Family Office Investing & Wealth Management

In this episode, Angelo Robles discusses the investing best practices seen among the world’s best allocators and how those decisions can apply to family office portfolios.

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.

Authors: Angelo J. Robles, Family Office Association, and Alan Bronstein, President, Aurora Gems Inc. and VP of Natural Color Diamond Association Colored Diamonds for SFOs: A Rock-Solid Alternative Investment Wealthy investors and financial institutions around the globe have cause to be concerned about the safety of their financial assets, as the leading G8 central banks

Authors: Kenneth Frier, CFA Chief Investment Officer, Atlas Capital Advisors and Gretchen Tai, President Shoreline Investment Management Company, CIO HP, inc. Kenneth Frier and Gretchen Tai explore the Endowment Model and SFOs in Improving the “Endowment Model” Recipe This paper offers a perspective on how the endowment model might be improved, based on our experience

An increasing number of newly wealthy families are creating a single family office (SFO) to manage a range of financial, personal, and professional affairs…

Author: Wade Pfau, Professor of Retirement Income and Angelo J Robles,Family Office Association, CEO & Founder Introduction What is a sustainable distribution rate from an investment portfolio? This is a fundamental question which cuts to the heart of distribution planning for a single family office. It is also the fundamental question of retirement income planning,

Author: Dana Green, Matt Wesley, John Wong and Angelo J RoblesFamily Office Association CEO & Founder Introduction Family offices are facing a critical set of inflection points. We are observing three emerging core trends that are challenging the industry to rethink its approach in fundamental ways. The first core trend is the recognition that effectively managing the client experience, as

Author: Kenneth Frier CIO, Atlas Capital Advisors and Gretchen TaiCIO, HP Inc This is a follow-up to the previous Family Office Association White Paper: Improving the “Endowment Model” Recipe. In that paper we summarized our investment advice as follows: • Make asset allocation the number one priority – always understand what is in the portfolio and

Author: Miles Spencer, Co-Founder, Innovadores, LLC. and John CaulfieldCo-Founder, Innovadores, LLC. Secretary of State John Kerry spoke these words as he raised the flag over the newly re-christened American Embassy in Havana. It signaled a massive shift in global diplomacy, and an entry point for forward-thinkers in opportunity. The death of longtime leader Fidel Castro

Author: Mary Elizabeth Klein What do single family offices need to understand about the democratization of art and its impact? In this white paper, expert Mary Elizabeth Klein, CPA/CFO of Littleton Park shares the most important things for a family office to understand about art collecting Expand PDF to fullscreen using arrow icon below White

Author: David Lesperance, Managing Partner Lesperance Associates In this white paper, expert David Lesperance, Managing Partner, Lesperance Associates will explore the purposes and elements of a Backup Plan that is robust and flexible enough to provide the type of rapid response mechanism that HNW families require in modern times. White Paper Preview: The traditional responsibility

In this white paper, Justin Amirault, Jon Cheng, and Mandy Fryer, the three founders of Glasswing Capital Management, aim to break down the fundamentals of how solar Tax Equity investments work and provide a context of why there is a unique opportunity for certain individuals and family offices to participate today. Authors: Justin Amirault, Jon Cheng, Mandy Fryer Company:

Q&A Podcast with Tony Robbins Tony Robbins sat down with Family Office Association CEO Angelo Robles for an interview in advance of the upcoming “Wealth, Health, Impact, and Inspiration: Your Vision for 2020 and Beyond” event co-hosted with Dibico Construction Inc. Click arrows icon below to expand to full screen. Podcast Transcript Preview: Angelo Robles:

While the sleepy-volatility regime of 2017 may have lulled some investors into believing financial markets only go up, the abrupt return of volatility in 2018 has been a wake-up call, reminding people that capital appreciation is never risk-free.

Authors: Robin Coady Smith, Co-Founder & Family Consigliere and Carl Lloyd Sheeler, Co-Founder & Family Consigliere Considering the Legal, Business & Technical Aspects There are several important legal issues to consider in planning for a private family trust company. A private family trust company is by legal definition a trust company for a single family. It

Author: Paul Erhardt, Managing Member, Investment Business Advisors, LLC and Angelo J. Robles, Family Office Association Family Offices and Alternative Investments Abstract In the midst of a prolonged low-interest rate environment, many mid and large-sized Family Offices are going beyond the traditional 60- 40 equity/fixed income asset allocation framework for their investment portfolios. In search