Masterclass: Your Gateway to Mastering Single Family Offices

“Everything You Wanted to Know About Single Family Offices”

June 16-17, 2025 | Hosted by Angelo Robles

Imagine having access to one of the most opaque and lucrative industries in the world. The single family office (SFO) community—representing over $11 trillion in managed wealth—is not just a marketplace; it’s a space defined by elite families, high stakes, and unparalleled opportunities for those who can navigate its complexities.

These families aren’t just wealthy—they are elite visionaries whose businesses, legacies, and fortunes shape entire industries.

The opportunity to serve them isn’t just a career move—it’s a transformational leap that can redefine your business, elevate your profile, and unlock financial success beyond imagination.

But there’s a problem:
Most professionals fail to access this world. Why?
Because they lack the specialized knowledge, tools, and strategies to truly understand and serve these families.

That’s where I come in.

Why This Masterclass is Unlike Anything You’ve Experienced

Two Days. 5 Attendees. Infinite Possibilities. 

Why only 5 attendees?
Because your growth and transformation demand focus, personalization, and a high level of engagement.

This isn’t just a Masterclass. It’s an immersive, interactive experience designed to give you access to Angelo Robles's 20+ years of expertise he's cultivated working with over 2,000 single family offices globally.

This Masterclass goes beyond theory. It’s rooted in actionable strategies, insights, and tools you can implement immediately to:

1.  Source and Access Family Offices: Learn the exact methods to find, reach, and build relationships with these elusive entities.
2.  Craft Messaging that Resonates: Tailor your communications to the psychology of the ultra-wealthy, ensuring you stand out in their crowded world.
3.  Host Events That Attract and Retain: Master the art of designing experiences that engage family offices and leave lasting impressions.
4.  Future-Proof Your Career: Discover why traditional methods no longer work and how to adapt to a changing landscape shaped by AI, shifting market dynamics, and evolving family priorities.

The Angelo Robles Edge

For over 20 years, Angelo has redefined what it means to build and sustain exceptional family offices. His expertise is encapsulated in his groundbreaking white paper, Angelo Robles’s Blueprint for an Unbreakable Family Office Legacy. Now, for the first time, you’ll experience his insights in an immersive, two-day setting designed to transform your understanding of family offices—and your career.

This is your chance to master:

•  How to access and connect with single family offices 
•  How to craft messaging that resonates with ultra-high-net-worth families 
•  The psychology of legacy and the key fears that keep family office principals awake at night
•  21st-century strategies, from cutting-edge AI integration to social media outreach

Deeper Insights: The Content You’ll Experience

The Blueprint for Building an Unbreakable Family Office

Drawing from Angelo’s renowned family-only Masterclass, Angelo Robles’s Blueprint for an Unbreakable Family Office Legacy, you’ll gain insights into the systems, structures, and philosophies that have set the world’s most successful family offices apart.

You’ll explore:

•  The Purpose-Driven Family Office Model: Why intent and multi-generational engagement are the keys to sustainability.
•  The Principal-Agent Problem: How to navigate misaligned incentives and ensure true alignment between families and their advisors.
•  In-House Expertise vs. Outsourcing: Why exceptional family offices bring the most important resources under one roof and how you can help them build this capability.
•  Resilience Through Leadership: How to cultivate a leadership culture that not only survives but thrives across generations.

The $11 Trillion Opportunity: Cracking the Code on SFOs

The SFO industry is unlike any other. It’s not just about managing wealth; it’s about preserving legacies while navigating fears, ambitions, and external pressures.

We’ll cover:

•  What single family offices truly want from their advisors and funds—and what they avoid at all costs.
•  The critical pain points keeping family office principals awake at night, from succession planning to investment risk.
•  How to position yourself as a problem-solver who addresses these concerns while driving long-term value.

Your Ultimate Toolkit for Success

Over the course of two days, you’ll receive access to my proprietary frameworks, tools, and strategies, including:

1.  AI Integration: Why AI is the single greatest disruptor to the family office landscape and how you can harness its power to serve clients better.
2.  Messaging That Converts: Templates and approaches to create emails, proposals, and presentations that resonate deeply with the family office mindset.
3.  Event Strategies: The step-by-step process for hosting intimate, high-impact gatherings that position you as a trusted advisor.
4.  The Modern Tech Stack: Tools and technologies that streamline operations and enhance your ability to connect with and serve family offices.

Why This Masterclass Will Transform Your Career!

Access to Exclusive Knowledge

The strategies shared during this masterclass took Angelo decades to develop and refine. These aren’t generic tactics—they’re field-tested, proven methods that have helped him and his family office clients succeed at the highest levels.

An Industry on the Brink of Transformation

In 10 years, the family office landscape will look vastly different. AI, regulatory changes, and shifting societal norms are rewriting the rules of the game. Those who adapt early will dominate.

In only 2-days this Masterclass ensures you’ll be among the 1% of professionals who truly understand where the industry is headed—and how to position yourself for success.

👉 Click Here to RSVP and Pay to Secure Your Spot 

Transforming Problems into Opportunities

In the world of single family offices, success isn’t just about managing wealth—it’s about making problems disappear. These families face unique challenges, from generational transitions to underperforming investments, and they demand solutions that are as bespoke as their legacies. “Masters of the Universe”—the advisors and funds who thrive in this space—don’t just sell; they solve. They don’t just follow; they build.

And here’s the truth: if you can do both, you become unstoppable.

The AI Revolution: Under-Hyped and Game-Changing
The family office landscape is on the brink of transformation, and AI is the catalyst. Contrary to the hype that AI threatens jobs, the reality is this: AI won’t take your job, but someone using AI will. 

