HOW TO CREATE OR REIMAGINE INTO A TOP 1% FAMILY OFFICE

DIGITAL IMMEDIATE 24/7 ACCESS MASTERCLASS

Unlocking the Secrets of the Top 1% Family Offices: A Masterclass by Angelo Robles

In the "How to Create or Reimagine Into a Top 1% Family Office" Masterclass, I unveil the most effective insights and best practices gleaned from the world’s most successful families and family offices. Drawing from my interactions with over 2,000 family offices and hands-on experience in creating, restructuring, and consulting across North America, Europe, Latin America, Africa, and the Middle East, this course distills decades of wisdom into actionable strategies.

The Wealth of Knowledge: More Valuable Than Money

This Masterclass offers four comprehensive videos, totaling over five hours of proprietary content, alongside a detailed PDF handbook. You will uncover the behaviors, processes, systems, attributes, structures, and actions that most significantly impact results. It’s not just about managing wealth—it's about mastering the craft of critical thinking, ensuring your family office is not just effective but exceptional. Remember, money spends once, but knowledge monetizes forever.

The Family Office Advantage: Playing the Long Game

A top-tier family office is a proactive force, strategically coordinating internal and external resources to manage and enhance the family's wealth and legacy. This involves not only risk evaluation and mitigation—across investment, liquidity, counterparty, and geopolitical concerns—but also preparing for the unforeseen, the Black Swan events that can define or destroy a legacy. The ultimate measure of success? Results. In this realm, every other choice pales compared to an exceptional single-family office.

Critical Thinking: The Key to Optimal Results

I won’t just teach you what to think; I'll guide you on how to think critically, to maximize your family office's performance. Of the thousands of family offices I’ve encountered, perhaps only 3% achieve true excellence. While average offices prefer comfort zones, the exceptional ones constantly seek to improve, embrace mentorship, and confront the unvarnished truth. This relentless drive for excellence is their hallmark.

Preparing for the Future: Resilience and Beyond

Most family offices, particularly those established post-2019, are unprepared for the turbulence of our times. Yet, those that achieve generational success embody "long resilience," a trait that enables them to withstand adversity. The unprepared often react poorly, highlighting the importance of focusing on the right problems and opportunities, rather than dissipating resources on trivial issues and mediocre prospects. Genius lies in ignoring the unimportant.

The Big Three: People, Technology, and Systems

Success in a family office hinges on three pillars: People, Technology, and Systems. A staggering 85% of success is driven by the people—those who are critical thinkers, effective decision-makers, and efficient executors. This Masterclass reveals the single most crucial trait for family office executives and identifies two major barriers to their success. True leadership fosters commitment and accountability, which shapes culture, strategy, and execution.

Practical Strategies: From KPIs to OKRs

You'll learn practical management techniques to enhance productivity and results, including the correct implementation of KPIs and OKRs. I also share the number one action any family office can implement within 30 days to see significant improvements. We leave nothing unexplored in this Masterclass.

Embrace the Future

AI isn't here to replace you; it's here to supercharge your potential. Embrace it, or risk being left behind. We've seen industries blindsided by the advent of e-commerce, social media, and the on-demand revolution—think about how we consume music, movies, data, taxis, and food. AI is going to be an even bigger game-changer.

In ten years, there will be two types of family offices: those leveraging AI and those that no longer exist. The rising generation gets it. We're witnessing a shift where human roles are declining and machines are advancing. This is the most significant trend I see. This isn't the future; it's the present, accelerating faster than ever.

Navigating the Modern Landscape: Challenges and Opportunities

For only $1,195, this signature Masterclass offers 24/7 access to all its digital content. Sign Up Here and start your journey to mastering the art of family office excellence.  You'll discover the three biggest fears family offices face worldwide and effective strategies to mitigate these concerns. The course covers seven core family office focus areas, including asset protection, investing, and more, preparing you to build a legally sound, tax-efficient structure, and navigate generational dynamics.

Learning from the Greats: A Thousand-Year Legacy

Gain insights from my interactions with a thousand-year-old European family, learning how they define and overcome the greatest threats to their continuity. We also delve into "Unknown Unknowns"—the unseen challenges—and strategies to foster anti-fragility, going beyond mere resilience.

Speed and Decision-Making: Lessons from Jeff Bezos

Inspired by Jeff Bezos, we explore the importance of making decisions swiftly, even with incomplete information. Most family offices are too slow in seizing opportunities; we discuss how to change this culture and accelerate both decision-making and execution.

The Evolving Landscape: Geopolitical Risks and Wealth Protection

Today's family offices face a landscape fraught with geopolitical risks, energy crises, and inflation. These factors threaten long-term investment value. We cover the increasing complexity of maintaining confidentiality, regulatory compliance, and cybersecurity, alongside the challenges of talent retention, rising costs, digitalization, and AI concerns and opportunities.

The Path to Family Continuity

Successful family offices understand the importance of intergenerational education, competency, and communication. We explore the nuances of engaging with varying generations, ensuring the family office remains robust and united.

Lead with Purpose: Inspire, Serve, and Act

Leaders are defined not by their thoughts but by their actions. This Masterclass will show you how to cultivate a culture that drives success, grounded in commitment and accountability.

This signature Masterclass is only $1,195. Sign Up Here and have immediate 24/7 access to all the content in this digital Masterclass. 

It isn’t about what it costs you—it’s about what it will create for you!

Comments on my Masterclasses have included:

“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. His Masterclass is a powerful journey that seamlessly weaves together vast insights from both the immediate landscape and historical perspectives. The experience is provocative, powerful, and precise. His extraordinary depth of wisdom and exceptional critical thinking set him apart."

- Danielle Patterson

"If you are a family office professional like me (or one who aspires to be), or you are in a service industry that needs to keep current on the unique world of SFOs, and you are on the fence about signing up for Angelo Robles’ Masterclasses, think no more and just do it! 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 Angelos’s Masterclass! "         

- Joanna Roland, SFO Advisor

Who Are These Masterclasses For?

Ideal for wealth creators, family members, family office executives, aspiring family office professionals, and advisors to the family office community. Suitable for those seeking to rapidly enhance their knowledge and resources within the family office community.

This signature Masterclass is only $1,195. Sign Up Here and have immediate 24/7 access to all the content in this digital Masterclass.