Angelo J. Robles
Founder and Chief Executive Officer, Family Office Association
Angelo J. Robles is the Founder and Chief Executive Officer of the Family Office Association, a global membership organization of single family offices. Angelo is a Member of the Princeton University and NYU Council on Family Offices. Angelo has written several books and numerous independently published articles.
Joseph W. Reilly Jr.
President, Family Office Association
Joseph W. Reilly Jr. is the President of the Family Office Association. Previously Mr. Reilly helped to start a single-family office and foundation in New York where he was an Investment Manager for six years.
FOA Advisory Board
Managing Director, Head of
Strategy & Client Experience
Invesco - Atlantic Trust
L Investments - Family Office
Cooper Family Office
M. de Visscher
Insite Security, Inc.
Treasurer & Investment
Firestone Family Foundation &
|Thomas J. Handler, J.D., P.C.
Chairman Advanced Planning &
Family Office Practice Group
Handler Thayer LLP
Former Chairman & CEO
A.J. Oster & Company
Founder & CEO
Founder & CEO
Gallatin Wealth Management LLC
Managing Partner &
Head of Research
Oakmont Family Office
|Edward A. Renn
Withers Bergman LLP
GAO Capital - Family Office
Mr. Allin is Managing Director, Head of Strategy & Client
Experience for Invesco - Atlantic Trust.
Mr. Allin was Senior Vice President and Manager of Business and Operations Strategy for the Wealth Management Division of City National Bank in Beverly Hills, California. Mr. Allin was with PricewaterhouseCoopers National Family Office Advisory as a Director in Financial Services Advisory and a leader in the Investment Management Practice in Los Angeles. He played a leadership role in their wealth management advisory as one of the lead authors in PwC’s Global Private Banking / Wealth Management Report and is a frequent speaker at industry conferences and author of several white papers.
Previously Mr. Allin was a Partner at EMC managing a portfolio of national accounts and assisting in the development of geographies including the western and southern U.S. and Europe. There he developed the firm’s financial services industry offerings and provided thought leadership. He began his career as a Manager at Capgemini in wealth management.
Mr. Allin has a BA in Public Policy and Economics from Duke University.
Candice Beaumont is a Managing Director who runs L Investments, a family office with a vast portfolio of public and private equity that is primarily focused on commodities. She oversees all capital allocation decisions for the fund of funds as well as the direct investment portfolio. She is also a financial consultant to Genoil Inc, (www.Genoil.net) an emerging heavy oil technology and portfolio company of L Investments. Ms. Beaumont is a member of the Independent Petroleum Association of America.
Candice Beaumont has well over a decade of experience in the investment business. She started her career in Corporate Finance at Merrill Lynch. Ms. Beaumont worked as an investment banker at Lazard Frères for several years, executing over $20 billion of merger and acquisition advisory assignments. While at Lazard she advised clients globally on a wide array of transactions including mergers, acquisitions, divestitures, leveraged buyouts, recapitalizations, hostile takeovers and hostile defense. She left Lazard to work as a private equity principal at Argonaut Capital, where she was responsible for all aspects of new investment execution for the firm and its portfolio companies, including sourcing and screening potential investment candidates, conducting industry and market analyses, determining valuations, and structuring and negotiating term sheets. Ms. Candice Beaumont attended Rice University, and obtained a Bachelor in Business Administration from the University of Miami, graduating first in her class with a major of International Finance & Marketing. Candice was Captain of the Miami Varsity Tennis team earning Academic All American honors and is also a former world ranked professional tennis player.
Mr. Borish currently serves as Chairman and CEO of Computer Trading Corporation, an actively managed fund focused on macroeconomic investing, which was a spinoff of Tudor Systems Corporation. Mr. Borish had been a founding partner of Tudor Investment Corporation, where he was Director of Research for ten years.
Mr. Borish is very active philanthropically. He is currently an investor and board member of CharityBuzz.com in New York, which combines pop culture, technology and online auctions to raise money for non-profits. He is a founding member, with Paul Jones and Glenn Dubin of the board of directors of the Robin Hood Foundation, which funds New York City educational projects for disadvantaged children. He is a founding board member of Math for America, an non-profit led by Jim Simons to improve mathematical education in U.S. public schools. He is currently a mayoral appointee to the Youth Board of the New York City Department of Youth and Community Development.
