The Angelo Robles Podcast: Recent Episodes
Angelo Robles
Enter The Mind of The World's Leading Investors, Economists, and Macro Thinkers... Time is finite, you don't invest in it mindlessly and neither do we; our interviews are long-form, and our featured guests show up for a reason. The tips and practices used by leading investors, economists, and macro thinkers are now at your disposal. Have you ever questioned the best approach to mitigate investment uncertainty and respond to market turbulence? ... you found the right place. Angelo Robles is the host of the Angelo Robles Podcast on YouTube, Apple, and Spotify. He is the Founder & CEO of Family Office Association which is among the world’s largest and most exclusive global membership organizations dedicated to families of exceptional success and their family offices.
In this episode of the Effective Family Office Podcast, host Angelo Robles speaks with Swiss Economist Marc Faber on Black Swans, Bad Government Policy and WEF.
In this episode of the Effective Family Office Podcast, host Angelo Robles speaks with Hugh Hendry on St Barts, Economics and the Matrix.
Recorded 12/21 In this episode of the Effective Family Office Podcast, host Angelo Robles speaks with PlanB who shares his views on Bitcoin, Crypto, and much more!
In this episode of the Effective Family Office Podcast, host Angelo Robles speaks with Jason Lowery who shares his views on Bitcoin, Government, and the Matrix.
In this episode of the Effective Family Office Podcast, host Angelo Robles speaks with Adam Robinson, Founder of Robinson Global Strategies who shares his views on Why the Modern World Doesn't Work, Putin, China, and The Metaverse.
In this episode, we sat down with the World’s #1 life and business strategist, Tony Robbins. Nearly 8 years ago, Robbins published what is still one of the best-selling financial books of the century, Money: Master the Game. Robbins has unprecedented access to many of the world’s leading financial minds from Ray Dalio to Paul Tudor Jones to Jeff Gundlach to Steve Forbes and many others. We all want to know, what are the world’s leading investors doing to navigate the post-pandemic world where inflation is raging, real rates on bonds are negative and the global stock market is at a 100 year high.
We also cover many other interesting topics such as…
How business owners, including Robbins, have had to pivot to learn to thrive in this new world
How to protect oneself against an inevitable correction or crash?
How top investors are looking at Cryptocurrency?
And of course, how to expand your goals of impact to create true fulfillment?
Joining Robbins is Ajay Gupta, Robbins’ long-time personal advisor. Gupta is recently retired from his role as Chief Investment Strategist of a $90 Billion Investment Advisory firm. I ask many probing questions on how he manages his own personal wealth and what he is sharing with many of the ultra-high families in his network.
And to round it off, Robbins and Gupta were joined by Christopher Zook, founder of CAZ Investments, a 20-year-old firm that provides exclusive access to unique alternative investments. Christopher shared some very interesting strategies related to private equity, private credit, and mitigating risk in the event of a market correction or crash.
NOTE: The speakers spend time discussing tail hedging as a way to mitigate risk if or when the market corrects. They use insurance as an analogy in the same way one would insure their car or home. Keep in mind, any references made in this discussion are related to tail hedging, and do NOT refer to an actual insurance product.
In this episode of the Effective Family Office Podcast, host Angelo Robles speaks with Adam Robinson, Founder of Robinson Global Strategies who shares his views on investing, government, inflation, interest rates, Bitcoin, and gold.
In this episode of the Effective Family Office Podcast, host Angelo Robles speaks with Lyn Alden, Founder, and CEO of Lyn Alden Investment Strategy who dives into her insights and strategies on investing.
In this episode of the Effective Family Office Podcast, host Angelo Robles speaks with James Altucher on problem-solving, investing, Bitcoin, and much more!
In this episode of The Angelo Robles Podcast, host Angelo Robles speaks with PlanB @100TrillionUSD on Twitter who share their thoughts on Bitcoin.
In this episode of The Angelo Robles Podcast, host Angelo Robles speaks with Michael Saylor, Founder, Chairman, and CEO of MicroStrategy who shares insights on economics, Bitcoin, and the important factors in key decision making.
In this episode of The Angelo Robles Podcast, host Angelo Robles speaks with Rick Rule, CEO of Sprott U.S. Holdings who shares why we should care about gold now.
In this episode of The Angelo Robles Podcast, host Angelo Robles speaks with Adam Robinson - an advisor to among the world's largest investors.
In this episode of The Angelo Robles Podcast, host Angelo Robles speaks with economist and best selling author, Jim Rickards. Together, they exam the new, great depression upon us and what a post-pandemic world will yield.
In this episode of The Angelo Robles Podcast, host Angelo Robles speaks with Jeff Stephens and Scott VanderMeer, co-Founders of Infusion 51a. Together, they discuss life sciences and bio-pharmaceutical firms, with a particular focus on the precision medicine sector.
In this episode of The Angelo Robles Podcast, host Angelo Robles speaks with James (JJ) Sowers - a successful investor and angel investor who has been active in the world of bitcoin, crypto, and digital assets.
