我们如何服务
我们的客户
客户的成功驱动我们的成功. 我们努力带来技能, 的见解, and resources to clients in ways that advance their mission and meet their objectives. 我们关注的不是我们的增长, but instead we prefer measured organic growth resulting from client referrals and our reputation.
我们合作的基础是四个关键原则.
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服务文化
我们的客户是我们一切工作的核心. 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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专注倾听
建立合作伙伴关系, 自定义投资计划和遗留策略, 我们从听取客户的意见开始. 了解他们的历史对我们来说很重要, 偏好和约束, 以及未来的抱负. Only then do we find it appropriate to bring our expertise and 的见解, 以协作的方式, 精心设计前进的道路.
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终身的经验
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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受托人的信任
Our professionals strive to act in the best interests of our clients at all times. 1940年的《yabo亚博网站登录首页》要求顾问；
" …to act in the best interest of the customer without regard to the financial or other interest of the…investment advisor providing the advice.-第211 (g)(1)条
这种语言, 通常被称为“信托规则”,是我们行为准则的指导原则.
服务 & 解决方案
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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由制度流程驱动的私人客户投资体验
Angeles Wealth leverages the talents of our experienced private client professionals and of our affiliate, yabo亚博网站登录首页投资公司（yabo亚博网站登录首页）. Our relationship with Angeles affords our professionals full access to Angeles' proprietary investment solutions, 设计满足要求, sophisticated institutional and private investors facing complex issues.
Angeles Wealth believes that by leveraging this considerable institutional skill set, 我们为客户提供尖端的投资流程, far in advance of what is generally offered in the private client marketplace.
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全球而非本地
安吉利斯是一家坚定的全球投资者. 当今相互关联的世界需要全球投资. 世界经济的四分之三以上在美国以外, a percentage that has been growing steadily and could continue for decades. 我们相信成功的投资需要全球视野.
开放的架构等于开放的思想
We look to merge best-of-breed research with best-of-breed investment solutions, 专注于那些我们对成功最有信心的地方.
We have a flexible investment blueprint and constantly strive to improve and optimize this effort. 虽然通常是经理中的经理, we may also select securities directly if we feel this to be the best solution for an allocation. yabo亚博网站登录首页财富公司可以利用共同基金, 交易所交易基金, 私人合伙制, 单独管理账户, 股票, 固定收益证券.
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资产配置，然后是经理选择
Angeles seeks to provide value both by asset allocation and manager selection. 我们的团队在这两个关键领域都有几十年的经验. Focus on where, what and when to invest and then concentrate on optimal delivery and execution.
复杂的财富
规划
财务管理, reporting and modeling that provides a unified view of family wealth to enable an integrated approach to capital allocation, 资产保护, 资产位置, 税收规划和财富转移策略.
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财富转移策略与情景分析
所有的财务决策都涉及权衡. 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, 税务和遗产规划决策. 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. -
家庭教育及管治
Creating a multi-generational legacy requires more than simply passing on financial assets. 教育, 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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业务退出计划
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. 我们的团队为交易的个人和财务方面提供支持.
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家族遗产和战略性慈善事业
帮助我们的客户在几代人之间建立持久的遗产.
为什么是家族遗产?
为什么是策略性慈善?
建立…的基础
强度 & 服务
许多成功的家庭都花了数年时间积累财富, 但这并不能保证幸福, 满意与家庭和谐. 遗产与财富创造是完全不同的项目. 它往往来得较晚，但并不亚于它的重要性.
Legacy is the collection of values passed down through generations that define a family. 这可能包括慈善事业, 业务价值, 信仰, 家族病史, 这些故事和教训从一代传到下一代. 作为一个家庭，重要的是你是谁，而不是你值多少钱.
Being a good steward of family legacy is not just about wealth preservation and growth, 这也与价值观有关.