Unlock Billion Dollar Clients | LPs | Investors

The Proven Playbook Top Firms Use to Dominate the $11 Trillion Family Office Market

What if I told you your firm is one decision away from attracting billionaires and single family offices? Most professionals settle for safe, getting too comfortable in the status quo. But here’s the truth: safety isn’t success. To truly scale and dominate, you need to be exceptional.

Why You’re Missing Out on Millions
Right now, 99% of funds, finance, legal, and accounting firms are making the same fatal mistake. They’re sticking to what they know, not realizing they’re passing up billion-dollar opportunities. The $11 trillion family office market is within your reach—but you need to break free from conventional thinking.

I’m the solution that will get you there.

Becoming Unstoppable: The Billionaire Formula
You must embrace a powerful approach that maximizes your competency and capacity to serve the ultra-wealthy. This begins with mastering three essential steps:

Step 1: Deeply Understand Their Needs

The ultra-wealthy seek problem-solvers, not generalists. Grasp their distinct challenges, whether it’s wealth preservation, family governance, or bespoke investment strategies. Your solutions must align seamlessly with their high-stakes priorities.

Step 2: Tailor Your Offerings

Capacity isn’t just about resources—it’s your ability to deliver precision and personalization. Equip yourself with market-leading insights and solutions that speak directly to this audience's desires.

Step 3: Apply the 80/20 Principle

Success hinges on focused effort. Eliminate ALL distractions and double down on the 20% of strategies that yield 80% of your results. I’ll guide you in honing this laser focus, enabling you to become the unmatched advisor/or fund who drives elite outcomes.

This refined strategy sets your firm apart, empowering you to engage with billionaire clients or allocators on their terms and catapulting your success to extraordinary levels.

You’re One Move Away From Redefining Success
I’ve spent decades consulting the world’s wealthiest families, family offices and their advisors. After founding and successfully exiting Family Office Association (FOA), I understand how to get the attention of billionaires and convert that into long-term relationships. I understand what they look for—and why they turn to only a handful of firms. My strategies will cut through the noise, reposition your firm, and place you at the center of these lucrative opportunities.

Here’s What You’ll Get When You Work With Me
For a modest $10,000 monthly retainer (month-to-month, no contracts), you’ll gain:

•  Direct weekly access to me and my exclusive, tailored content, customized specifically to align with your firm’s offerings for the super rich and their family offices. This content is strategically optimized and coordinated with targeted outreach to a select group of families and family offices that are predisposed to engage with your services.
•  Monthly insights from conversations with billionaires—how they think about the economy, investments, and risk.
•  Access to insider strategies that elite professionals use to attract and retain the wealthiest clients.
•  Guidance on hosting high-end events: Leverage my extensive experience in hosting over 400 elite events to craft your own high-end, unforgettable gatherings. I’ll guide you step-by-step on curating marquee boutique lunches, dinners and soirees at premier venues.
•  Monthly co-hosting event opportunities with me, Angelo Robles at venues like The Core Club and Capital Grille in NYC, The Breakers in Palm Beach, and the Peninsula and Waldorf in Beverly Hills—giving you direct access to ultra-wealthy families/family offices.

What You’ll Learn Will Change Your Firm Forever

•  What ultra-wealthy clients truly 'invest' in—and why most professionals miss the mark. Understanding the single driving factor that influences the buying decisions of the ultra-wealthy is crucial.
•  The ONE strategy that solves every client/allocator problem—and how to implement it immediately to win over family offices.
•  There are countless resources and databases available, but not all are created equal. To make the right purchase and effectively leverage these tools, you need a targeted list of the super rich and their family offices who are predisposed to value your solutions. I can help you navigate this process and facilitate strategic, targeted introductions to the prospects we collectively identify, ensuring your outreach is precise and impactful.

You Can Transform Your Results FOREVER Within TWO to SIX Months
I'll teach you how to “fish” exponentially better, empowering you to create lasting change. My short-term guidance delivers a monumental impact, potentially driving 7-8-9 figures in revenue shifts that directly boost your bottom line.

Here’s Why Most Firms Will Never Compete With You
The biggest mistake most firms make? They stay too close to what feels safe. But billionaires aren’t looking for safety—they’re looking for bold problem solvers who can deliver extraordinary results. I’ll teach you how to stand out, transform your approach, and become the trusted advisor billionaires turn to for answers.

This Is Your Shot!
This isn’t just another consulting program—this is a partnership in your firm’s transformation. I’m offering my direct mentorship and events to a select group of driven professionals ready to leap forward.

Sales Solve Everything!

Productivity is measured by successful outcomes. Success isn’t about intention or activity—it’s about focus and execution. Do the right things with relentless focus. 

What did you get done today?

Genius lies in ignoring the unimportant. 

Information without action is unrealized potential. While intellects may value knowledge, true value lies in the disciplined application of insights. Access alone satisfies curiosity, but focused execution turns insights into impact. It’s not a lack of strategy but a failure in execution that undermines most advisors and funds. The key? Ruthless focus and fewer distractions.

Act Now: Your Billion-Dollar Opportunity Awaits
Sign up today and secure your spot for immediate access to my strategies, insights, and our boutique events collaborations. 

Don’t wait. Billionaires aren’t waiting for you to figure it out—they’re looking for those who are ready to deliver now.

Click Here to join me and start building your billion-dollar practice.

$10,000 Monthly (Month-to-Month. NOT Auto Renewable. Cancel Anytime). 

About Angelo Robles

With 20 years as a family office entrepreneur, investor, and principal in his own family enterprises—including a family office and a HoldCo—Angelo witnessed what truly sets the top 1% apart. He shares firsthand the best practices and proven strategies that drive the world’s most successful families, family offices, advisors and fund managers to achieve extraordinary results. These insights aren’t abstract theories—they’re the actionable behaviors, systems, and frameworks that have delivered exceptional outcomes for generations.

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

- Merriam Family