Identifying opportunities that enhance financial market efficiencies has driven many of Mr. Borish’s other endeavors. This includes Quadriserv, Inc. a technology driven securities lending platform, which emphasizes price transparency and process efficiency. He has also served as CEO of Twinfields Capital Management, a global macro hedge fund focused on the fixed income sector, and Chairman of the Board of Directors of OneChicago, LLC. Additionally, Mr. Borish now serves as Chairman of the Institute for Financial Markets, a nonprofit dedicated to participating in the development of standards and fostering best practices initiatives in the financial services industry.
Previously, Mr. Borish served as a Board Member of the Futures Industry Association (FIA), a Special Advisor to the Board of Directors of the Chicago Board of Trade, and as a staff member of the Presidential Task Force on Market Mechanisms (Brady Commission) to study the stock market decline of October 1987.
He earned his Masters of Public Policy from the Gerald R. Ford School of Public Policy at the University of Michigan and BA in Economics from the same university.
Howard Cooper began his career aggressively trading equities for his own account, becoming a full-time trader in the mid-80s. In 2006, Mr. Cooper established a single-family office to manage his family assets, which were derived from his stock trading endeavors. His SFO has transitioned to global investing primarily in alternative investments, including hedge and private equity funds. He is an honors graduate of Princeton University.
Mr. Cooper's spare time is devoted to his favorite philanthropic endeavor of supporting music and art education among underprivileged students, and he has established a family foundation to support these causes. He is the chairman of the new board on Family Offices, Endowments and Foundations at Princeton and chairs the Family Office Council at the NYU Stern School of Business which he coordinates with the faculty. Howard Cooper is a an advisor to the Princeton University Dept. of Astrophysical Sciences, Chairman of the University of Florida Dept. of Astronomy Advisory Council, a member of the Board of Directors of Florida Atlantic University and an advisor to several university academic advisory councils and a member of the 14-10 Investment Fellowship of the Royal Institution of Great Britain. He serves on the boards of several non-profit organizations and foundations and is on the Advisory Board of the Family Office Association and serves on the Hedge Fund Leadership Council and the Advisory Board for Institutional Investor. Howard Cooper resides in Palm Beach.
The Cooper Family Office is invested in over 80 funds, in North and South America, Europe and Asia, as limited partners, in managed accounts and as direct equity investors. The Cooper Family Office also partners with a number of Asian and European FOs, with which they research and invest in opportunities in China, Australia and Eastern Europe, along with frontier markets. The Office is especially proud of working with numerous other family offices throughout the world in evaluating funds, building family office investment committees, seeking new opportunities and funding direct investments.
Mr. Coules is currently a Managing Director at Hunter Advisors Corp. where he runs the Family Office practice and co-runs the hedge fund practice. Previously, he was a Portfolio Manager of event driven strategies at Brencourt Advisors. He has also held positions at JP Morgan and at Morgan Stanley where Mr. Coules was named by Institutional Investor Magazine as the Best Up and Coming Analyst across all industry specialties. Mr. Coules began his career as an attorney at Skadden, Arps, Slate, Meagher and Flom.
Mr. Coules is a Senior Advisor to a private family foundation
where he focuses on major philanthropic projects both
domestically and internationally. Areas of focus include:
education, medical research, scientific research, and preservation
of Jewish culture.
Mr. Coules has an MBA from Harvard Business School, a JD from the University of Chicago Law School, and a BA in Economics with honors from the University of Chicago. Greg is a member of the Visiting Committee of the University of Chicago Law School.
