Angelo Robles Podcast

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.