In this masterclass, we’ll explore why AI is vastly under-hyped in the family office world and how its integration can redefine everything from deal sourcing to client engagement. I’ll show you how to leverage AI as a strategic partner—streamlining operations, personalizing outreach, and making smarter decisions faster than ever before.

The winners of tomorrow aren’t fighting against AI—they’re partnering with it. If you’re not adapting, you’re falling behind.

Adaptation or Obsolescence: The Future of Advisors and Funds
The single family office industry is evolving at breakneck speed. Legacy strategies no longer work. The methods that succeeded a decade ago are rapidly becoming irrelevant.

This masterclass isn’t just about keeping up; it’s about staying ahead. Together, we’ll dive into the strategies, technologies, and mindsets that will define the future of those who work with family offices. You’ll learn how to evolve, innovate, and position yourself as a leader in this lucrative but rapidly changing space.

The choice is stark: adaptation or obsolescence. This masterclass ensures you’ll be on the right side of that equation—ready to thrive while others struggle to keep up.

The Profit Potential

Serving single family offices isn’t just prestigious—it’s profitable. These families demand high levels of customization and trust, and they’re willing to pay for it. By mastering the art of serving them, you’ll open the door to millions in potential revenue.

Masterclass Highlights

1.  Custom Q&A: Submit your five most pressing questions in advance, and I’ll address them in detail during the masterclass.
2.  Networking Opportunities: Build connections with a curated group of professionals who, like you, are committed to elevating their careers.
3.  One-on-One Interaction: With only 5 attendees, you’ll have direct access to me throughout the event.
4.  Social Activities: Relax and connect during evening gatherings in NYC, blending learning with leisure.

Why Attend?

The SFO community is notoriously opaque, but its rewards are immense. Advisors, funds, and firms that master this space often achieve unprecedented profitability. Yet, traditional methods no longer work. This masterclass will equip you with the modern strategies and insights needed to thrive.

By the end of two days, you will:

•  Be years ahead of your peers in understanding the family office mindset
•  Possess the tools to raise capital, pitch deals, and close partnerships with SFOs
•  Know how to structure your business for sustained growth and profitability 

What’s Included?

This two-day experience is packed with actionable strategies, proprietary tools, and unparalleled expertise, including:

•  The insider’s guide to hosting events that attract family offices
•  How to pitch niche investments with compelling risk/reward profiles 
•  A breakdown of power partnerships for co-investment opportunities
•  How to future-proof your career by mastering the latest in AI, tech stacks, and investment trends
•  What family office leaders are saying (breakdown - feedback from 5 incredible family offices)

Master the Art of Irresistible Investment Proposals:

Gain exclusive insights into how to craft niche investment offerings with exceptionally compelling risk/reward profiles—opportunities that align perfectly with family offices’ unmet allocation needs. Angelo will  teach you how to pinpoint under-allocated areas and tailor solutions that make you indispensable as an advisor or fund manager.

Unveil the Secrets of SFO Engagement:
Learn directly from Angelo's recent Q&A with 5 elite single family offices about what truly resonates with them when advisors and funds make their approach. Discover their preferences, expectations, and the exact strategies that cut through the noise to build trust and credibility. These insider perspectives are your blueprint for transforming cold introductions into enduring partnerships.

"Angelo Robles is unparalleled in his ability to uncover what truly drives success in the family office world. His insights have transformed the way we approach our clients and their challenges."
— Philip Strassler, Founder, Strassler, LLC

"This masterclass is a game-changer. Angelo’s ability to combine strategic insight with actionable tactics is second to none."
— Jan Petke, MP, C100Global

The Details

📅 Dates: Monday & Tuesday, June 16-17, 2025
📍 Location: NYC
💵 Cost: $5,000
👥 Capacity: Strictly limited to 5 attendees

Apply Now—Spaces Are Extremely Limited

The family office community waits for no one. Billionaires and their advisors are looking for solutions now. If you’re ready to deliver, this is your chance to stand out in an increasingly competitive landscape.

👉 Click Here to RSVP and Pay to Secure Your Spot 

Your future begins here. Don’t let this opportunity pass you by.

Build a business that prints money!

Click Here to Schedule a Call With Angelo Robles. 

About Host Angelo Robles: A Legacy of Influence and Visionary Leadership 

With over 20 years as a family office entrepreneur, investor, and principal in his own family enterprises—including a Family Office and a HoldCo—Angelo Robles has redefined what it means to build and sustain generational wealth. His unparalleled expertise in family office excellence positions him as a true visionary who turns connections, insights, and strategies into transformative outcomes.

As the founder of the renowned Family Office Association (exit 2023), Angelo has cultivated a reputation for delivering results at the highest levels. His strategic acumen and network have empowered countless families and sponsors to achieve exponential success, making him a trusted authority in the ultra-high-net-worth community.

Principal Investor and Innovator 

Angelo isn’t just an advisor; he’s a principal actively investing across cutting-edge and traditional sectors. His portfolio spans:

• AI, Web3-Blockchain, and Robotics-Drones: Harnessing disruptive technologies to create future-focused opportunities.
• Music Royalties: Tapping into alternative assets with scalable, long-term returns.
• Recession-Resistant Private Industries: Leveraging his HoldCo to invest in high-demand sectors like fencing, containment, septic services, and construction trades.
• Distressed Global Real Estate and Agricultural Assets: Identifying undervalued opportunities in farm and ranch land to preserve and grow wealth.

Angelo’s dual perspective as both a strategic leader and an investing principal ensures every interaction, event, or partnership he spearheads delivers unparalleled value and actionable insights.

👉 Click Here to RSVP and Pay to Secure Your Spot 

Your future begins here. Don’t let this opportunity pass you by.