Mr. de Visscher is President of de Visscher & Co. in Greenwich, CT. A native of Belgium, Mr. de Visscher has been an active advisor to business owning families for over twenty years, mostly in the United States, Canada, Europe, the Middle East and Latin America. In 1990, he founded de Visscher & Co., one of the world’s leading independent financial consulting and investment banking firms for family and closely-held companies. Over the last 18 years, he and his team have advised over 300 family companies and family offices worldwide on issues of liquidity of shareholders or capital needs of their business. Prior to opening his own firm he was a partner at Smith Barney, where he founded and ran Wall Street’s first Family Business Group. In 1998, Mr. de Visscher founded “Family Capital Growth Partners”, a private equity fund focused on making equity investments in family-owned and closely held companies. In 2006, he co-founded the Business Growth Alliance, an alliance of middle-market advisory firms based in Pittsburgh, PA, Greenwich, CT and Washington D.C.
Mr. de Visscher is a director and shareholder of his own family’s global enterprise, N.V. Bekaert S.A. Headquartered in Belgium, Bekaert was founded by his great-grandfather in 1880. Today, the Bekaert Group has sales of $3.0 Billion in over 80 countries manufacturing and marketing a wide variety of steel wire and related products.
Mr. de Visscher is a partner, investor, advisor or director of several private corporations including Olympia Chimneys, Epic Brands in the U.K., and Ambridge Corp. in Colombia. He is a member of the Global Advisory Council to PlayPumps International and an advisor to J.H. Whitney Pan Asian Fund.
Mr. de Visscher is Honorary Consul of Belgium in the United States and Chairman of the Society of Friends of Belgium in New York.
Mr. de Visscher is the past president of the Family Firm Institute, current Chairman of the European Family Office Conference, and a contributor to many publications, including The Wall Street Journal, LA Times, NY Times and many others. He is a full-time contributing editor of Family Business Magazine. Mr. de Visscher is the recipient of the ‘Richard Beckhart Award” from the Family Firm Institute in Boston, recognizing his many valuable contributions to the Field of Family Businesses.
Mr. de Visscher is a Certified Public Accountant and a member of the American Institute of CPA’s. Mr. de Visscher holds a Bachelor of Economics honors degree from Université Catholique de Louvain (Belgium) and MBA from Rutgers University (USA).
Elijah Duckworth-Schachter has spent his career in the investment and strategy consulting industries. His primary focus has been in the private equity arena and his experience includes working for many years in the Private Equity and Mergers and Acquisitions Practice at Mercer Management Consulting, now Oliver Wyman. Additional past experience includes working at a mezzanine debt fund sourcing and structuring lower middle market buyouts and working as a financial analyst in the Investment Banking Division of Lehman Brothers.
Today, Elijah divides his time between managing his family's office and acting as a principal at Point One Percent, a strategy consulting and branding firm focused on the luxury goods industry. Elijah is a graduate of Columbia College, Johns Hopkins School of Advanced International Affairs and Columbia Business School. He is active philanthropically and sits on the Alumni Council of Kent School.
Christopher Falkenberg is President of Insite Security, a security and investigations firm focused on high net worth families. He is a former Special Agent of the U.S. Secret Service and an attorney. While with the Secret Service, Mr. Falkenberg conducted numerous protective advances for the President of the United States and other government officials here and abroad. He led investigations of major fraud cases and worked several cases through trial and sentencing.. Among his awards and citations, he received the Treasury Department's Special Service Award and was recognized for heroism following the 1993 World Trade Center bombing. As a litigator with the New York law firm Davis Polk & Wardwell, Mr. Falkenberg conducted corporate internal investigations and was involved in a wide variety of civil and criminal matters. Prior to that, Mr. Falkenberg clerked for a judge of the U.S. District Court for the Southern District of New York. He holds a Bachelor's degree from Kenyon College and a J.D. from Columbia University, both with honors.
