About Masterclasses

Effective Family Office Masterclasses are intensive three-day interactive workshops that distill decades worth of industry learning from leading experts. Designed as small group sessions these classes encourage open discussion and ‘hands-on’ interaction.

In addition to founder Angelo J. Robles, guest experts oversee specialized sessions on a variety of the most relevant topics affecting family offices today. Masterclass retreats follow the general format outlined below. Detailed syllabuses and guest expert information will be released to attendees prior to the Masterclass.


Day 1 – Introductions

  • Welcome Reception
  • Group Dinner


Day 2 & 3 – Best Practices & select focused topics which might include:

  • Leadership: Choosing Leaders over Managers
  • Human Resources: Getting the RIGHT People on the Bus
  • Technology: Choosing Technologies that Increase Effectiveness
  • Culture: Establishing the Processes for Success
  • The Mission: Preserving Wealth and Resources Against ALL Risks Across the Generations
  • Assessing Digital Risk
  • The TRUE History and Future of Money
  • Follow the Money, Who Really ‘Controls’ Your Equities
  • Hedging Against Systemic Banking Failures
  • Identifying Countries to Best Diversify Resources  
  • Understanding the Role of Silicon Valley and Blockchain
  • Jurisdiction Fluidity: Keeping Options Open
  • Creative Trends in Family Office Structures
  • Hedging Against Upheaval, AI and Chaos
  • Trillion Dollar Investments of the Future
  • Global Tax Arbitrage for the World’s Wealthiest Families 
  • Portfolio Construction and Diligence 
  • Building the Family Office of the Future 
  • The Virtual Family Office 
  • Outsourcing Effectively 
  • Family Boards, Committees and Councils 

Upcoming Masterclasses

2018 Masterclass schedule will be announced soon!

What Attendees Are Saying

“I thought the participants and the families that they represented were impressive. A great group!”


“[The class] gave an excellent overview. I liked the smaller group – it was more conducive to interaction among the attendees and open exchange of ideas.”


“A great all-around program! Highly recommend.”