Angelo Robles, the Founder & CEO of SFO Continuity, shares insights on the mindsets, investment strategies, and alternative investments favored by the ultra-wealthy and family offices. We also discuss the potential high-reward opportunities that billionaires are excited about in 2024.
00:00 Introduction
08:15 Defining Family Offices
14:53 Mindset and Competence in Investing
21:32 The Journey to Wealth Creation
28:25 Honesty and Challenges in Family Offices
28:39 Understanding Fees, Taxes, and Inflation
29:23 Incentivizing Talent and Executive Compensation
33:24 Private Alternatives in Family Portfolios
34:33 The Role of Family Executives
35:16 The Rise of Family Offices
36:02 Challenges in Active Management
36:51 Venture Capital: Opportunities and Risks
38:17 The Importance of Control in Investments
39:09 Introducing SFO Continuity
44:09 Investment Themes and Opportunities
52:40 Conclusion and Resources
Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/
Connect with Steve Woodruff on LinkedIn https://www.linkedin.com/in/steve-woodruff-cfp%C2%AE-9871288/
Connect with Angelo Robles on LinkedIn https://www.linkedin.com/in/angelorobles/
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This podcast is sponsored by Aspen Funds which focuses on Private Credit, Industrial Real Estate, and Oil and Gas offerings for accredited investors: https://aspenfunds.us/
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