Podcast appearances and mentions of angelo robles

Secret Thoughts of CEOS Ep. 132 Priorities for Family Offices Working in a Fractured World with Angelo Robles    In this episode of the Secret Thoughts of CEOs and Business Leaders podcast, host Chris Yonker interviews Angelo Robles, a prominent figure in the family office sector. The discussion covers various topics crucial to family businesses, such as the importance of hiring the right people, the disruptive impact of AI, and how geopolitical changes are reshaping the business landscape. Angelo shares his thoughts on the future of AI, the significance of understanding global trends, and how family offices can better prepare for rapid changes. Chris and Angelo also delve into the complexities of governance within family offices and the critical need for adaptability and continuous learning.   Angelo Robles is a global authority on family offices, renowned for his forward-thinking approach and bold vision for the future. As a family office strategist and futurist, Angelo has dedicated over 20 years to helping elite families navigate the complexities of wealth management, governance, and legacy building in an era of rapid change. With a deep understanding of the evolving landscape—from the rise of AI to increasing geopolitical risks—Angelo empowers families to break free from outdated models and build future-forward family offices designed to thrive for generations.    Timestamps   ·       03:50 Angelo's Background and Career Journey ·       07:19 The Concept and History of Family Offices ·       18:08 Top Trends in Family Offices: People, Technology, and Systems ·       33:09 Integrating AI in Family Offices ·       35:14 First Steps for Family Offices ·       39:47 Geopolitical Shifts and Their Impact ·       46:55 The Role of AI in Global Power Dynamics   Memorable Quotes ·       “ So the majority of family offices are built for a world that no longer exist.” [13:25]   ·        ” AI is being under hyped. Under hyped. You look at the math behind it, Jensen Wong and Nvidia doubling its quote unquote power once every 1.08 years. Do the math behind that.” [29:23]   ·        ” It's rare, rare to find people who are willing to change their minds on topics they refuse to investigate.” [56:12]     Websites:   Angelorobles.com Facebook: @AngeloJRobles Instagram: @angeloroblesmedia LinkedIn: @angelorobles fambizforum.com. www.chrisyonker.com.

The Neuro Performance Podcast with Andy Murphy 3M+ Downloads | Trusted by Family Offices, Hedge Funds & Elite Decision-Makers A deep dive into how family offices and hedge fund leaders can rewire the brain for generational success using neuroscience, emotional mastery, and performance psychology.

Angelo Robles, the Founder & CEO of SFO Continuity, shares insights on the mindsets, investment strategies, and alternative investments favored by the ultra-wealthy and family offices. We also discuss the potential high-reward opportunities that billionaires are excited about in 2024. Connect with Ben Fraser on LinkedIn ⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/benwfraser/⁠⁠⁠⁠⁠⁠ Connect with Steve Woodruff on LinkedIn https://www.linkedin.com/in/steve-woodruff-cfp%C2%AE-9871288/ Connect with Angelo Robles on LinkedIn https://www.linkedin.com/in/angelorobles/ Access our FREE training on How to Invest in Private Credit: ⁠⁠https://www.privatecreditmasterclass.com/sign-up⁠⁠ Access our FREE Economic Report: ⁠⁠https://www.investwithaspen.com/free-economic-report⁠⁠ This podcast is sponsored by Aspen Funds which focuses on Private Credit, Industrial Real Estate, and Oil and Gas offerings for accredited investors: ⁠⁠https://aspenfunds.us/⁠⁠ Follow Aspen Funds LinkedIn: ⁠https://www.linkedin.com/company/aspen-funds/⁠ Instagram: ⁠⁠https://www.instagram.com/aspenfunds/⁠⁠⁠

Former Staples executive sentenced for false tax return, Arizona Coyotes CEO calls for diversity in sports, UK government considers green investment fund, Octopus Energy offers digital access to business content, London mosque hosts Mawlid procession, RealtyMogul launches real estate equity fund, RuralWorks Partners invests in rural communities, Angelo Robles interviews J.J. Sowers on News Direct Podcast, Bronxville recovers from storm damage, Portofino Dry Gin captures essence of Italian coast.

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.

