In this episode, Angelo speaks with Arden O’Connor, founder and CEO of O’Connor Professional Group. Arden sheds light surrounding issues of substance abuse and mental health that sometimes challenge families of wealth. This episode is part 2 of 2.

In this episode, Angelo speaks with Arden O’Connor, founder and CEO of O’Connor Professional Group. Arden sheds light surrounding issues of substance abuse and mental health that sometimes challenge families of wealth. This episode is part 1 of 2.

In this episode, Angelo speaks with founder and president of Focus 3, Tim Kight. Tim dives into the principles of elite leadership and critical factors that distinguish great organizations from average organizations.

In this episode, Angelo chat with American financial planner, commentator, speaker, and educator, Michael Kitces. From investing insights to industry trends in uncertain times, Michael gives us his ‘Nerd's Eye View’ on the financial planning industry.

In this solo episode, Angelo discusses hiring talent, how to measure quality, customization, and privacy when evaluating skill sets, along with the value perceived by the family.

In this solo episode, Angelo takes us on a ‘stroll’ down Greenwich Avenue, showcasing real estate insights, financial climates, and how traditional entrepreneurs are growing alongside the new millennials.

In this episode, Angelo shares an interview with Dr. Stephen Rudin where they dive in to the skills needed to be successful in the 4th industrial revolution - a digital revolution where we will see a fusion of technologies that will blur the physical world, digital world, and biological spheres.

In this solo episode, Angelo digs into the day-to-day management of the single family office services and highlights the team culture, project workflow, and leadership tips and insights.

In this episode, Angelo speaks with Michael Belkin, founder of The Belkin Report. From enhance fund management performances to sector rotation, Michael shares his views on market timing and shares his insights on how to become a better investor.

In this episode, Angelo discusses the upcoming trends emerging from the next generation of family members within the single family office enterprise with special guest, Dennis Jaffe.