Episode 42: Family Wealth Management During Uncertain Times
Careful planning and flexibility are just the start to make you and your family as prepared as possible.
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Managing the wealth of affluent families has become increasingly complex. So what can we learn from the Family Office to help all of us to better manage our family’s wealth during these unprecedented times? You’re about to find out from the CEO of one of the world’s most respected organizations dedicated to family wealth planning on this edition of Your Money Manual with Vince Annable.
Welcome to Your Money Manual, the educational podcast designed around the fact that when it comes to wealth, your money doesn’t come with instructions. My goal is to provide you with valuable information from industry experts to help you make smart decisions about your wealth so you can build a rewarding life of significance.
Today's Topic: How YOU and other up-and-coming wealthy families can benefit from the best practices of today’s family office.
Guest: Mr. Angelo Robles, Founder and CEO of the Family Office Association. Angelo is also the co-author with our friends, Russ Alan Prince and John J. Bowen Jr., of Maximizing Your Single Family Office, and he is also the author of his own book, Effective Family Office, Best Practices and Beyond.