What exactly defines a family office and what exactly does a family office do? In this podcast, Impact Wealth Magazine goes into an in depth discussion with Angelo Robles, Founder of the Family Office Association to uncover the unique facets and advantages a family office can provide as well as circumstances and issues that family offices face.
Angelo Robles knows a thing or two about wealthy families. He’s been working with them since 2008 when he founded Family Office Association, a global membership organization for UHNW families and their single family offices. He develops timely content and programming that accelerates and/or transforms single family offices to thrive generationally by fostering innovation in the single family office. This includes creating appropriate benchmarks, implementing relevant technology, and updating processes to align with industry best practices.
Having worked with multiple generations of families for the past 12 years and their trusted advisors, Angelo has gained an enormous amount of intellectual capital on how UHNW families think and feel — and what motivates them.
Angelo is the creator of the “Family Office Masterclass Program Series” for families, their single family offices and their advisors. He also personally coaches a select group of global families and advisors.
He has contributed to top media outlets like Bloomberg News, Wall Street Journal and Institutional Investor, and maintains a thought-leadership series via his podcast Angelo Robles’s Effective Family Office on iTunes. He has also authored the book Effective Family Office: Best Practices and Beyond, and co-authored Maximizing Your Single Family Office: Leveraging the Power of Outsourcing and Stress Testing.