Enthusiastic, transparent and known for his wittiness, Athas thrives on collaborating with clients to achieve their aspirations. A clear communicator, he enjoys cultivating long-term relationships as well as connecting with new people. His infectious energy and diligence mean that he is driven to go above and beyond the call of duty for his clients and his colleagues.
Athas is an accomplished investment industry professional with almost 20 years’ experience across various analytical and business development roles, working with individuals, institutions and intermediaries. Athas brings a wealth of knowledge working with some of the most sophisticated participants in the asset management universe to deliver best-in-class solutions and practices.
As a Chartered Alternative Investment Analyst (CAIA), Athas considers the diversifying function and other benefits that compelling alternative assets and strategies potentially provide within portfolios.
In addition to his relationship management and business development responsibilities, Athas is actively involved in ongoing manager research and asset allocation to ensure that RFO clients have all the tools necessary to build lasting multi-generational prosperity.
*Richter Family Office is a registered trade name. The Richter Family Office group is comprised of Richter LLP and its subsidiary,
RFO Capital Inc., a registered portfolio manager. Richter LLP is an independent firm that provides family office, accounting, tax and business consulting services, with wealth, investment advisory, portfolio management and consolidated wealth reporting services provided via RFO Capital Inc.
Fields of expertise
- Alternative strategies
- Manager research
- Chartered Investment Manager (CIM), 2021
- Chartered Alternative Investment Analyst (CAIA), 2004
- Bachelor of Commerce, University of Toronto, 2002
Professional and Community involvement
- Member Advisory Panel, Canadian Association of Alternative Strategies and Assets (CAASA)
Creating And Managing Your Wealth
Since inception, we have been driven by independence and objectivity. We are not beholden to one investment solution or limited by the number of investment opportunities available to us.
Preparing Your Next Generation – Financial Literacy Program
Richter’s Financial Literacy program is a customizable way to educate family members around key areas of family wealth and business management.
Giving Back To The Community – Philanthropy
Charitable giving is often an expression of your core values; it represents you and your legacy to the community. It can also be a family project that brings the next generation into the fold in a meaningful way.
Navigating Family Dynamics – Governance
With great wealth comes great responsibilities towards the community, family members and generations to follow. Developing clear governance systems ensures family harmony and, ultimately, intergenerational success.
Estate and Tax Planning to Protect your Legacy
Integrating your tax structuring is crucial for all ultra-high-net-worth families. This includes will planning, the use of trust, estate planning, and investment structure optimization — all of which maximizes tax efficiencies and minimizes the burden on you and the next generations.
Keeping Your Family Safe
Life insurance can be an investment for families to provide liquidity at death or for philanthropic objectives. We help you evaluate if life insurance can meet objectives.