Service Levels
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
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
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
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