In this episode of The Angelo Robles Podcast, host Angelo Robles speaks with acclaimed investment strategist, Lyn Alden, Founder and CEO of Lyn Alden Investment Strategy. Lyn shares her investment outlook for family offices.
In this episode of The Angelo Robles Podcast, host Angelo Robles speaks with Raoul Pal - a Goldman Alum, Retired Macro Hedge Fund Manager, Co-Founder of Real Vision, and Rum Drinker on the Greatest Asymmetrical Investment in Decades.
In this episode of The Angelo Robles Podcast, host Angelo Robles speaks with Jeff Stephens, Co-Founder & Managing Partner, Infusion 51a. Together, they discuss why your family office should create an internal VC firm and how to take steps to implement this strategy.
In this episode of The Angelo Robles Podcast, host Angelo Robles speaks with Dr. Jeremy Lurey, President, and CEO of Family Legacy 1 st and CHIEFEXECcoach. Together, they dig into strategies and tactics for building a family business during tough times.
In this episode of The Angelo Robles Podcast, host Angelo Robles speaks with the founding partner of Prime Moers Lab, Dakin Sloss, and Bill Gross, founder of IdeaLab, the longest-running technology incubator.
In this episode of The Angelo Robles Podcast, host Angelo Robles speaks with Jeff White, Single Family Office Executive, Skyview Capital, where he shares his insights after decades of experience that encompass private equity, investment banking, and executive management.
In this episode of The Angelo Robles Podcast, host Angelo Robles dives into his own world. As the founder and CEO of the Family Office Association, Angelo supplies answers to burning questions around issues surrounding single-family offices.
In this episode of the Effective Family Office Podcast, host Angelo Robles speaks with dual Swiss and U.S. citizen, attorney, and investor, Reaz Jafri, Founding Partner, Withers Consulting, who shares his geopolitical thoughts and ideas on dual citizenship and immigration.
In this episode of the Effective Family Office Podcast, host Angelo Robles speaks with Dr. Jeremy Lurey, Founder, and CEO of Family Legacy 1st and CHIEFEXECcoach. Dr. Lurey shares his insights on how to improve performance and produce better business results.
In this episode of the Effective Family Office Podcast, host Angelo Robles speaks with professor and futurist, Vivek Wadhwa, who shares his views on China, Tik Tok, and Microsoft.
In this episode of the Effective Family Office Podcast, host Angelo Robles shares his own insights on how to create an adaptive, resilient, anti-fragile family office that thrives generationally.
In this episode of the Effective Family Office Podcast, host Angelo Robles shares his own insights on two advanced strategies for billion-dollar-plus families and their family offices.
In this episode of the Effective Family Office Podcast, host Angelo Robles speaks with Jason Ma, Founder, CEO, and Chief Mentor at ThreeEQ. He’s also the acclaimed author of Young Leaders 3.0 and shares with Angelo his insights for the next generation to come on leadership and what life success looks to be in the future.
In this episode of the Effective Family Office Podcast, host Angelo Robles speaks with Dave McClure, Founder, and CEO of Practical Venture Capital and Founder of 500 Startups. He shares why he actively gives back as an angel investor.
In this episode of the Effective Family Office Podcast, host Angelo Robles speaks with Mark Anson, CEO, President, and Chief Investment Officer for the Commonfund with $30 billion of AUM. He shares his insights on mitigating and hedging illiquid portfolio risk.
In this episode of the Effective Family Office Podcast, host Angelo Robles speaks with Lieutenant Commander Delgado, a retired United States Navy SEAL, who shares his insights on Red Cell War Games and Disaster Simulation Planning for Family Offices.
In this episode of the Effective Family Office Podcast, host Angelo Robles speaks with Peter Mallouk, President and CEO of Creative Planning - a comprehensive wealth management service provider. Peter’s work includes investment management, financial planning, charitable planning, retirement plan consulting, tax service, and estate planning services.
In this episode of the Effective Family Office Podcast, host Angelo Robles speaks with Jeremy Grantham, Co-Founder of GMO, LLC. and is a member of GMO’s Asset Allocation team, serving as the firm’s long-term investment strategist. He is a member of the GMO Board of Directors and has also served on the investment boards of several non-profit organizations.
In this episode of the Effective Family Office Podcast, host Angelo Robles speaks with Joelle Jarvis, Founder of The Mindset Partnership, Executive Coach to Some of the Most Powerful Families, VC and PE Partners. With over 20 years of unique experience having served and worked with some of our country's most famous personalities, she shares her insights on what it takes to lead during challenging times.
In this episode of the Effective Family Office Podcast, host Angelo Robles speaks with Ryan Ansin, Co-Founder of Revolutionary Clinics, Codie Sanchez of Entourage Effect Capital, and Morgan Paxhia, Co-founder of Poseidon Partners who share their insights on the cannabis industry and how they feel it is poised to thrive.
