Allison Flume is a financial advisor at Angeles Family Office with seven years of industry experience. She holds Series 65 and Series 66 licenses. Her prior experience includes nine years at CH Investment Partners and five years as a self-employed advisor. Angeles Family Office serves a small, high-balance client base, providing financial planning, consulting, and investment management alongside family office services such as bill paying and tax planning. The firm manages diversified portfolios tailored to client objectives and operates through an affiliate structure that offers shared model portfolios and private fund opportunities.

Jason Oclaray is a financial advisor at Angeles Family Office with 10 years of industry experience. He holds Series 65 and Series 66 licenses. His prior work includes roles at XO Capital LLC, Algonic Partners LLC, and Wells Fargo Investments, LLC. Angeles Family Office serves a small, high-balance client base including individuals, trusts, estates, philanthropic organizations, corporations, and retirement plans. The firm combines traditional wealth management with family office services and employs a diversified investment approach that includes mutual funds, ETFs, individual and privately placed securities, alternatives, and the use of affiliated model portfolios.

Adam Stern is a financial advisor at Angeles Family Office with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at XO Capital LLC and Geller Advisors. Stern is also involved with Taborlake LLC, a business he has been associated with since 2011. Angeles Family Office provides financial planning, consulting, and investment management services to a small, high-balance client base that includes individuals, trusts, estates, philanthropic organizations, corporations, and retirement plans. The firm integrates traditional wealth management with family office functions and employs a diverse range of investment strategies and affiliated managers tailored to client objectives.