I help families and their family offices solve problems, procure positive future outcomes, prepare for intergenerational necessity, understand their vulnerabilities, and become more resilient and anti-fragile, so they can thrive in crisis.
CREATING AN ADAPTIVE, RESILIENT, ANTI-FRAGILE FAMILY OFFICE THAT THRIVES GENERATIONALLY
FAMILY OFFICE MASTERCLASS
This Masterclass is a comprehensive three part pre-recorded video series that defines and authenticates single family offices as the impetus to the sustainability of UHNW families and their businesses. It is the first of its kind to bring the complexities and emerging threats within the family office community to light. Successful completion of this Masterclass will leave you with insider-information and the ability to make forward-thinking decisions for the prosperity of your family enterprise and longevity of your generational legacy.
CREATE or RETHINK
A Family Office
EFFECTIVE FAMILY OFFICE BEST PRACTICES & BEYOND
Written by Famly Office Association founder, Angelo Robles, Efective Family Office: Best Practices and Beyond, describes how the most innovative and successful single family offices respond to a turbulent world, uncertain economy, threats from cyber and terrorist attacks, constantly evolving regulations, tax structures and risks, as well as challenging family dynamics and unprecedented rates of wealth creation.
MAXIMIZING YOUR SINGLE FAMILY OFFICE LEVERAGING THE POWER OF OUTSOURCING AND STRESS TESTING
Co-authored by Family Office Association founder Angelo Robles, Maximizing Your Single-Family Office pulls back the curtain on the rapidly changing world of single-family offices to reveal:
- The three powerful drivers that are foundational to all high-performing single-family offices
- The deliverables and expertise provided by many single-family offices
- The importance of the growing outsourcing trend in the private wealth industry—and what it means for you
- The power of stress testing and why you should seriously consider it if you are at all unsure about any of the financial and related choices you have made or are considering