FAMILY OFFICE

30 Founding Members: Something Special in the Family Office Community

Membership for Family Offices 

SFO Continuity is the most exclusive, content rich and active family office ONLY private membership community for 30 founding members! 

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 past spring into the summer we've hosted various in-person private breakfasts, luncheons, 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 (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 Into the Fall of 2024!

We are hosting exclusively this summer '10X Investment Ideas' and ‘Setting up a Family Office’ forums both digital and in-person. Additionally this summer through the fall ‘Unstoppable Heirs,’ ‘How to Incorporate Next-Gen Across the Enterprise’ breakfasts, luncheons and digital content. I’m collaborating with a peer and jointly hosting proprietary digital and in-person ‘Designing Deca-Billion Dollar Single Family Offices - Including as Direct Investing Behemoths!’

In August I'll unveil to members my UPDATED research and key best practices as outlined in my newly recorded 5-hour digital Masterclass ‘How to Create or Reimagine Into a Top 1% Family Office.’

We're not done! This summer through the fall I’ve rolled out ’Survival of the Family Office’ series. A team of thought leaders and I provide exceptional content and resources around family office culture, systems, tech, competition for talent, comp structures, what mergers like BDT-MSD really mean, etc. I clearly see how single family offices in particular sub-billion dollar family offices CAN thrive!

Dynastic Wealth ('Building a Family Empire') is promulgated through 'HoldCo’s and Private Trust Companies (PTCs)' engaging the family including in direct and controlling interests in private companies… beginning late summer into the fall 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