Angelo Robles Podcast

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.