Santa Monica, CA Office

Angeles Family Office provides financial planning, consulting, and discretionary and non-discretionary investment management to a small, high-balance client base that includes individuals, trusts, estates, philanthropic organizations, corporations and retirement plans. The firm combines traditional wealth management services with family office functions—such as bill paying, tax and legal planning, and business brand and talent management—and maintains a stated relationship minimum of $15 million, managing roughly $182 million across 18 clients as disclosed.

The firm allocates client assets among mutual funds, ETFs, individual securities, privately placed securities, options, futures, currencies, independent managers and alternative investments, and may use model portfolios and pooled vehicles developed by its affiliate advisers. AFO tailors portfolios to client objectives, monitors accounts on an ongoing basis, may employ strategic allocations with occasional tactical trades, and uses third‑party managers and fund‑of‑fund structures to implement certain allocations.

Angeles Family Office is notable for its organizational ties to other registered advisers—Angeles Wealth Management and Angeles Investment Advisors—which create an uncommon affiliate structure among peers and result in shared model portfolios and fund offerings. The firm also participates, through those affiliates, in private funds that rely on CFTC Regulation 4.7 and performance‑based compensation (including carried interest), and discloses related conflicts of interest while retaining the ability to recommend affiliated products and services.