In this episode of the Effective Family Office Podcast, host Angelo Robles speaks with Marcus Frampton, CIO of the Alaska Permanent Fund. Prior to joining APFC, Marcus held diverse roles ranging from investment banking with Lehman Brothers, private equity investing with PCG Capital Partners, and as an executive with LPL Financial, a private equity backed portfolio company.
In this episode of the Effective Family Office Podcast, host Angelo Robles speaks with Dr. Peter H. Diamandis Founder and Executive Chairman of XPRIZE and Mei Mei Hu, Co-Founder of COVAXX and United Neuroscience. He shares his insights on entrepreneurs, technology, investing, and COVID-19.
In this episode of the Effective Family Office Podcast, host Angelo Robles speaks with Jason Calacanis, a serial entrepreneur, angel investor, host of the podcast, This Week In Startup, and writer. He shares how accredited investors can source deals, evaluate startups, negotiate deals, and more.
In this episode of the Effective Family Office Podcast, host Angelo Robles shares his insights and thoughts on playing out 'what if' scenarios. Angelo shares how to do a disaster simulation exercise for the family and its single-family office.
In this episode of the Effective Family Office Podcast, host Angelo Robles shares his insights on what it takes to effectively manage a remote team. From coordinating times for calls that work across different time zones to keeping communication and technology in check, Angelo shed light on best practices and offers his insights on building your remote team.
In this episode of the Effective Family Office Podcast, host Angelo Robles speaks with Rishi Ganti, Partner with Orthogon Partners who shares his insights on best practices of the diligence of alternative investment managers.
In this episode of the Effective Family Office Podcast, host Angelo Robles speaks with an anonymous single-family office executive who shares his insights on investing and running a single-family office during a crisis.
angelorobles
effectivefamilyofficepodcast
singlefamilyoffice
effectivefamilyoffice
effectivefamilyofficebook
tedseides
In this episode of the Effective Family Office Podcast, host Angelo Robles speaks with Lonnie Gienger, Bill Lappas, and Moses Gross who share insights and perspectives on real estate challenges and opportunities during and post Covid-19.
In this episode of the Effective Family Office Podcast, host Angelo Robles speaks with David Lesperance JD, Founder of Lesperance & Associates. David is one of the world’s leading international tax and immigration advisors and discusses what it takes to become a global citizen, dual citizenship, domicile optionality, and more.
In this episode of the Effective Family Office Podcast, host Angelo Robles speaks with Nancy Davis, Managing Partner and CIO of Quadratic Capital Management LLC. As a Wall Street Veteran and Goldman Alum, Nancy shares her insights on the markets and what it takes to managing volatility during times of crisis.
In this episode of the Effective Family Office Podcast, host Angelo Robles speaks with Pascal Levensohn of Levensohn Venture Partners. After spending 25 years as a Silicon Valley VC, Pascal shares his thoughts on opportunities that arise during a crisis, his insights on online entertainment, gaming, and healthcare.
In this episode of the Effective Family Office Podcast, host Angelo Robles speaks with Andrew Eberhart and Paul Ghaffari of Wingspan Capital. They share insights on how single-family offices should invest during COVID-19 and the importance of uncorrelated assets.
In this episode of the Effective Family Office Podcast, host Angelo Robles speaks with Maneesh Shanbhag, Founder, and CIO of Greenline Partners. Maneesh is responsible for research and the management of customized portfolios for institutions and taxable families as well as advising them on their broader investment goals.
In this episode of the Effective Family Office Podcast, host Angelo Robles speaks with David A. Sinclair, Ph.D., A.O. David is a Professor in the Department of Genetics and co-Director of the Paul F. Glenn Center for the Biology of Aging at Harvard Medical School. He shares his thoughts on biotech, COVID-19, and longevity.
In this episode of the Effective Family Office Podcast, host Angelo Robles speaks with Anthony Scaramucci Managing Partner, Skybridge Capital, Founder, SALT, Served as White House Communications Director. He delves into his views on politics, the economy, and investing during uncertain times.
In this episode of the Effective Family Office Podcast, host Angelo Robles speaks with Dan Morris, Founder Partner of Morris + D'Angelo. They review the CARES Act and a variety of family office planning strategies to consider during this time of crisis.
In this episode of the Effective Family Office Podcast, host Angelo Robles speaks with Thomas J. Handler, J.D., P.C., Partner, Handler Thayer, LLP. Together, they delve into advanced global family office tax structures and how to plan for estate asset protection.
In this episode of the Effective Family Office Podcast, host Angelo Robles speaks with Trish and Ron Botoff of Botoff Consulting, along with Linda Mack of Mack International. Together, they dig into what it takes to manage a family office, discuss compensation, and recruiting challenges single-family offices face during a crisis.
In this episode of the Effective Family Office Podcast, host Angelo Robles speaks with Mark Somers, Founder, and Director, Somers Partnership. Mark founded the Somers Partnership in 2005, a retained executive search boutique. Mark has assisted a wide variety of clients ranging from single and multi-family offices, private banks, private client investment management companies, trust companies, and consultancies.
