Dear Twentysomething
Erica Wenger
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Robbie Shattuck: Founder of ATHOS Wealth (Multi-Family Office)
This week we chat with Robbie Shattuck! Robbie Shattuck is the Founder & CEO of ATHOS Private Wealth, a multi-family office and premier financial services community for innovative venture-backed early-stage founders. ATHOS guides entrepreneurs and venture investors through the multiple stages of building their family offices by advising on estate planning, financial management, and other personal financial needs well before others are willing to work with them. Robbie is an active private investor, managing four hybrid venture funds and investing in dozens of venture funds, companies, real estate projects, web3 businesses, and private credit funds per year. Prior to founding ATHOS, Robbie was an early employee at ICONIQ Capital, an $80 billion+ multi-family office for the tech elite. Robbie managed $2 billion in assets and oversaw more than $20 billion in net worth for over a dozen family offices for some of the most influential minds of our lifetime. In Robbie’s career he has worked with the founders and CEOs of Twitter and Dropbox and helped guide them through some of their largest financial decisions. Before that, Robbie cut his teeth in his investment career at J.P. Morgan Private Bank. He graduated from Brigham Young University in Provo, Utah with a Bachelors Degree in Actuarial Science, and Minors in Business Management and Portuguese. Robbie’s greatest joys in life are spending time with his wife and three daughters and spending time outdoors, away from screens. In this episode, Robbie and Erica talk about Robbie's windy journey from a small town in NorCal to the wild world of managing money for billionaires. Robbie is open about the the mysterious world of family offices and tells us all the details behind why he decided to take the plunge and start his own multi-family office. So refreshing to hear from an investor who doubles as a founder! Enjoy! Follow Us! Robbie Shattuck: LinkedIn ATHOS Wealth website: here Erica Wenger: @erica_wenger Dear Twentysomething: @deartwentysomething
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