How to Set Up a Family Office: Expert Tips from Angelo Robles episode artwork

EPISODE · Feb 24, 2025 · 56 MIN

How to Set Up a Family Office: Expert Tips from Angelo Robles

from Curiosity Code Podcast · host Alex Khomyakov

Lovely listener, share with us your thoughts! Learn how to set up a family office with expert insights from Angelo Robles on this episode of the Curiosity Code podcast! 🎙️ This week, host Alex is joined by Angelo Robles, a top expert in the family office industry. Angelo, the founder and CEO of CFO Continuity and Family Office Masterclass, brings a wealth of experience in setting up and running successful family offices for some of the world's most affluent families.In this episode, Angelo shares his insights on how to set up a family office and the best practices for creating a family office that lasts through generations. 🌐 Discover the key family office requirements, strategies for preserving wealth, and the essential steps for starting a family office. Angelo also touches on the impact of technology and AI on family offices and provides a glimpse into the future trends in the industry. Stay tuned until the end for motivational quotes and advice for those just starting in the family office field.🎙️ Subscribe for weekly episodes on fintech, AI, and innovation🌐 Website: https://curiositycodepodcast.com/📱 Follow on LinkedIn: https://www.linkedin.com/in/akhomyakov/🎧 Listen on Spotify: https://open.spotify.com/show/curiosity-code🍎 Apple Podcasts: https://podcasts.apple.com/podcast/the-curiosity-code-podcast/id1748596092

Episode metadata supplied by the publisher feed · Published Feb 24, 2025

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Lovely listener, share with us your thoughts! Learn how to set up a family office with expert insights from Angelo Robles on this episode of the Curiosity Code podcast! 🎙️ This week, host Alex is joined by Angelo Robles, a top expert in the family office industry. Angelo, the founder and CEO of CFO Continuity and Family Office Masterclass, brings a wealth of experience in setting up and running successful family offices for some of the world's most affluent families.In this episode, Angelo s...

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How to Set Up a Family Office: Expert Tips from Angelo Robles

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