In this episode of the Effective Family Office Podcast, host Angelo Robles speaks with Adam Robinson, an American educator, freelance author, and a US Chess Federation life master. He is the co-founder of The Princeton Review. He currently works as a global macro advisor to the heads of some of the world's largest hedge funds through his company Robinson Global Strategies.
In this episode of the Effective Family Office Podcast, host Angelo Robles shares his thoughts on how a single-family office can adapt and thrive when challenging times hit. He also talks about how your family office can take measures now to be better prepared for future events and learn from this time of crisis.
In this episode of the Effective Family Office Podcast, host Angelo Robles speaks with Tal Schwartz, Ph.D., Founder and CIO of Actualize Capital. Dr. Schwartz discusses the impact that COVID-19 will have on the economy and shares his predictions of where national and global economies will go from here.
In this episode of the Effective Family Office Podcast, host Angelo Robles speaks with Economist and Best Selling Author Peter Schiff. They take a look at the current economic state, what happens next, gold, and how to invest during a crisis.
In this episode of the Effective Family Office Podcast, host Angelo Robles speaks with Kevin Ellman, CFP and Paul Miller of Wealth Preservation Solutions, LLC. Together, they dig into strategies that single-family offices can take during a crisis when dealing with generational estate and wealth transfer.
In this episode of the Effective Family Office Podcast, host Angelo Robles speaks with Walter O'Brien, founder of Scorpion Computer Services, and known the world over as the 13-year-old who hacked NASA. He inspired the popular CBS TV show Scorpion and sat down with Angelo to discuss Covid 19, mitigating risk and the future of technology.
Learn more about Walter O'Brien by visiting https://www.scorpioncomputerservices.com/index.php
In this episode of the Effective Family Office Podcast, host Angelo Robles offers his own insights on how quantitative analytics integrates with qualitative skills within a single-family office.
In this episode of the Effective Family Office Podcast, host Angelo Robles speaks with Kenneth Cooper, MD, Author, and Founder, Cooper Aerobics Center. Having logged more than 38,000 miles running, Dr. Cooper shares his insights about the importance of maintaining a healthy lifestyle on a regular basis.
In this episode of the Effective Family Office Podcast, host Angelo Robles speaks with Allan Zachariah & John Elmes of Pathstone - an independent, employee and family-owned advisory firm, offering families, family offices and select nonprofit institutions comprehensive family office services and customized investment advice. Together they examine the changing landscape for family offices and how times of crisis can force changes that lead them to thrive in the future.
In this episode of the Effective Family Office Podcast, host Angelo Robles speaks with Adam Contos, CEO of REMAX. When facing a time of crisis, Adam shares how his training as a team commander for SWAT prepared him for his role as the leader of one of the biggest names in real estate.
In this episode of the Effective Family Office Podcast, host Angelo Robles speaks with an independent investor and advisor, Jesse Lund. Together, they dig into family offices and blockchain, tokenization, decentralized finance, and so much more!
In this episode of the Effective Family Office Podcast, host Angelo Robles speaks with Dr. Tal Schwartz, Ph.D., founder, and CEO of Actualize Capital. He is a serial entrepreneur, quantitative researcher, technology innovator and former Professor of Finance.
In this episode of the Effective Family Office Podcast, host Angelo Robles speaks with CEO of 7BC Venture Capital, Andrew C. Romans. With an estimated 60-70% of new value created in the economy over the next decade being based on digitally-enabled platforms, Angelo and Andrew discuss how it’s becoming clear that companies need to re-imagine how they need to create, distribute, and invest in capturing value in this new landscape.
In this episode of the Effective Family Office Podcast, host Angelo Robles speaks with Marc Faber, economist, and market forecaster with Gloom, Boom, and Doom. The Gloom, Boom & Doom Report is an in-depth economic and financial publication, which highlights unusual investment opportunities around the world.
In this episode of the Effective Family Office Podcast, host Angelo Robles speaks with Daniel Morris, Managing Partner of Morris + D'Angelo. Daniel shares his views on asset protection planning, which involves structuring your assets to allow reduction of exposure to your assets from undesirable sources.
In this episode of the Effective Family Office Podcast, host Angelo Robles speaks with Covie Edwards-Pitt of Ballentine Partners LLC. Covie is a Partner and the Chief Wealth Advisory Officer at Ballentine Partners where she is responsible for thought leadership for the firm, including the development and management of the firm’s family education, family governance, and philanthropic offerings.
In this special episode of the Effective Family Office Podcast, host Angelo Robles shares an interview he did with Lance Armstrong at an event he hosted in Martha’s Vineyard.
In this episode of the Effective Family Office Podcast, host Angelo Robles speaks with Brian Kight, a multi-industry leader and founder of DailyDiscipline.com. Brain shares his thoughts on how to choose your standards and focus on the here and now.
