Overview: From Angel Investor to Your Own Modern Family Office
Angel investors often manage startup investments, real estate, retirement accounts, and public-market portfolios separately, even though each decision affects the others. This session will introduce a practical modern family-office framework for coordinating private investments, liquidity, taxes, and long-term family goals, while showing how AI can support better organization and decision-making.
Key Topics
- Viewing angel investments, real estate, public markets, and retirement assets as one coordinated portfolio
- Establishing a disciplined liquidity and illiquidity strategy
- Using AI to organize opportunities, improve due diligence, and prepare better investment questions
Key Takeaways
Participants will leave with:
- A simple framework for organizing their financial life like a modern family office
- A clearer method for balancing high-growth private investments with liquidity and diversification
- Practical ways to use AI as a research and organizational assistant without replacing professional judgment
Brief Bio
Roman Ortega Jr. is a Private Wealth Advisor with Corrales & Co., a real estate investor, and the founder of Patriotic Properties & Management and Roman Venture Capital. He serves as a Colonel in the U.S. Army Reserve and is a graduate of the U.S. Army War College, bringing more than two decades of strategic leadership and organizational experience to his advisory practice.
Roman is currently a doctoral student at the University of Illinois Urbana-Champaign, where he is studying Artificial Intelligence and Learning Design. He works with entrepreneurs, executives, military leaders, real estate investors, and families seeking to coordinate investments, retirement planning, tax strategy, business interests, and legacy goals.
He is also a longtime member of Angeles Investors, a Limited Partner in the Angeles Venture Fund, and has enjoyed participating in startup investment opportunities through the organization.