How We Serve
Our Clients
Our clients' success drives our success. We strive to bringing skills, insights, 向客户提供资源，以推进他们的使命和实现他们的目标. Our focus is not on our growth, 但相反，我们更喜欢由客户推荐和我们的声誉带来的可衡量的有机增长.
There are four key tenets which underlie how we work together.
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![Culture of Service]()
Culture of Service
Our clients are at the heart of all we do. 我们非常满意地看到他们的投资和遗产目标的实现. 我们的领导团队和深厚的资源汇聚在一起，为客户提供卓越的解决方案. 作为一家真正独立的财富管理公司，我们的命运掌握在员工手中.
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![Fiduciary Trust]()
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. 只有到那时，我们才会觉得把我们的专业知识和见解贡献出来是合适的, in a collaborative fashion, to craft the way forward.
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![Tenured Experience]()
Tenured Experience
我们带来了数十年与富裕家庭合作的经验，以及与几代人的财富有关的众多问题. 我们的专业人士与客户密切合作，确保客户确定长期财富目标，并制定合理实现这些目标的策略. Angeles wealth的资深财富专业人士为客户提供咨询服务的平均时间为22年.
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![Fiduciary Trust]()
Fiduciary Trust
我们的专业人员在任何时候都努力为客户提供最佳利益. The Investment Advisers Act of 1940 requires advisors;
“……以客户的最佳利益行事，而不考虑提供建议的……投资顾问的财务或其他利益。." - Section 211 (g)(1)
This language, commonly known as the "Fiduciary Rule," is the guiding principle in our code of conduct.
Services & Solutions
有鉴赏力的私人投资者被我们成熟的财富管理平台和开发定制解决方案的能力所吸引.
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![Powered by Institutional Process]()
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Private Client Investment Experience Powered by Institutional Process
yabo亚博网站登录首页财富利用我们经验丰富的私人客户专业人士和我们的联属公司的才能, Angeles Investments (Angeles). 我们与Angeles的合作关系使我们的专业人员能够充分利用Angeles的专有投资解决方案, designed to satisfy demanding, 面对复杂问题的老练机构和私人投资者.
安吉利斯财富公司认为，通过利用这一可观的机构技能, we provide our clients with a cutting-edge investment process, 远远领先于私人客户市场提供的服务.
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![Global not Local]()
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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, 这一比例一直在稳步增长，并可能持续几十年. We believe successful investing requires a global perspective.
Open Architecture Equals An Open Mind
我们希望将最佳研究与最佳投资解决方案相结合, focusing on those where we have the highest conviction of success.
我们有一个灵活的投资蓝图，并不断努力完善和优化这一努力. Though generally a manager-of-managers, 如果我们认为这是最佳的配置方案，我们也可以直接选择证券. Angeles Wealth may utilize mutual funds, ETFs, private partnerships, separately managed accounts, equities, and fixed-income securities.
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![Asset Allocation]()
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Asset Allocation, Then Manager Selection
Angeles寻求通过资产配置和经理选择来提供价值. Our team has decades of experience in both these critical activities. 专注于投资的地点、内容和时间，然后专注于最佳交付和执行.
Complex Wealth
Planning
Financial management, 报告和建模，提供家庭财富的统一视图，使资本配置的综合方法, 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. 传统的流程是与各种孤立的专家合作，这使得家庭管家在没有全面了解或适当了解可能的结果的情况下做出重大决策.
通过深入分析，我们帮助家庭了解其投资的长期影响, tax and estate planning decisions. 深入的发现和分析过程有助于减少意外和意外后果，并使家庭能够做出最明智的财务决策. -
Family Education and Governance
创造多代人的遗产需要的不仅仅是传递金融资产. Education, 管理结构和对家庭价值的纪念可以使你家庭的下一代成长为管理的责任.
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Business Exit Planning
出售或转让企业的复杂性和情感消耗可能导致许多企业家和所有者在交易过程中忽视重大财务决策. 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.
遗产是代代相传的价值观的集合，它定义了一个家庭. 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.
成为家族遗产的好管家不仅仅是财富的保值和增长, it's also about values.