In this episode of the Effective Family Office Podcast, host Angelo Robles speaks with technology entrepreneur and angel investor, Jason Calacanis. Jason discusses ways how to support and invest in technology startups, as well as shares his perspective as an angel investor who turned $100,000 into $100,000,000.
In this episode, Angelo speaks with iconic entrepreneur and philanthropist, Naveen Jain. Naveen shares his views on the future of the human race and how he pushes big dreams into action, spurring massive cultural and technological change. His audacious vision and magnetic personality continually inspires others to follow what feels impossible.
In this episode, host Angelo Robles speaks with Lonnie Gienger, author of Beyond Business. He discusses how as a family leader, you are positioned to change the family dynamic and shape it into an ideal platform to build a better world.
In this episode, host Angelo Robles speaks with Russ Alan Prince, president of R.A. Prince & Associates, Inc. who consults with family offices, the ultra-wealthy and select professionals. Mr. Prince shares his thoughts on high performing single family offices and offers insights on how to become one.
In this episode, Angelo speaks with Peter Mallouk, President of Creative Planning, who breaks down the best path to wealth accumulation, retention, and transfer of assets to heirs. Peter shares how a single family office can benefit from having a strategic plan that is tailored to unique goals for passing money and legacy on to the next generation.
In this episode, Angelo speaks with Edward Renn Esq., Partner at Withers. He shares on not just how best to establish and manage your family office, but also where best to geographically situate its operations. He also shares his thoughts on how to tackle difficult and strategic decisions about location and how that choice carries with it various tax implications.
In this episode, Angelo speaks with Michelle Langdon & Ella Chase, Co-Founders of Wellth Works. Learn how to cultivate better family communication, empathy, and understanding through a holistic approach that includes wealth, health, contribution, and significance.
In this episode, Angelo speaks with Matthew Wesley, Director at Merrill Lynch's Center for Family Wealth Dynamics and Governance. He explains the role of the Cheif Learning Officer, how they are acting as HR leaders, how they balance the people, processes, and technology angles of learning and development, to be able to create a sustained change.
In this episode, Angelo speaks with James Grubman, Ph.D., Founder, Family Wealth Consulting, who works with affluent families and their advisors to understand the many ways that wealth and life can be integrated successfully. Through guided focus, he helps families integrate knowledge and skill with one goal - to help those with good fortune achieve their greatest potential.
In this episode, Angelo speaks with Susan Hartley-Moss, Senior Wealth Advisor, EMM Wealth, where they discuss private trust companies and reasons to consider them. Susan explains how single family offices that utilize a family office structure are well-equipped to transition to a private trust company structure. She explains everything that needs to be considered and how to integrate them seamlessly.
In this episode, Angelo speaks with Edward Nusbaum, ESQ. A renowned family law attorney for over 35 years, Edward shares his insights on how he has helped wealthy families navigate through sophisticated, high-asset and complex family law matters related to divorce, alimony, child support, property division and child custody.
In this episode, Angelo speaks with Jamie McLaughlin, Founder, J.H. McLaughlin and company. Jamie discusses how the wealth management industry is at a crossroads and examines how extremely challenging business economics leave most single family offices undercapitalized, under-resourced, and understaffed.
In this episode, Angelo speaks with Jeff Hunter, Founder & CEO, Talentism, about how to build effective, profitable working structures for your single family office. He digs into the heart of how to build sustainable cultures within your single family office and how to effectively implement management machines to aide with growth.
In this episode, Angelo speaks with Stephen McCarthy, Executive Producer at Quixotic Endeavors. Stephen shares diversified professional experience in both the financial services and foundation management sectors. Before establishing the family run entity in the mid 1990’s, for almost a twenty-year period, he held senior executive positions in the strategic planning, credit/risk management, business consulting, capital markets and retail brokerage arenas at PaineWebber, Security Pacific, Deloitte, Citibank and Bache respectively.
In this episode, Angelo speaks with Greg Landegger who shares a single family office’s experience when they invested in crypto and blockchain investments.
In this episode, Angelo speaks with Mitzi Perdue, Family Member, Susan Hartley Moss, EMM Wealth and Randy Kaufman. Every family business faces a 70% chance that all the hard work and sacrifice they put into the business will disappear with the next generation. What can you do to beat those odds? Happy high-functioning business families rarely happen by accident. They happen by design. Learn how using the right tools, values, and vision, can design the culture of your family to ensure the business lasts.
In this episode, Angelo speaks with Amy Brodsky, Founder, Sky Consulting. Amy explains how in business, success is a team sport, and for her, the MVP is the one one the sidelines who has an unbiased view of the entire landscape. And so it is not surprising that behind many great business leaders and sales teams it is not unusual to find a Wendy Rhoades.
In this episode, Angelo speaks with Mr. Jean Brunel about the opportunities to truly understand goals—and this applies to families of the most extreme wealth as well—and to understand the process if that is the right word of investing, that has been an investment policy statement, asset allocation, and of course the execution of the underlying investments that make up the framework that the family is going to have.