Lisa currently is the Treasurer & Investment Committee member for the Firestone Foundation & Family Interests. Lisa serves as a trustee and member of the investment committees for The Taft School in Watertown, CT; The African Wildlife Foundation based in Nairobi, Kenya; and the Challengers Boys and Girls Club of LA. Lisa has a vast network of family office and investment groups, and is very involved in community outreach and philanthropic organizations. A Cum Laude graduate of Princeton University, Lisa is an active alumnus. Lisa is also a writer. In 2006, she was named an Honorary Friend of Rwanda after reporting on the country's mountain gorillas and the capital city of Kigali
Mr. Handler is an advanced planning attorney focused on structuring complex estate plans and handling related business structures and tax planning issues for affluent families, family businesses and family offices. Such planning often involves the interplay of income tax, estate tax, executive benefits, and financial matters. In this regard, Mr. Handler is particularly experienced in dealing with business owners, directors, executives, professional athletes, celebrities and family offices. He has extensive experience in the analysis, design and implementation of domestic and international business planning, financial and estate planning, and advanced tax planning strategies. Mr. Handler is a managing partner in Handler Thayer, LLP, where he chairs the firm's Advanced Planning & Family Office Practice Group.
Mr. Handler's experience includes public accounting and corporate and foundation directorships. He is involved in Chicago Bar Association activities including its Taxation and Trust Law committees, and has authored numerous professional articles. He has lectured extensively both nationally and internationally at professional and family office educational conferences. Mr. Handler created the Asset Protection Profile™ and Stealth Prenup™ in addition to other proprietary strategies for affluent families and family offices.
He has been recognized by various independent organizations on their lists of top attorneys. Leading Lawyers Network named Mr. Handler one of the Top Attorneys in Illinois in two areas: 1) Trusts, Will and Estate Planning Law and 2) Closely and Privately Held Business Law. He has also been named to the PCG Wealth Strategies Design Team comprised of fifteen of the top wealth planners in the United States. Further, he has been named to Who’s Who in American Law and a life member of Who’s Who in America.
He earned a Bachelor of Sciences in Accountancy Degree from the University of Illinois at Urbana-Champaign and a Juris Doctorate Degree (Law Review) from DePaul University College of Law in Chicago, Illinois. Mr. Handler is a recognized thought leader in the advanced planning and family office marketplaces who has been quoted in the Wall Street Journal, Chicago Tribune, Worth Magazine, Christian Science Monitor, Las Vegas Review Journal, Chicago Sun-Times, Structured Products Magazine, ABA Journal, National Law Journal, Crain’s Chicago Business, Derivatives Weekly, Family Wealth Report and Wealth Manager Magazine in addition to other publications.
William McEnroe – Managing Partner of FTS. Prior to founding FTS he was a founding Partner of WTAS (a national tax advisory firm / RIA and formerly part of HSBC) and was Head of the Alternative Investment Tax Group in New York. William was also a member of the IAS (Investment Allocation Services) investment committee at WTAS and was a firm wide resource on alternative investments and S corporations.
He has over 25 years of experience in advising clients on business and diverse tax matters, including extensive knowledge of alternative investments, partnership taxation, offshore taxation, and multistate taxation. William focuses on assisting family offices and investment partnerships with entity structuring, tax planning and tax compliance. William’s clients include complex alternative investment funds (private equity and hedge funds) both on-shore and off-shore, and some of the largest family offices in the United States.
Prior to joining WTAS Mr. McEnroe was the Managing Member of Occam Management overseeing tax strategies and private equity investments for multiple family offices, a Director of the Montrose Group where advised single family offices, a consultant with KPMG in their corporate tax group specializing in corporate consolidations, and was a Senior Tax Consultant with Laventhol & Horwath International where he oversaw their largest client worldwide and was a member of the firm’s Real Estate Tax Group.
William has been a tax & business strategy advisor to many alternative investment funds including: Raptor Capital, Salida Capital, SkyBridge Capital, West End Capital (JV with Berkshire Hathaway), Boston Ventures, HSBC private equity, Olympia Capital, Performance Trust, Saturn Ventures, and Flagstone Re. William is also a member of MetCircle (family office association), the Explorers Club, and is a member of the Forbes 400 Advisory Council.
Mr. McEnroe was educated at Wellesley High School, Wellesley, MA; University of Massachusetts at Amherst, received his Masters of Science in Finance (MSF) and his Masters in Science in Taxation (MST) from the Zicklin School of Business at Baruch College, New York, NY.
