By failing to prepare, you are preparing to fail.”

Benjamin Franklin  

Managing your investments in order to achieve your goals requires a sensible plan and good execution. This is why successful families hire competent professionals to help them: the more money is involved the more likely they will turn to investment counsel firms rather than purchase financial products. 

Whether your family’s assets were accumulated through diligent savings; inheritance; or the sale of a family business or other event, significant amounts of capital bring on new challenges. In each case, these challenges are opportunities to understand the proper management of one factor – TIME. As in sports and life, managing the clock is crucial to financial success. 

At Pallas Athena our goal is to conduct our work calmly and rationally so that our clients can enjoy their lives free of the usual stresses of financial pressure.