In this episode, Angelo speaks with Dr. Stephen Rudin, Founder, President & Principal Mentor of Individual U. Dr. Rudin helps develop life-changing learning experiences through a combination of remediating and enhancing each student’s academic skills and providing unique executive function support. In this episode, he breaks down six transformative neurocognitive skills for your family and your single family office.
In this episode, Angelo speaks with Patrycja Slawuta, founder of Self Hackathon. As psychologist and behavioral expert, Patrycja believes that one of the most sophisticated softwares is the Human Operating System (H: OS). In this episode, she shares how the next frontier in understanding the human behavior is human psychology multiplied by technology, and when meaningfully applied can be a superpower.
In this episode, Angelo speaks with Tania Neild, Founder of Infograte, who shares how she brought her background in sales and operational services to the single family office world. With her hands-on technologist perspective, Tania discusses how the development of their intelligent reasoning system and data-modeling tool serves her and her clients.
In this episode, Angelo speaks with Don Trone, CEO of 3ethos, which conducts original research in the field of Behavioral Governance. He shares the interrelationships between leadership, stewardship, governance, and how he’s conducting research in Neuro-fiduciary as a way to provide the industry a better understanding of the neurological profile of a fiduciary.
In this episode, Angelo speaks with Jim Grubman, PHD. Dr. Jim is an internationally-recognized consultant, speaker, and educator in the multidisciplinary field of family wealth psychology. He works with affluent families and their advisors to understand the many ways that wealth and life can be integrated successfully.
In this episode, Angelo speaks with Rod Saunders, CTO in an SFO. With everything going on with cyber security, Rod sheds light on how to best hire, manage, and utilize IT professionals to help enforce and strengthen internal cyber setups with the single family office, which help in making overall operations effective and efficient.
In this episode, Angelo speaks with Charles Lowenhaupt, Chairman and CEO of Lowenhaupt Global Advisors. Imagine feeling free from the pressures and stress that come from being wealthy - what would you do with your new found investment of time, health, and energy? If you’re looking to be free from the shackles wealth brings, listen to this episode and and learn how a wise inheritor can live with freedom from wealth.
In this episode, Angelo speaks with Founder & CEO, Braden Strategic Design, Marcie Braden. Let’s face it - not only is technology here to stay, it’s evolving at a rapid pace. Through strategic vision and effective implementation, Marcie shares how she helps her clients embrace technology a harness the power of the new age we find ourselves in.
In this episode, Angelo speaks with Marc Brackett, PhD, Founding Director of the Yale Center for Emotional Intelligence and Professor in the Child Study Center at Yale University. Together, they examine the role of emotional intelligence inside the single family office dynamic and how to ensure yours is in its best state.
In this episode, Angelo speaks with Dennis T. Jaffe, PhD and James Grubman, PhD where they examine the resiliency of the single family office. Together, they examine how the single family office has had to adapt to an ever-changing landscape and offer developmental perspectives on where the future paths may lead. This episode is part two of a two part series.
In this episode, Angelo speaks with Dennis T. Jaffe, PhD and James Grubman, PhD where they examine the resiliency of the single family office. Together, they examine how the single family office has had to adapt to an ever-changing landscape and offer developmental perspectives on where the future paths may lead. This episode is part one of a two part series.
In this episode, Angelo expresses his concerns for highly successful families and their single family offices. Let’s remember - the sole purpose and mission of the single family office executive is to make sure that the family stays… rich! But, technology, AI, robotics, jobs, cryptos, privacy, cyber-crime, government, taxes… these are just tips of an enormous iceberg that are heading straight to the single family office.
In this episode, Angelo digs into the history of money with Rob Frasca, managing partner at COSIMO Venture Partners. Money has evolved over the years from trading beads to gold and silver to now crypto-currencies. But, at the heart of it all, money has and is a social institution and just like society, it’s changed over time and how we interact with it has also.
In this episode, host Angelo Robles speaks with Jen Richardson where they dig into key insights around compensation and what best practices single family offices can put in place to cover base salaries, long term incentives, and cash compensation.
In this episode, host Angelo Robles speaks with Scott Sambur, Trust & Estates Partner, Seward & Kissel about the new tax bill and how it will affect the single family office. Understanding the new tax rules will help determine best structuring opportunities and uncover where adjustments can be made.
In this episode, host Angelo Robles speaks with Alberto Baco, CPA and entrepreneur, about the tremendous opportunities available through taking up residency in Puerto Rico or US Virgin Islands. Despite some challenges over the past few years, the benefits to moving include tax treaties that can benefit both businesses and families.
In this episode, host Angelo Robles speaks with Paul McKibbin, Executive Director in the Ernst & Young LLP’s Americas Family Office Advisory practice. With over 20 years of experience in advising families on the creation, management and optimization of family office services tailored to their unique needs, Paul shares information how technology can help propel the single family office to new heights of success.
