Angelo Robles Podcast

Angelo Robles Podcast

By Angelo RoblesBusinessManagement
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Angelo Robles Podcast episodes

  • Choose Your Standards. Focus on Now. Be Bold!
    In this episode of the Effective Family Office Podcast, host Angelo Robles speaks with Brian Kight, a multi-industry leader and founder of DailyDiscipline.com. Brain shares his thoughts on how to choose your standards and focus on the here and now.
    44 min
  • Being an Effective Family Leader
    In this episode, host Angelo Robles speaks with Lonnie Gienger, author of Beyond Business. He discusses how as a family leader, you are positioned to change the family dynamic and shape it into an ideal platform to build a better world.
    56 min
  • High Performing Single Family Offices
    In this episode, host Angelo Robles speaks with Russ Alan Prince, president of R.A. Prince & Associates, Inc. who consults with family offices, the ultra-wealthy and select professionals. Mr. Prince shares his thoughts on high performing single family offices and offers insights on how to become one.
    22 min
  • Passing on Money and Legacy to Heirs
    In this episode, Angelo speaks with Peter Mallouk, President of Creative Planning, who breaks down the best path to wealth accumulation, retention, and transfer of assets to heirs. Peter shares how a single family office can benefit from having a strategic plan that is tailored to unique goals for passing money and legacy on to the next generation.
    35 min
  • Private Placement Life Insurance
    In this episode, Angelo speaks with Edward Renn Esq., Partner at Withers. He shares on not just how best to establish and manage your family office, but also where best to geographically situate its operations. He also shares his thoughts on how to tackle difficult and strategic decisions about location and how that choice carries with it various tax implications.
    45 min
  • The Emerging Role of the Chief Learning Officer
    In this episode, Angelo speaks with Matthew Wesley, Director at Merrill Lynch's Center for Family Wealth Dynamics and Governance. He explains the role of the Cheif Learning Officer, how they are acting as HR leaders, how they balance the people, processes, and technology angles of learning and development, to be able to create a sustained change.
    29 min

About Angelo Robles Podcast

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The Premier Channel of Geopolitics, Economics, and Investing for Family Offices and the Affluent
Hosted by Angelo Robles