Effective Family Office: Best Practices & Beyond

We’re pleased to announce the publication of Effective Family Office, Best Practices & Beyond is now available for purchase on Amazon.com. This comprehensive volume offers EFO insights into creating a successful and sustainable Single Family Office.

About the Book

Many SFOs are mediocre at best and woefully inefficient at worst. They miss the excellence mark by a long shot. They descend into mini-bureaucracies, fall behind the innovation curve, and have difficulty attracting and retaining exceptional talent.

Effective Family Office: Best Practices and Beyond, describes how the most innovative and successful single family offices respond to a turbulent world, uncertain economy, threats from cyber and terrorist attacks, constantly evolving regulations, tax structures and risks, as well as challenging family dynamics and unprecedented rates of wealth creation. Author Angelo J. Robles presents us with what it means to be a resilient, innovative and effective family office – from leadership and human resources to culture and technology.

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About the Author

Angelo J. Robles

Angelo Robles is founder and CEO of the Greenwich CT based Family Office Association (FOA), one of the world’s largest and most exclusive global membership organizations dedicated to families of exceptional success and their single family offices. 

As the founder of data-driven Family Office Statistics and the family office think tank, Effective Family Office, Robles’s expertise is often sought by media outlets such as Bloomberg Television, the Wall Street Journal, Institutional Investor and others. Robles continues to lead in the single family office community with creative thinking on the future of the family office via proprietary research, original writing, masterclasses and workshops, global programming and his regular FOA Podcast. Additionally, Robles personally advises a small number of global families and single family office executives on achieving maximum effectiveness.

In servicing a community historically limited on transformative and creative best practices and beyond thinking, Robles is radically redefining family offices globally by converging effectiveness, resiliency and adaptiveness with leadership, culture and people. 

Robles helps educate, position and provide resources to families, family office executives and those who service the community in being prepared and extraordinary.