The Global Family Office primarily charges fees based on a percentage of assets under management. Clients may also incur additional fees such as custody fees, brokerage fees, and investment management fees payable to investment managers. Clients utilizing the RPWA Program also bear an asset-based Relationship Fee and a Platform Fee for all eligible accounts excluding Title 1 ERISA account types.
45 Rockefeller Plaza, Floor 5, New York, NY, 10111
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Angela is involved in several outside business activities, including being a guest lecturer at Cornell University, a partner in HM3B LLC (real estate), a member of the supervisory board for Jumia Technologies AG, and a board member/advisor for Project Drawdown, Yellow Work, Inc., and Summit Junto LLC. She is also a co-managing member of Thunder & Lightning LLC, a rental property.