HE'S BACK! Angelo Robles is the host of the Angelo Robles Podcast. 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. He has a podcast on YouTube and Apple Podcasts. We talk about: The 1 thing the Richest people in the world have in common. Staying Unplugged from The Matrix (of life). How to Prep for Disaster. What Central Banks are doing wrong. How NOT to be another "Cog in the Wheel". Thinking for yourself and developing 1 great idea. Alternative investments in Web3 and Biotech for Exponential Gains. Societal and Personal Evolution When Crisis Meets Opportunity AND MORE! Please do your own research before making any financial decisions. This is NOT Trading Advice. Never invest more than you're willing to lose. The Risk of total loss is real. Angelo Robles: Massive Action in Web3 & Billion Dollar Families: https://www.hotwallet.ca/angelo-robles-massive-action-in-web3-billion-dollar-families/ Follow Scott on Twitter: http://www.twitter.com/scottrades Buy a Shirt: http://www.hotwallet.shop Swing Trading For Consistent Profitability: https://stockmarketmentor.com/products/swing-trading-consistent-profitability/ ----------------------------------------------- Family Office Association: https://familyofficeassociation.com/ Angelo on Twitter: https://twitter.com/familyoffice Angelo Robles Podcast: https://www.youtube.com/user/FamilyOffice Angelo on Instagram: https://www.instagram.com/angeloroblesmeta/ Call/Text Angelo: 203-570-2898 Angelo's Interview with Tony Robbins: https://youtu.be/YKGz-TXO-7M Balaji Srinivasan's The Network State: https://thenetworkstate.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices

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.

Angelo Robles is the host of the Angelo Robles Podcast. 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. He has a podcast on YouTube and Apple podcasts. Follow Scott on Twitter: http://www.twitter.com/scottrades Support the show: http://www.hotwallet.shop Swing Trading For Consistent Profitability: https://stockmarketmentor.com/products/swing-trading-consistent-profitability/ ----------------------------------------------- Family Office Association: https://familyofficeassociation.com/ Angelo on Twitter: https://twitter.com/familyoffice Angelo Robles Podcast: https://www.youtube.com/user/FamilyOffice Angelo on Instagram: https://www.instagram.com/angeloroblesmeta/ Learn more about your ad choices. Visit megaphone.fm/adchoices

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.

Angelo helps the world's most successful families create modern, multi-generationally dynamic, international family offices, that are digitally savvy, identify exponential opportunities and hazards in becoming truly anti-fragile. Angelo's experience with some of the wealthiest families in the world has allowed him to distill best practices for discovering purpose and refining the vision, governance, structures, systems, processes, and culture that successful families and their ‘safeguard' family office need in order to thrive. Angelo helps families create or reinvent their family office to be of institutional quality and highly adaptive. His process engages all generations in the family and focuses on designing a generationally dynamic family office of people/systems/technologies that aligns the desires and capabilities of the rising generation and is able to triumph over challenges. Music credits: Clouds by MBB | https://soundcloud.com/mbbofficial, Music promoted by https://www.free-stock-music.com, Creative Commons Attribution-ShareAlike 3.0 Unported, https://creativecommons.org/licenses/by-sa/3.0/deed.en_US IMPORTANT NOTICE: This web series and podcast is intended for informational purposes only. The views expressed are not, and should not be construed as investment advice or recommendations. Recipients of this should do their own due diligence, taking into account their specific financial circumstances, investment objectives, and risk tolerance (which are not considered in this web series and podcast) before investing. None of this information communication is an offer, nor the solicitation of an offer, to buy or sell any of the assets mentioned herein. --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app Support this podcast: https://anchor.fm/joelpalathinkal/support

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.

Vitaliy recently had the pleasure to sit down with Angelo Robles of the Family Office Association. In this interview, Angelo and Vitaliy discuss Vitaliy's approach to portfolio construction, how value investors should think about the macroeconomy, how... The post Portfolio Construction, Macro, and Chess: Interview with Angelo Robles – Ep 111 appeared first on The Intellectual Investor.

Vitaliy recently had the pleasure to sit down with Angelo Robles of the Family Office Association. In this interview, Angelo and Vitaliy discuss Vitaliy's approach to portfolio construction, how value investors should think about the macroeconomy, how the stock market during the pandemic reminded Vitaliy of chess, and of course, Tesla. We hope you enjoy it! You can watch the complete interview here: https://www.youtube.com/watch?v=kH6mFFyozCA&t=190s  

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 Effective Family Office 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 Effective Family Office 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 Effective Family Office 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 Effective Family Office 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.

Angelo Robles is the founder and CEO of Family Office Association – a global membership organization for ultra-high net worth families and their single-family offices. For over 10 years, Angelo has worked with multiple generations of families, and their trusted advisors – giving him a deep understanding on how these families think, feel, and what motivates them. He is the founder of think tank, Effective Family Office, and the creator of the “Family Office Masterclass Program Series.” Angelo maintains a thought-leadership podcast and is the author of, “Effective Family Office: Best Practices and Beyond.” Register for the Sage Intacct Financial Services Forum - Online Event Series.

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.

