiple languages, including Portuguese, Spanish, Japanese, and Mandarin.

We are a Registered Investment Advisor (RIA). RIAs are held to a fiduciary standard, meaning that we are legally obligated to act in the best interests of our clients.

*Being registered as an investment adviser does not imply a certain level of skill or training and all investment advisers have a fiduciary duty to act in the best interest of its clients.