Family offices: How the ultra-wealthy manage their money ? Live at Sage Intacct Advantage - a podcast by David Leary & Blake Oliver, CPA

How do the ultra-ultra-ultra-ULTRA-wealthy manage all that money? Some utilize what is known as a family office. We sat down with Angelo Robles, Founder and CEO of Family Office Association, at Sage Intacct Advantage 2019, to talk about what exactly a family office is, what it takes to run one, and how virtual family offices are ushering in the highest-quality outsourcing, and best technologies to streamline family-office management. Angelo also shares some 'Sage' advice for those new to the accounting industry on how to break into this highly 'niche-y' field!

Further episodes of The Accounting Podcast

Further podcasts by David Leary & Blake Oliver, CPA

Website of David Leary & Blake Oliver, CPA