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.

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.

Passing on Money and Legacy to Heirs

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

About Angelo
Angelo Robles, Founder & Chairman of Angelo Robles Enterprises, leads a suite of ventures including SFO Continuity, Family Office Masterclass, and FamilyOfficeTV. His work is centered on exceptionalism in family offices, investing, and family continuity.

Angelo has crafted and revitalized family offices for some of the world's most successful families, guiding them to create enduring, innovative, and resilient structures. These offices are humanly wise, cognitively flexible, digitally savvy, AI-enhanced, and authentically anti-fragile.

As the founder of Family Office Association (FOA), Angelo transformed it into one of the world's premier educational and consultative organizations for family offices. He exited FOA in 2023. Angelo is also the author of Effective Family Office and co-author of Maximizing Your Single Family Office.

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The Premier Channel of Geopolitics, Economics, and Investing for Family Offices and the Affluent Hosted by Angelo Robles About Angelo Angelo Robles, Founder & Chairman of Angelo Robles Enterprises, leads a suite of ventures including SFO Continuity, Family Office Masterclass, and FamilyOfficeTV. His work is centered on exceptionalism in family offices, investing, and family continuity. Angelo has crafted and revitalized family offices for some of the world's most successful families, guiding them to create enduring, innovative, and resilient structures. These offices are humanly wise, cognitively flexible, digitally savvy, AI-enhanced, and authentically anti-fragile. As the founder of Family Office Association (FOA), Angelo transformed it into one of the world's premier educational and consultative organizations for family offices. He exited FOA in 2023. Angelo is also the author of Effective Family Office and co-author of Maximizing Your Single Family Office.

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

About Angelo
Angelo Robles, Founder &amp; Chairman of Angelo Robles Enterprises, leads a suite of ventures including SFO Continuity, Family Office Masterclass, and FamilyOfficeTV. His work is centered on exceptionalism in family offices, investing, and family continuity.

Angelo has crafted and revitalized family offices for some of the world's most successful families, guiding them to create enduring, innovative, and resilient structures. These offices are humanly wise, cognitively flexible, digitally savvy, AI-enhanced, and authentically anti-fragile.

As the founder of Family Office Association (FOA), Angelo transformed it into one of the world's premier educational and consultative organizations for family offices. He exited FOA in 2023. Angelo is also the author of Effective Family Office and co-author of Maximizing Your Single Family Office.

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Passing on Money and Legacy to Heirs

Passing on Money and Legacy to Heirs