FAMILY OFFICE

Membership. Masterclasses. Consulting.

Summer 2024 Programming...

10X Family Office Investment Models

Unstoppable Heirs

How to Incorporate Next-Gen Across the Enterprise!

How to Structure HoldCo’s to Attract Top Tier Talent (Equity and Phantom Plans)

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FEATURED IN:
“Angelo is that rare transformational thinker ‘seeing around corners,’ but with practical strategies to prepare for it now"- Merriam Family
"Angelo's programs are Provocative. Powerful. Practical." - Mike Ryan, MGR
Just watched a riveting interview (see video below) between Angelo Robles and Donatella Ceccarelli on Family Office TV, and I'm compelled to share a thought that struck me. Angelo, with his probing questions, unveils the nuanced dance between macroeconomic trends and family office dynamics. This conversation is an education in navigating the complexities of global investing with wisdom and agility. This is a must-watch. It's not just an interview; it's a roadmap for the thoughtful investor. - Alexander Galambos, European Family Office Liaison
 

30 Founding Members: Something Special in the Family Office Community

Membership for Family Offices 

SFO Continuity is the most exclusive family office ONLY private membership community for 30 FOUNDING members! We provide unfiltered proprietary best practices on investing, legacy (family continuity) and family office operations, in coordination with 24 intimate bespoke in-person gatherings. We are consistently this summer hosting IN-PERSON 10X Investment Roundtables, Unstoppable Heirs Luncheons, Survival to Thriving Family Office Debates, 30-Day Family Office Best Practices Guaranteed Results Challenge, HoldCo Direct Investing Mini Masterclasses and our Social Rooftop Soirees ALL summer long!

As a multi-decade entrepreneur in the family office community with a successful exit and having created my own holding company and family office structures in Wyoming (will complete a private trust structure late 2024) I understand having lived through it and having worked over decades with family offices around the world the best practices of the most successful family offices.

In missing the camaraderie of sharing and connecting with amazing families and their family offices, nothing… no amount of my content and digital masterclasses (though valuable) matches the in-person connections, insights and accountability of the right people coming together face-to-face.

I made a commitment recently to form SFO Continuity as a private membership club dedicated to exceptional families and their family offices (membership is not available to service providers and sponsors).

I only desire 30 founding members then a several month pause on new membership, however founders get influence and other special benefits (including pricing). There is no wait for face-to-face interaction, we are currently very active this summer (2024) with in-person gatherings!

Become a Founding Member Join Today

This spring we hosted various in-person investor luncheons, private dinners, social soirees and masterclasses. Our attending ACTIVELY participating members are truly exceptional investors and family offices imagine the insights gleamed and ideas shared intimately (and with no sponsors) when members include:

A family principal investor in over 900 private companies, a family office as one of the earliest consistent allocators to alternatives, an investor with a 300X return on a significant investment, an entrepreneur family principal who founded three highly successful tech companies, a family office executive who runs among the largest legacy single family offices in the world (and is a master of family office operations), a rags to riches principal of wealth who is an extraordinary crypto/web3 investor, a founding family office wealth creator who has invested in real estate for over 60 years and more!

Click Here to Join Today

Our current members and I  have deep experiences, insights, connections and real investments in AI, CRE, ranch land, crypto, RV parks, mobile homes, multi family housing, energy, private credit and more.

Summer 2024!

We are very active this summer there is no ‘time off.’ Opportunities abound and some require the ability to act quickly. We are hosting exclusively this summer '10X Investment Ideas' forums both digital and in-person. Unstoppable Heirs and How to Incorporate Next-Gen Across the Enterprise luncheons, also this summer I will unveil to members my new research and key best practices to improve any family office in 30-days.

This summer we are rolling out our ’Survival of the Family Office’ programming series. A team of thought leaders and I will provide exceptional content and resources around competition for talent, comp structures, what mergers like BDT-MSD and others mean (including PE flooding asset management and MFOs), scaling and leverage are all at play, yet I clearly see how single family offices can thrive!

Dynastic ‘family empire’ wealth is promulgated through HoldCo’.s and Private Trust Companies (PTCs) engaging the family including in direct and controlling interests in private companies… later this summer we’ll share with members extraordinary new content and tactical resources on the legal structuring of holding companies, integration of operators, designing HoldCo.'s to attract top tier talent (with equity and/or phantom equity plans), using net operating losses properly and advanced deal sourcing mechanisms utilizing advanced technologies all in coordination with dynastic governance through PTCs.

We already have extraordinary individuals/family offices as early founding members (including international). Join us.

Collectively as a group we can do amazing things!

Click Here to Join Today

$6,500 Annually

“Angelo is that rare transformational thinker ‘seeing around corners,’ but with practical strategies to prepare for it now.”

- Merriam Family

“Angelo Robles is undeniably a trailblazing thought leader." 

- Danielle Patterson

"I have over 20 years of experience as both the CEO/CFO of a multibillion-dollar SFO and as an independent advisor, and I couldn’t write notes fast enough to keep pace with the information that flows from Angelo's programs!"     

- Joanna Roland, SFO Advisor

INTRODUCTORY SESSION

 

Meet Angelo

15-minute introductory call 

I’ve interacted with the most successful dynastic families and understand their playbook for success and rising generational engagement

I don’t replace… I augment. I  free up your time and make incredible connections. In addition, I bring you the hottest opportunities. I have the experience, network and the partnerships.

YES, COUNT ME IN
NICE TO MEET YOU

I'm Angelo Robles!

“I provide you with curated exceptional results-driven resources, utilized by me in consulting to dozens of exceptional families including deca-billionaires and their family offices. Truly the collaborative best-in-class best practices of the world’s most successful families and their family offices”

- Angelo Robles

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