Angeles Wealth
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Kate Flume
Senior Managing Director
Kate is a Senior Managing Director and strategic advisor to ultra-high-net-worth founders, families, and philanthropists with more than 20 years of experience serving complex private wealth. She advises first and second-generation principals through liquidity events, enterprise transitions, governance, succession, and long-term capital stewardship. Previously, Kate was a Senior Managing Director at CH Investment Partners, where she co-led the client advisory business and served multi-generational families. With a focus on delivering exceptional service and results, and professionalizing clients' private investment and family office infrastructure, Kate was integral in the business' growth. Kate began her investment career at Goldman Sachs Private Wealth Management. Before earning her MBA in finance and strategy at Southern Methodist University, Kate was a nurse at Johns Hopkins Hospital. In her new role at Angeles Family Office, Kate will focus on substantial families requiring institutional investment rigor who prefer not to build or manage a full-scale single-family office. Kate will collaborate with families, their advisors and executives, acting as central point of contact and accountability. She will be responsible for integrating investment strategy, liquidity planning, governance, philanthropy, executive reporting, and next-generation preparation into a unified framework. Angeles Family Office serves families on a spectrum ranging from portfolio and investment management and building durable private equity portfolios, to the integration and execution across the full-service functions of a family office.