Welcome to the 22nd episode of The CEO Story Podcast! With weekly podcasts releasing, "The CEO Story" takes a deep dive into the success (and sometimes pitfalls) of being your own boss! We encourage each and every individual to candidly share their stories to help other entrepreneurs understand the highs and lows that come with the journey.As always be sure to check out more of our podcast episodes:Podcast Website - https://ceostory.buzzsprout.comYoutube - https://www.youtube.com/channel/UCasaMQttGpdFnIMeWXER1SQWebsite - https://www.togethercfo.com/Give us a Like on Facebook - https://www.facebook.com/TogetherCFO/Like our LinkedIn Page - https://www.linkedin.com/company/together-cfoGive us a Follow on Instagram - @TogethercfoIn this episode, I had the pleasure of interviewing Angelo Robles. Angelo is the Founder and CEO of the Greenwich CT based Family Office Association (FOA), an exclusive global membership organization that delivers proprietary thought leadership, research, best practices, and global programming to multiple generations of exceptionally wealthy families and the professionals who run their single-family offices.Angelo is also the founder of Effective Family Office a think tank and Masterclass Program Series for single-family offices and the analytical data-driven firm Family Office Statistics. He's the author of the book, “Effective Family Office: Best Practices and Beyond,” which ran for several weeks as the number one book in Office Management on Amazon.com. Click here to purchase the book.Angelo is the host of the Effective Family Office Podcast on iTunes. Angelo personally advises a small number of global families and SFO executives on achieving maximum effectiveness. His expertise has been sought by media outlets such as Bloomberg Radio and Television, the Wall Street Journal, and Institutional Investor, among others. Angelo continues to lead in the SFO community with creative proprietary thinking on the future of the family office including structures, organization, leadership, technology, AI, investing, and philanthropy.Stay up to date with Angelo:Website - https://familyofficeassociation.com/about-family-office-association/LinkedIn - https://www.linkedin.com/in/angelorobles/Twitter - @familyofficeFamily Office Association LinkedIn - https://www.linkedin.com/company/familyassociation/

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 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 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.

Angelo Robles, Founder & Chairman, Family Office Association, serves as the Chairman of the Family Office Association Institute. Robles is regarded as leader in the single family office industry, whose expertise is regularly sought by media outlets such as Bloomberg Television, the Wall Street Journal, Institutional Investor, Opalesque, HFM Week, Investment News, Eureka Hedge and Private Asset Management, among others. He has authored two books and multiple articles on topics relevant to Single Family Office’s.  What does your Family Office Association Do? Tell us about your background and why you created the FOA? What is a family office? Why would someone create a family office? What types of investments do family office invest in? Do Family Offices invest in startups? What is the #1 most important aspect of a Family Office? Can creating a family office grow the families wealth? How can a family office protect the families wealth? Someone would like to get a hold of you what services do you provide?

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.

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.

How do the ultra-ultra-ultra-ULTRA-wealthy manage all that money? Some utilize what is known as a family office. We sat down with Angelo Robles, Founder and CEO of Family Office Association, at Sage Intacct Advantage 2019, to talk about what exactly a family office is, what it takes to run one, and how virtual family offices are ushering in the highest-quality outsourcing, and best technologies to streamline family-office management. Angelo also shares some 'Sage' advice for those new to the accounting industry on how to break into this highly 'niche-y' field!

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, 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.

Angelo Robles is the founder and CEO of the Greenwich CT based Family Office Association (FOA), an exclusive global membership organization that delivers proprietary thought leadership, research, best practices and global programming to multiple generations of exceptionally wealthy families and the professionals who run their single family offices (SFOs). Angelo is also the founder of Effective Family Office a think tank and Masterclass Program Series for single family offices and the analytical data-driven firm Family Office Statistics. He’s the author of the book, “Effective Family Office: Best Practices and Beyond,” which ran for several weeks as the number one book in Office Management on Amazon.com. Click here to purchase the book. Angelo is the host of the Effective Family Office Podcast on iTunes. Angelo personally advises a small number of global families and SFO executives on achieving maximum effectiveness. Angelo’s expertise has been sought by media outlets such as Bloomberg Radio and Television, the Wall Street Journal, and Institutional Investor, among others. Angelo continues to lead in the SFO community with creative proprietary thinking on the future of the family office including structures, organization, leadership, technology, AI, investing and philanthropy. In this episode, we talk about: Why you should be a part of a family business association Why it was important for Angelo to begin this organization The importance of family businesses working together Strength in numbers

In this episode we speak with Angelo Robles of the Family Office Asssociation regarding family office investing and what he notices currently and sees coming up in the future.

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, 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 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 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.