Athena Partners Group Inc.

Overview

Panama’s Superintendencia del Mercado de Valores lists ATHENA PARTNERS GROUP INC. among licensed investment advisers.¹ Athena states that it operates under Panama SMV Resolution SMV 113 2018.³ The firm describes the licence as effective since 2018, with qualified personnel, periodic reporting and inspection.³ Athena describes itself as a multi family office based in Panama City.³

History

The firm’s website says Athena was founded in 2018 by bankers who moved to client side work.³

Services

Athena’s Portfolio Architecture mandate covers asset allocation design and implementation using accounts opened in each client’s name with international custodians.³ The work includes setting risk bands, currency parameters and liquidity needs.³ Athena says it negotiates banking terms and combines reporting from multiple venues.³

Its Wealth Continuity mandate focuses on planning for transfers between generations.³ Assignments can include written family governance rules, decision procedures and defined roles for heirs.³ Athena says this work is coordinated with lawyers and tax advisers in the relevant jurisdictions.³

Special Mandates can involve corporate and fiduciary vehicles.³ They can also cover co investments with other families, reviews of inherited illiquid positions and second opinions on proposals from third parties.³

Athena says client accounts are opened and coordinated at UBS, Morgan Stanley, Vontobel and Mercantil.³ The firm states that custody and title remain outside Athena and that client assets do not pass through its balance sheet.³ Athena states that it receives payment for advisory services.³

What the firm offers

• Investment management
• Tax planning
• Trust and fiduciary
• Family governance and education
• Cross-border planning

Client focus

Athena says it serves Latin American business families.³ The firm identifies founders following a business exit as one client group.³ It also identifies estates being transferred to the next generation as another client group.³

Investment philosophy and approach

Athena’s stated process starts with a consolidated review of wealth, including assets, debts, currencies, jurisdictions and items outside financial accounts.³ The firm says this review leads to an investment policy and mandate signed by the client.³ Athena describes ongoing follow up, with revisions to the policy when family circumstances change.³ Its stated investment philosophy emphasizes written, explicit and reviewable limits for risk and liquidity.³

FAQs

Related resources

• LocationMultifamily offices in Panama

  This page helps compare multifamily offices serving Panama and nearby Latin American markets. A family considering Athena Partners Group can use it to frame questions about investment management, tax planning, fiduciary work, and cross-border support for business-owning families.

• Network siteOffshoreTrusts.com

  These guides explain how offshore and international trusts may fit cross-border asset planning. They can help a Latin American family prepare informed questions about trust structures, fiduciary responsibilities, tax considerations, and how those arrangements relate to investment management.

• Network siteFamilyBusinesses.com

  The directory and playbooks focus on family-owned businesses, including ownership, succession, and governance concerns. Business families considering Athena Partners Group can use these resources to identify priorities for family education, governance, tax planning, and coordination between operating companies and family assets.

• GuideOutsourced CIO vs multifamily office

  This comparison explains how an outsourced chief investment officer differs from a multifamily office. It can help a family assess whether it needs investment oversight alone or broader support that may include tax planning, fiduciary services, family governance, education, and cross-border planning.

• Similar firmsK&B Family Office
  sQuadra Multi Family Office

  Profiles of K&B Family Office and sQuadra Multi Family Office provide additional points of comparison within the same site. Reviewing their stated services, locations, and client focus can help a family develop practical questions for Athena Partners Group about regional experience, investment management, fiduciary work, and family governance.

Sources

1. Panama SMV regulated entities , accessed 2026-10-23.
2. Linked SMV entity document , accessed 2026-10-23.
3. Athena Partners Group , accessed 2026-10-23.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.