HalBar Partners focuses on thesis-led investments that align experienced industry leaders with growth opportunities at the moment of scale for the benefit of our investors.

Angeles Wealth is the private client affiliate of Angeles Investment Advisors, an institutional investment advisory firm with over $44.3 billion in advised assets, including approximately $6.3 billion in discretionary assets. Angeles Wealth Management provides wealthy families and individuals with access to both an institutional-quality investment process and robust wealth advisory services. These include goals-based financial planning, trust services and philanthropic consulting via our Angeles Philanthropic Families service.

Metropolitan Capital Bank & Trust is a full service private and commercial banking enterprise that provides comprehensive financial offerings for entrepreneurs, high-net worth individuals, families and the companies that they own and operate. The firm differentiates itself through a unique ability to understand complex circumstances and craft long-term, custom-tailored solutions that enable our clients to realize their financial goals.

Advise family businesses regarding generational succession, debt and equity financing, business and family governance.Work with start-ups on all aspects of formation, governance, and financing.

Authored articles on a variety of tax, real estate, estate, and business legal topics.Provided research and analysis on trust terms, tax liability, indemnification, and real estate ownership.

Managed matters being handled by outside counsel.Reviewed finance structures and terms to assess banks risk and exposure.Updated the bank's Fair Credit Reporting Act compliance in conjunction with the Senior Compliance Officer.