In this episode, Angelo discusses how to help your single family office team be a cohesive entity with guest Sabrina Sidl, Senior Lead Advisor from Talentism. Sabrina shares the path to potential within the single family office and sheds light on enhancing your core culture and help those within the single family office reach both their individual goals and lead the family on a whole to their collective achievements.
In this episode, Angelo speaks with psychologist, keynote speaker, author and trainer, Dr. Jack Singer, who breaks down the keys to successful outcomes. Dr. Singer breaks down the mindset initiatives that successful people implement and how they can apply to outcomes within the single family office community.
In this episode, Angelo shares his perspectives on how to uncover strong links or weak links within your team, team building, company cultures, and how the right resources can help build a single family office team to greatness.
In this episode, Angelo speaks with Thomas Handler, chairman of Family Office Practice Group, Handler Thayer. Together, they review the single family office regulations, exemption registration and taxes in the light of the new tax act.
In this episode, Angelo speaks with Allan J. Zachariah, Co-Chief Executive Officer of Pathstone Federal Street on the new tax act that was recently passed, how this may affect the single family office, and how to approach new developments within the single family office management structure.
In this episode, Angelo speaks with Dr. Steven Ruden, Matthew Kelly & Cindy Puccio about one of our most precious assets - our children. How can you be sure you are helping your child grow into a happy, responsible adult? What measures can be taken to ensure they develop into effective learners who can grow into satisfied adults and good stewards? Listen now to learn how.
In this episode, Angelo speaks with Gary Shunk about Family Unity - how do you create it and how do you sustain it? As a private family advisor and organizational consultant, Gary consults nationally with families in business, legacy families, and family offices. His expertise focuses on the family and emotional dynamics that accompany affluence as well as the business environment. He assist families in facilitating conversations that lead to successful shared decision making supporting family cohesion and harmony over multiple generations.
In this episode, Angelo speaks with Samuel K. Won, Founder and Managing Director of Global Risk Management Advisors, Inc. Samuel shares how risk management needs to be thought of in two segments in relationship to financial wealth. He breaks down the first segment that family offices should care about - protection of assets or wealth preservation, and the second important factor - how to achieve growth in that wealth over time in a sound, sustainable manner.
In this episode, Angelo speaks with Vivek Wadhwa, a Fellow at the Rock Center for Corporate Governance at Stanford University and also at the Pratt School of Engineering at Duke, where he’s a Director of Research. Angelo and Vivek discuss his predictions on a jobless future saving mankind, ethics of gene editing, and the disruption of industries.
In this episode, Angelo speaks with Dr. Ashby Monk, the Executive and Research Director of the Stanford Global Project Center. Together, they dig into the shifts that have affected the world of investments and how it is now effectively a new paradigmthan it was even a few short years ago.
In this episode, Angelo speaks with Cath Tilloston, co-founder of UK based Scorpio Partnership. Cath shares her insights from overseeing many global research assignments covering client engagement and the client experience, brand identity and value proposition, client segmentation, asset allocation, and the investment process, regulatory change in the onshore and offshore environment, the role of technology and philanthropy.
In this episode, Angelo is joined by author of the acclaimed classics Family Wealth and Family: A compact among generations and the co-author of A Cycle of Gift: Family wealth and wisdom and the voice of the rising generation, James Jay Hughes. Mr. Hughes sharel how how the industry sometimes fails, how catalysts amoungst families brign new challenges and how growth can sometimes pull us apart.
In this episode, Angelo reflects on what he learned hosting his Newport Beach Master Class. Sharing his experiences both from the perspective of host and attendee, Angelo shares insights on how to best to create a live experience that allows for the setting to help cultivate an optimal learning environment.
In this episode, Angelo speaks with Arden O’Connor, founder and CEO of O’Connor Professional Group. Arden sheds light surrounding issues of substance abuse and mental health that sometimes challenge families of wealth. This episode is part 2 of 2.
In this episode, Angelo speaks with Arden O’Connor, founder and CEO of O’Connor Professional Group. Arden sheds light surrounding issues of substance abuse and mental health that sometimes challenge families of wealth. This episode is part 1 of 2.
In this episode, Angelo speaks with founder and president of Focus 3, Tim Kight. Tim dives into the principles of elite leadership and critical factors that distinguish great organizations from average organizations.
In this episode, Angelo chat with American financial planner, commentator, speaker, and educator, Michael Kitces. From investing insights to industry trends in uncertain times, Michael gives us his ‘Nerd's Eye View’ on the financial planning industry.
In this solo episode, Angelo discusses hiring talent, how to measure quality, customization, and privacy when evaluating skill sets, along with the value perceived by the family.
In this solo episode, Angelo takes us on a ‘stroll’ down Greenwich Avenue, showcasing real estate insights, financial climates, and how traditional entrepreneurs are growing alongside the new millennials.
In this episode, Angelo shares an interview with Dr. Stephen Rudin where they dive in to the skills needed to be successful in the 4th industrial revolution - a digital revolution where we will see a fusion of technologies that will blur the physical world, digital world, and biological spheres.
