Angelo Robles Podcast

In this episode, Angelo speaks with Thomas Handler, chairman of Family Office Practice Group, Handler Thayer. Together, they review the single family office regulations, exemption registration and taxes in the light of the new tax act.

In this episode, Angelo speaks with Allan J. Zachariah, Co-Chief Executive Officer of Pathstone Federal Street on the new tax act that was recently passed, how this may affect the single family office, and how to approach new developments within the single family office management structure.

In this episode, Angelo speaks with Dr. Steven Ruden, Matthew Kelly & Cindy Puccio about one of our most precious assets - our children. How can you be sure you are helping your child grow into a happy, responsible adult? What measures can be taken to ensure they develop into effective learners who can grow into satisfied adults and good stewards? Listen now to learn how.

In this episode, Angelo speaks with Gary Shunk about Family Unity - how do you create it and how do you sustain it? As a private family advisor and organizational consultant, Gary consults nationally with families in business, legacy families, and family offices. His expertise focuses on the family and emotional dynamics that accompany affluence as well as the business environment. He assist families in facilitating conversations that lead to successful shared decision making supporting family cohesion and harmony over multiple generations.

In this episode, Angelo speaks with Samuel K. Won, Founder and Managing Director of Global Risk Management Advisors, Inc. Samuel shares how risk management needs to be thought of in two segments in relationship to financial wealth. He breaks down the first segment that family offices should care about - protection of assets or wealth preservation, and the second important factor - how to achieve growth in that wealth over time in a sound, sustainable manner.

In this episode, Angelo speaks with Vivek Wadhwa, a Fellow at the Rock Center for Corporate Governance at Stanford University and also at the Pratt School of Engineering at Duke, where he’s a Director of Research. Angelo and Vivek discuss his predictions on a jobless future saving mankind, ethics of gene editing, and the disruption of industries.

In this episode, Angelo speaks with Dr. Ashby Monk, the Executive and Research Director of the Stanford Global Project Center. Together, they dig into the shifts that have affected the world of investments and how it is now effectively a new paradigmthan it was even a few short years ago.

In this episode, Angelo speaks with Cath Tilloston, co-founder of UK based Scorpio Partnership. Cath shares her insights from overseeing many global research assignments covering client engagement and the client experience, brand identity and value proposition, client segmentation, asset allocation, and the investment process, regulatory change in the onshore and offshore environment, the role of technology and philanthropy.

In this episode, Angelo is joined by author of the acclaimed classics Family Wealth and Family: A compact among generations and the co-author of A Cycle of Gift: Family wealth and wisdom and the voice of the rising generation, James Jay Hughes. Mr. Hughes sharel how how the industry sometimes fails, how catalysts amoungst families brign new challenges and how growth can sometimes pull us apart.

In this episode, Angelo reflects on what he learned hosting his Newport Beach Master Class. Sharing his experiences both from the perspective of host and attendee, Angelo shares insights on how to best to create a live experience that allows for the setting to help cultivate an optimal learning environment.