Bradford R. Orben has been Executive Director of Finance and Family Office for Building and Land Technology for the past 3 years. Building and Land Technology is a second-generation real estate development company based in Connecticut which has completed ventures worth more than $3 billion including over 4 million square feet of commercial development and 4,500+ residential units. BLT trophy properties host the headquarters for Gen Re, GE Commercial Finance, Diageo, GE Real Estate, Xerox, GE Energy Financial Services, IMS Health, Hewitt, Starwood Hotels and Resorts and Cornell University. BLT’s numerous office parks, apartment complexes, single family subdivisions, common interest communities and adaptive reuse projects total in excess of 8,000,000 square feet of development throughout Fairfield County. BLT is the majority owner of William Pitt/Julia B. Fee/Litchfield Hills Sotheby’s International Realty comprised of 28 offices and 1,100 sales associates covering Westchester County, Fairfield County, Litchfield County and the Shoreline of Connecticut.
Mr. Oster is the former Chairman and CEO of A.J. Oster & Company, a family business that was founded by his late father in 1922 and later sold to a public British multi-national in 1979. He left A.J. Oster in 1983 to organize as Chairman & CEO the Oster Group, Inc., specializing in equity investing and turnaround management consulting.
Mr. Oster’s success has been punctuated by a variety of unique business experiences including: dealing extensively in Europe and in South America; starting a new company for his then parent firm (Cookson Group plc); being an officer or director of many companies of the $350,000 American Group; as well as helping build the family company from $3 million in sales in 1966 to $40 million in 1979 and $90 million in 1983.
Mr. Oster is former Chapter President and National Director for The Turnaround Management Association, is trustee emeritus of Cushing Academy in Ashburnham, MA, and a Commodore of the State of Rhode Island appointed by former Governor Frank Licht. Mr. Oster was appointed by former Secretary of Commerce Malcolm Baldridge as special advisor to the U.S. Department of Commerce on International Trade and Tariffs regarding non-ferrous metals. He was also a part of the committee which restored the Statue of Liberty and Ellis Island.
For over 12 years, Mr. Oster taught second-year MBA students at NYU Stern’s School of Business and has lectured at Yale University’s School of Management.
Mr. Oster holds a degree in business administration from the University of Rhode Island.
Natasha Pearl, CEO and Founder of Aston Pearl has more than 15 years of unique global industry experience with the ultra-high-net-worth and family office marketplace while at firms including Sotheby's, American Express, Mercer Management Consulting and Booz Allen & Hamilton.
In 2001, she founded Aston Pearl, "the family office for everything except money. "Her relationships with a worldwide network of clients and experts throughout the art, luxury, and family office areas proceed Aston Pearl with a strong foundation. In July 2006, as part of Institutional Investor's Fifth Annual High-Net-Worth Awards, Aston Pearl was nominated by Private Asset Management as "Family Group of the Year."
Prior to founding Aston Pearl, Ms. Pearl served as Senior Vice President and Worldwide Director of Relationship Marketing at Sotheby's and as Chief Marketing Officer for Circline, a global art firm. Before that, she spent a number of years in management consulting with Booz Allen and Mercer Management Consulting, advising top-tier global financial institutions, and held positions at America Express in operations and marketing.
Amelia Renkert-Thomas founded Fisher Renkert LLC, a US-based consulting firm focused on multi-generational family business succession planning and wealth preservation, in November 2009. Fisher Renkert LLC assists families facing a generational transition – whether in ownership, leadership or management, whether for their businesses, their family offices or family trust structures – to evaluate strategic alternatives and develop comprehensive plans for succession.
Prior to founding Fisher Renkert LLC, Amelia was a partner at Withers Bergman LLP, an international private client law firm, and remains Of Counsel to the firm. Amelia’s practice at Withers focused on tax-sensitive wealth planning for individuals, their families and their family offices, including structuring of family trusts and investment holding companies, and development of multi-generational governance mechanisms to support and strengthen long-term family relationships. During her tenure at Withers Bergman, Amelia chaired the US Families and Business practice group, and co-chaired the firm’s Family Office Special Interest Group.
From 1990 - 2002, Amelia served as President and CEO of Ironrock, Inc., a 5th generation family-owned and –managed producer of ceramic tile and thin brick located in Canton, Ohio, succeeding her father. She remains closely involved with Ironrock as a director and officer.
