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Tag: single family office

A Mathematical Approach to Designing Your Equity Portfolio With Only 15 Positions!
07May

A Mathematical Approach to Designing Your Equity Portfolio With Only 15 Positions!

by Angelo J in Podcast | 0 Comment
In this episode of the Effective Family Office Podcast, host Angelo Robles speaks with Maneesh Shanbhag, Founder, and  CIO of Greenline Partners. Maneesh is responsible for research and the management...
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David Sinclair, Ph.D., on Longevity, COVID-19, and Biotech
05May

David Sinclair, Ph.D., on Longevity, COVID-19, and Biotech

by Angelo J in Podcast | 0 Comment
In this episode of the Effective Family Office Podcast, host Angelo Robles speaks with David A. Sinclair, Ph.D., A.O. David is a Professor in the Department of Genetics and co-Director...
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Anthony Scaramucci on Politics, the Economy and Investing
02May

Anthony Scaramucci on Politics, the Economy and Investing

by Angelo J in Podcast | 0 Comment
In this episode of the Effective Family Office Podcast, host Angelo Robles speaks with Anthony Scaramucci Managing Partner, Skybridge Capital, Founder, SALT, Served as White House Communications Director. He delves...
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The CARES Act and Variety of Family Office Planning Strategies
30Apr

The CARES Act and Variety of Family Office Planning Strategies

by Angelo J in Podcast | 0 Comment
In this episode of the Effective Family Office Podcast, host Angelo Robles speaks with Dan Morris, Founder Partner of Morris + D'Angelo. They review the CARES Act and a variety...
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Advanced Global Family Office Tax, Structuring, and Estate Asset Protection Strategies
28Apr

Advanced Global Family Office Tax, Structuring, and Estate Asset Protection Strategies

by Angelo J in Podcast | 0 Comment
In this episode of the Effective Family Office Podcast, host Angelo Robles speaks with Thomas J. Handler, J.D., P.C., Partner, Handler Thayer, LLP. Together, they delve into advanced global family...
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Managing Family Office Compensation and Recruiting Challenges During the Crisis
25Apr

Managing Family Office Compensation and Recruiting Challenges During the Crisis

by Angelo J in Podcast | 0 Comment
In this episode of the Effective Family Office Podcast, host Angelo Robles speaks with Trish and Ron Botoff of Botoff Consulting, along with Linda Mack of Mack International. Together, they...
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Working in a Single Family Office
23Apr

Working in a Single Family Office

by Angelo J in Podcast | 0 Comment
In this episode of the Effective Family Office Podcast, host Angelo Robles speaks with Mark Somers, Founder, and Director, Somers Partnership. Mark founded the Somers Partnership in 2005, a retained...
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Adam Robinson on Financial Markets and Black Swan Events
21Apr

Adam Robinson on Financial Markets and Black Swan Events

by Angelo J in Podcast | 0 Comment
In this episode of the Effective Family Office Podcast, host Angelo Robles speaks with Adam Robinson, an American educator, freelance author, and a US Chess Federation life master. He is...
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Thriving in Crisis: Adapt Now to be the Family Office of the Future
18Apr

Thriving in Crisis: Adapt Now to be the Family Office of the Future

by Angelo J in Podcast | 0 Comment
In this episode of the Effective Family Office Podcast, host Angelo Robles shares his thoughts on how a single-family office can adapt and thrive when challenging times hit. He also...
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Predictions on the Economy in a COVID-19 World
16Apr

Predictions on the Economy in a COVID-19 World

by Angelo J in Podcast | 0 Comment
In this episode of the Effective Family Office Podcast, host Angelo Robles speaks with Tal Schwartz, Ph.D., Founder and CIO of Actualize Capital. Dr. Schwartz discusses the impact that COVID-19...
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