In this solo episode, Angelo digs into the day-to-day management of the single family office services and highlights the team culture, project workflow, and leadership tips and insights.
In this episode, Angelo speaks with Michael Belkin, founder of The Belkin Report. From enhance fund management performances to sector rotation, Michael shares his views on market timing and shares his insights on how to become a better investor.
In this episode, Angelo discusses the upcoming trends emerging from the next generation of family members within the single family office enterprise with special guest, Dennis Jaffe.
In this episode, Angelo talks with Dr. Carlin of The World Clinic. They discuss a different perspective on the medical community, sustaining health, and longevity practices that can help anyone live a longer, vibrant life.
In this solo episode, Angelo brings a fresh perspective from an ancient leader and examines how elements of ‘The Art of War’ by Sun Tzu can be applied as fresh strategies for the single family office.
In this episode, Angelo speaks with President and CEO of the Board Bench Company's (Board Bench®), Nancy May, who delves into how to build an effective board for your single family office that breeds excellence and the highest standard.
In this episode, Angelo switches up his format with guest, Dr. Rishi Ganti, who shares his insights on mistakes investors make in manager diligence.
In this episode, Angelo taps into the pulse of our current culture and looks to the future of our society with futurist, professor and author, Vivek Wadhwa. Based in the Silicon Valley, Vivek talks about advancing technologies that are soon going to change our world, and how a look to the future can help prepare single families for what’s to come.
In this episode, Angelo digs into a new era of hedge fund diligence with guest, Viktor Ula of Pivotal Path. Viktor and Angelo discuss the future of hedge funds, best practices in navigating future investments, and the importance of paying attention to the details.
In this solo commentary episode, Angelo discusses an important subject revolving around governance, processes, and structures within the single family office. This important, often overlooked, topic focuses on the boards and committees within the structure of the family office and how they affect the overall outcome of success.
In this episode, Angelo talks with transhumanist, Zoltan Istvan, a world leader in science, technology, and futurist issues. Zoltan shares insights on what it means to prosper, how philanthropy can play a part in creating a more unified family and community, along with the responsibility he feels we all should consider when look to our future economy.
In this episode, Angelo reflects on lessons he's learned after examining the players within the NBA; how the players, coaches, and structure of the game compare to that of the single family office.
In this episode, host Angelo Robles digs into legal structures with the single family office with former lawyer and tax accountant, David Berek, of Baker McKenzie’s Chicago office.
In this episode, host Angelo dives into goal setting and how to measure progress within the single family office by examining past successes and failures to determine the course to take moving forward.
In this episode, Angelo speaks with economist, investor and author, Peter Schiff, who shares his insights on the challenges families will be facing ahead in the economy and where to invest (or hide!) their money.
In this episode, Angelo follows up on his insights from episode six where he hones in on how to improve results with the single family office. During this investing family office primer, Angelo expands on his thoughts surrounding what he believes are best practices in establishing a strong foundation within the family office structure.
In this episode, Angelo speaks with David W. McCombie III on how to tackle direct investing within the single family office. David is the Founder and CEO of the McCombie Group, and provides useful insights that extend beyond the office community.
In this episode, host Angelo Robles talks with Jim Grant, Founder of Grant's Interest Rate Observer. Jim shares his insights on stock market values, finance methods, digital currency, bonds, rates, along with a host of other financial observations.
In this episode, Angelo shares his own knowledge and expertise on ways you can improve the results you're experiencing in your own family office. Angelo gives tips, insights he has learned, and allows you to see how simple shifts can make your family office truly effective.
In this episode, Angelo dives into dialogue surrounding an emerging new type of family office with Global Family Office Advisor, Marc Halsema.
In this episode, Angelo speaks with author and consultant, Russ Alan Prince. Russ shares what separates the average family office from the distinguished family office, how best practices go beyond basic metrics, and how certain activities can catapult the single family office.
In this episode, Angelo talks with HR advisor, Lyn Christensen, who shares her secrets to great leadership, smart insights on people, how to spot your best team assets, and other HR secrets of the best single family offices.
In this episode, Angelo hits the road and broadcasts live from the Family Office Association Program in Greenwich, CT, and shares a live interview with Adam Robinson, Entrepreneur, Investor & Global Macro Advisor. Adam shares how training with chess legend, Bobby Fischer, helped him become a strategic thinker, and expands on how wealthy families can harness the power of liquid asset markets using his unique framework. He also shares a new way of looking at markets through a disciplined approach that allows you to look at markets in a new way, and even gives away his best approaches.
In this inaugural episode of Effective Family Office Podcast, host Angelo Robles gives you insights on what to expect from the show, insights on what it takes to run an effective family office, and details on how he aims to provide you with informative, engaging, and applicable information. Angelo is the founder & CEO of Effective Family Office, Family Office Association, and author of Effective Family Office: Best Practices and Beyond.