Amelia received her B.A. cum laude from Yale College, her J.D. cum laude from Harvard Law School, and her L.L.M. in Taxation from Case Western Reserve University College of Law. She currently serves in leadership roles on several non-profit boards. Amelia lives in Woodbridge, Connecticut with her two teenaged daughters.
Mr. Roux has some 28 years of experience working with families and family offices worldwide. Activities range from strategic wealth management – family legacy and stewardship, family dynamics and organization, family office construction and coordination, and consulting, to international asset management, asset allocation, portfolio management, manager selection, performance reviews, mutual fund administration and global custody.
He was a Director and Managing Director at Pictet & Cie, Private Bankers, Geneva, Switzerland and a number of its international affiliates during his 25 years at his family’s firm. In 2005 he returned to the US and founded Gallatin Wealth Management, a Wyoming LLC. The firm is a wealth management advisory and consultancy whose objective is to act as the trusted advisor, personne de confiance, to a limited number of families, family offices and mfo’s.
Mr. Roux holds a JD degree from California Western School of Law in San Diego (1980), received a BA from the Univ of Colorado with majors in History and Political Science in 1976, and attended the Graduate Institute of International Studies Masters program in Geneva. He was a member of the Cal Western International Law Journal, received several Dean’s Awards and Advocacy Honors Board Awards.
He joined Pictet in 1980, worked in Geneva and London, established and headed Pictet’s Asian presence in Hong Kong in 1986, worked throughout the region nine years, headed the Group’s EU operations in Luxembourg, and returned to Geneva in 1998. His responsibilities there included strategic group projects, single and multi-family office services, coordination of Pictet’s international offices, and more.
Mr. Roux is a past board member and now President's Advisory Board member of the East West Institute, a global conflict prevention think and do tank, the Family Firm Institute, the Jackson Hole Center for Global Affairs. He has spoken at numerous forums in Asia, Europe and the US, and was an advisor/participant in the Far Eastern Economic Review ‘Where To Put Your Money’ Quarterly’s in Asia. He has written several articles on private banking and the concept/role of personnes de confiances.
Adam Stern and his family have been associated with Oakmont Corporation for 8 years. Oakmont is a Los Angeles based family office that services two multi-generational families. As a client, Adam has been actively involved with Oakmont and serves as a trustee and provides investment oversight of several multi-generational trusts for his family. He is actively involved in building, diversifying and protecting his family’s estate. This ranges from public market investments and hedging, to sourcing limited partnerships in diverse global hedge funds, private equity and venture funds. As a big proponent of direct company investing, Adam has vetted and actively monitors direct angel investments in a diverse group of businesses such as companies developing algorithmic global locations and unique social network shopping, to more traditional leveraged finance investing in bathroom supplies and go-cart tracks, and even Major League Baseball, where his family is a part owner of the Milwaukee Brewers.
Adam has enjoyed a fruitful career in financial services and has been responsible for cultivating and ushering newly emerging asset classes into the mainstream realm of traditional and alternative investments. Adam began working on Wall Street selling convertible bond securities at Union Bank of Switzerland and Deutsche Bank. At Deutsche Bank he became Head of US Convertible Bond Sales. Adam parlayed this breadth of experience and co-founded his own hedge fund, AM Investment Partners, which was one of the first asset management firms to offer investors exposure to Volatility Arbitrage and tail hedging programs. In addition to operating an array of Volatility Arbitrage products, his fund also managed strategies including Convertible Arbitrage, Equity Long Short, and Merger Arbitrage. All strategies, through acquisition and/or distribution, managed over $100 million and, collectively, reached $1 billion. Adam is currently a Managing Director at Los Angeles based Crescent Capital Group with over $10 billion in assets invested in across a range of credit products. Adam’s diverse investor base included the most prestigious institutional, high net worth, endowment, pension and fund of hedge fund investors, spanning the globe. Adam has served as a board member of the JCC in Manhattan, on the investment advisory board for the Rippowam Cisqua School, and as trustee for several philanthropic organizations. Mr. Stern attended Trinity College in Hartford, Connecticut where he graduated with a Bachelor of Arts in Economics.
