Angeles Family Office

Angeles Family Office (AFO) provides comprehensive wealth management, financial planning, consulting, and family office services to individuals, trusts, estates, philanthropic organizations, corporations and retirement plans. The firm also offers business, brand and talent management support—such as deal review, content financing and operational oversight—alongside its investment advisory work.

AFO allocates client assets across mutual funds, ETFs, individual debt and equity, private placements and alternative investments, and may employ model portfolios or pooled vehicles created by an affiliated adviser. The firm selects and monitors Independent Managers through proprietary due diligence and can manage portfolios on a discretionary basis while tailoring allocations for tax, liquidity and risk considerations.

AFO’s brochure highlights several features that are less common among its peers: it advises on and places client assets into other financial products (for example, variable life and annuity contracts and held‑away plan assets), and it actively selects and allocates to third‑party managers and affiliated pooled funds as a fund‑of‑funds allocator. The firm also discloses that it may participate in carried interest from affiliated funds and provides expanded family‑office services (brand/talent management and operational support), which together create distinctive service and conflict‑of‑interest considerations the firm addresses through disclosures and ongoing monitoring.