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Service Levels

Service Levels

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Providing Three Levels of Service to Align With Your Needs

Below we describe our three main levels of client service and the approximate levels of wealth associated with each service level. Our services are tailored to each client based on your wealth goals and needs. Antares Wealth Management assists clients with investment management and financial planning to help build and sustain your personal and business wealth. The charts show potential available services at each level but not all services may be appropriate for each family situation.

Corporate Reserves

Portfolio of $500,000 - $2,000,000

Portfolio of $500,000+

Investment management
Manages excess reserves using a conservative approach to seek income yield and some growth over time
Portfolio can be customized to align with the desired goal for excess cash

Family CFO

Portfolio of $2,000,000 - $25,000,000

Portfolio of $2,000,000 - $25,000,000

Comprehensive financial planning strategy with periodically updated wealth forecast
Investment portfolio design, tax-efficient management and online 24/7 access to performance reporting
External account aggregation
Estate planning review
Insurance needs planning
Income tax planning
Charitable planning strategies
Targeted plans for life events (retirement, education, etc.)
Access to Private Alternative Investments
Leader of family team of advisors

Family Office

Portfolio over $25,000,000

Portfolio over $25,000,000

All Family CFO Services
Consolidated online reporting for all private and public investments regardless of the manager
Assistance with trusts, family foundations, family limited partnerships and other complex entities
Access to direct private alternative investments via AWM as well as due diligence for private investments offered to family
Bill paying, budgeting, expense management, and reporting (for additional fee if desired by family)
Assistance with estate planning, including wills, trusts, family foundations, family limited partnerships, and other complex entities
Family education seminars
Investment, tax, and legal advisor coordination

Want to Learn More About Our Services?

Contact Us

Our Locations

BUCKHEAD (HQ)

3550 Lenox Road, NE
Suite 2700
Atlanta, GA 30326

Peachtree

3630 Peachtree Road, NE
Suite 940
Atlanta, GA 30326

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Meet The Team Expand

  • Antares Team
  • Investments and Planning Specialists

Our Services Expand

  • Service Levels
  • Financial Planning Services
  • Investment Management
  • Foundations and Nonprofits
  • Family Office

Client Experience Expand

  • Fiduciary Fee-Only Financial Advisors
  • Financial Team Leader
  • Online Reporting
  • Interactive Planning
  • Team Approach
  • Deep Expertise
  • Client Stories

Resources Expand

  • How To Select An Advisor
  • Insights and News
  • Form ADV/CRS
  • Client Login

About Us
  • History
  • Profile
  • Mission / Values
Meet the Team
  • Antares Team
  • Investments and Planning Specialists
Our Services
  • Service Levels
  • Financial Planning Services
  • Investment Management
  • Foundations and Nonprofits
  • Family Office
Client Experience
  • Fiduciary Fee-Only Financial Advisors
  • Financial Team Leader
  • Online Reporting
  • Interactive Planning
  • Team Approach
  • Deep Expertise
  • Client Stories
Resources
  • How To Select An Advisor
  • Insights and News
  • Form ADV/CRS
  • Client Login

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