Family Office Association Brings Top Single Family Office Industry Experts Together for Groundbreaking Video Series

GREENWICH, Conn.--()--Family Office Association (FOA), the leading community for successful families and their single family offices, today announced the Successful Families Video Project, a first-of-its-kind digital series featuring conversations with the top multi-disciplinary experts in the single family office industry.

Led by FOA CEO and Founder Angelo Robles, the six-video series addresses some of the biggest challenges facing families of great wealth, including developing a sense of purpose, family litigation, and theories on philanthropy.

“I have personally seen the ‘silo effect’ occur among ultra-high net worth families, where families are continuously struggling with the same problems in their single family offices as their peers,” Robles said. “But a fear of compromised privacy creates a reluctance to openly share knowledge, best practices and solutions. This project breaks down those silos to capture the knowledge and expertise of our community of families, single family offices and global thought leaders in an effort to spark conversations among our members and the SFO community at large.”

In each video Robles engages a panel of four to seven experts in a rich and frank discussion about these critically important issues. Each month a video will be released on FOA’s website starting in June with “Sense of Purpose” a discussion about how a shared purpose can help a successful family survive and thrive through multiple generations. The premiere video will be followed by “Leadership” (July), “Litigation” (August), “Mission/Constitution” (September), “Communication” (November), and “Philanthropy” (December).

Experts featured in the Successful Families Video Series include:

  • Patricia Angus, Angus Advisory Group
  • Pierre duPont, Family Member & Advisor
  • Sharna Goldseker, 21/64
  • Fredda Herz-Brown, Relative Solutions
  • Dennis Jaffe, Wise Counsel Research
  • Randy Kaufman, EMM
  • Roy Kozupsky, Moses & Singer
  • Don Opatrny, The Lovins Group
  • Cindy Puccio, Individual U
  • Myra Salzer, The Wealth Conservatory
  • Larry Stybel, Stybel Peabody & Associates
  • Don Trone, 3Ethos
  • Scott Wakeman, Family Navigation Strategies, LLC
  • Warren Whitaker, Day Pitney

The Successful Families Video Series will be available through FOA’s recently launched Digital Membership and joins FOA’s online library of valuable resources for those unable to attend the association’s exclusive member events and experiences.

(A full-length version of the “Sense of Purpose” video is available to media upon request.)

About Family Office Association

Founded in 2008, Family Office Association (FOA) is a global membership community of successful families and their single family offices (SFOs). We are committed to creating value for each family whom we serve: Value that enhances wealth, strengthens legacy, and unites multiple generations across business, investment, and all of shared interests and passions. FOA has the resources to solve families’ most trying challenges and help achieve collective goals: to invest intelligently, give strategically, and learn exponentially. Find FOA on Facebook, Twitter, YouTube and LinkedIn.

Contacts

Press inquiries:
Family Office Association
Angelo Robles, 203-570-2898
angelo@familyofficeassociation.com

Release Summary

Family Office Association announces its Successful Families Video Project, a new digital series featuring conversations with top multi-disciplinary experts in the single family office space.

Contacts

Press inquiries:
Family Office Association
Angelo Robles, 203-570-2898
angelo@familyofficeassociation.com