How We Serve
Our Clients
Our clients' success drives our success. We strive to bringing skills, insights, and resources to clients in ways that advance their mission and meet their objectives. Our focus is not on our growth, but instead we prefer measured organic growth resulting from client referrals and our reputation.
There are four key tenets which underlie how we work together.
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Culture of Service
Our clients are at the heart of all we do. We take great satisfaction in seeing the realization of their investment and legacy goals. Our leadership team and deep resources come together to deliver superior solutions for our clients. Being a true independent wealth manager, owned solely by its employees, we control our destiny.
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Focused Listening
In building a collaborative partnership, custom investment program and legacy strategy, we start by listening to our clients. It is important for us to understand their history, preferences and constraints, and future aspirations. Only then do we find it appropriate to bring our expertise and insights, in a collaborative fashion, to craft the way forward.
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Tenured Experience
We bring decades of experience working with wealthy families and the multitude of issues that come with multi-generational wealth. Our professionals work closely with clients to ensure that long-term wealth goals are defined and a strategy is put in place to reasonably achieve them. The senior wealth professionals at Angeles Wealth have been advising clients for an average of 22 years.
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Fiduciary Trust
Our professionals strive to act in the best interests of our clients at all times. The Investment Advisers Act of 1940 requires advisors;
" …to act in the best interest of the customer without regard to the financial or other interest of the…investment advisor providing the advice." - Section 211 (g)(1)
This language, commonly known as the "Fiduciary Rule," is the guiding principle in our code of conduct.
Services & Solutions
Discriminating private investors are attracted to Angeles Wealth due to our sophisticated wealth management platform and ability to develop custom solutions.
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Private Client Investment Experience Powered by Institutional Process
Angeles Wealth leverages the talents of our experienced private client professionals and of our affiliate, Angeles Investments (Angeles). Our relationship with Angeles affords our professionals full access to Angeles' proprietary investment solutions, designed to satisfy demanding, sophisticated institutional and private investors facing complex issues.
Angeles Wealth believes that by leveraging this considerable institutional skill set, we provide our clients with a cutting-edge investment process, far in advance of what is generally offered in the private client marketplace.
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Global Not Local
Angeles is a committed global investor. Today's interconnected world requires global investment exposure. More than three-quarters of the world economy is outside the US, a percentage that has been growing steadily and could continue for decades. We believe successful investing requires a global perspective.
Open Architecture Equals An Open Mind
We look to merge best-of-breed research with best-of-breed investment solutions, focusing on those where we have the highest conviction of success.
We have a flexible investment blueprint and constantly strive to improve and optimize this effort. Though generally a manager-of-managers, we may also select securities directly if we feel this to be the best solution for an allocation. Angeles Wealth may utilize mutual funds, ETFs, private partnerships, separately managed accounts, equities, and fixed-income securities.
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Asset Allocation, Then Manager Selection
Angeles seeks to provide value both by asset allocation and manager selection. Our team has decades of experience in both these critical activities. Focus on where, what and when to invest and then concentrate on optimal delivery and execution.
Complex Wealth
Planning
Financial management, reporting and modeling that provides a unified view of family wealth to enable an integrated approach to capital allocation, asset protection, asset location, tax planning and wealth transfer strategies.
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Wealth Transfer Strategies and Scenario Analysis
All financial decisions involve tradeoffs. The traditional process of working with various siloed experts leaves family stewards to make major decisions without a full picture or appropriate understanding of possible outcomes.
Through in-depth analysis we help families understand the long-term implication of their investment, tax and estate planning decisions. An in-depth discovery and analysis process helps to reduce surprises and unintended consequences and it allows families to make the most informed financial decisions possible. -
Family Education and Governance
Creating a multi-generational legacy requires more than simply passing on financial assets. Education, governance structures and memorializing family values can enable the next generation of your family to grow into the responsibilities of stewardship.
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Business Exit Planning
The complexity and emotional drain of selling or transferring a business can cause many entrepreneurs and owners to overlook major financial decisions during a transaction. Our team supports the personal and financial side of a transaction.
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Family Legacy and Strategic Philanthropy
Helping our clients develop an enduring legacy across generations.
Why Family Legacy?
Why Strategic Philanthropy?
Building a Foundation of
Strength & Service
Many successful families have spent years building their wealth, but this does not ensure happiness, satisfaction and family harmony. Legacy is a completely different project than wealth-creation. It often comes later, but is not less important.
Legacy is the collection of values passed down through generations that define a family. This may include philanthropy, business values, faith, family history, and the stories and lessons passed from one generation to the next. It's who you ARE as a family, not how MUCH you are worth.
Being a good steward of family legacy is not just about wealth preservation and growth, it's also about values.