Ms. Tillotson is the Managing Partner and Head of Research at Scorpio Partnership in London. Ms. Tillotson heads the research team overseeing all of Scorpio’s extensive research projects. Her key focus is on qualitative client research, which is undertaken with HNW clients, family offices, private banks and key industry participants internationally. She also oversees intermediary research, market research and competitor profiling and benchmarking studies.
Ms. Tillotson is a co-founder of Scorpio Partnership. Before establishing the firm with Sebastian Dovey in 1998 she was a senior journalist, then managing editor, with Waters Information Services and Institutional Investor. She was responsible for global coverage of wealth management, capital markets and banking operations.
Ms. Tillotson holds a MA (Hons.) degree in English Language and Literature from Oxford University and was awarded a Diploma in Periodical Journalism from City University.
Edward Renn focuses on domestic and international private client matters. He provides legal advice on US and international estate planning, income maximization strategies, FLP and LLC planning, wealth preservation, business succession planning, international tax planning for entities and individuals, trust structures and estate administration.
A significant part of his practice focuses on domestic and international estate planning for hedge fund and private equity principals. Ed is a frequent speaker and has co-authored several books on estate planning for individuals. Ed is admitted to practice in the United States Tax Court.
A senior partner at Withers Bergman, Ed practices out of the firm's New York, Greenwich and New Haven offices.
Ms. Yak is the Managing Director of GAO Capital, the investment
arm of her family based in Singapore. She is also Managing
Partner in GAO Advisors which is the hedge fund advisory
unit of GAO Capital. GAO Advisors helps family offices
and foundations create hedge fund portfolios customized
to their needs. Ms. Yak is primarily responsible for sourcing
and researching new managers, with a focus on funds in
Asia and trading-oriented strategies. Ms. Yak travels extensively
and is fluent in English, Mandarin and Japanese.
Prior to establishing GAO Capital, Ms. Yak was Director of Research for a family office / fund-of-funds for a European family with significant businesses in Asia. Ms. Yak was responsible for building the firm’s research and portfolio management systems. She also headed selection and due diligence of hedge funds. Prior to that, Ms. Yak was in the Strategic Business Development Group (Internal M&A) at JPMorgan Chase and also at the Financial Institutions Group of UBS Investment Bank, both in New York and Tokyo.
Ms. Yak graduated summa cum laude from the University of Pennsylvania, with a B.S. in Economics from The Wharton School and a B.A. in Asian & Middle Eastern Studies and a minor in Mathematics from the College of Arts & Sciences. Ms. Yak is on the Advisory Board of the University of Florida, Department of Astronomy.
Ms. Yak travels extensively for work especially within Asia but also spends a significant amount of time in Greenwich, CT.
Angelo J. Robles is the Founder and Chief Executive Officer of the Family Office Association, a global membership organization of single family offices. Angelo is a Member of the Princeton University and NYU Council on Family Offices. Angelo has written several books and numerous independently published articles. Angelo is the author of the white paper, "Creating a Single Family Office for Wealth Creation and Family Legacy Sustainability," and co-author of "The Lawsuit Lottery and Protecting Assets," "Wealth Preservation & Asset Protection," "Offshore Trusts," and "Structured Solutions: What Family Offices Need to Know" and “Entrepreneurship in the Family Office.”
Angelo is a contributor for quotes on the benefits of creating a successful single family office for families of wealth for Bloomberg Radio & TV, Thompson Reuters, Cable Vision CT News, Luxury Institute, Institutional Investor, Registered Rep, Investment News, Greenwich Times, Accounting Today, Web CPA, Accounting Crossing, EurekaHedge, HFM Week, Dubai International Financial Centre, IAI Review - Editrice Le Fonti Publishing House and other newspapers, websites, magazines and journals.
Angelo has held positions in Arthur J. Gallagher & Co., UBS and New England Financial. He is the founder and past President of the New England chapter of the Hedge Fund Association, and was an Internet pioneer in retirement planning for Fortune 1000 executives with 401KRollover.com and IRARollovers.com, both of which he founded.