Angeles Family Office

Angeles Family Office offers comprehensive wealth management, financial planning, consulting, and investment management services. The firm helps individuals, families, and business owners with retirement planning, tax and legal planning, trust and estate planning, cash flow forecasting, bill paying, business brand and talent management, and philanthropy. Angeles Family Office primarily allocates client assets across mutual funds, exchange-traded funds, individual stocks and bonds, private placement securities, and alternative investments such as hedge funds and private equity, often utilizing model portfolios and fund-of-funds created by affiliated entities. The firm tailors its services to each client's individual risk tolerance, time horizon, and liquidity needs, offering both discretionary and non-discretionary management.