Robert T. Blair
Single-Family Office Executive & Investment Management Leader
A proven builder of governance structures, succession plans, and legacy
wealth strategies for single-family offices. Currently pursuing executive
leadership roles with family offices, select advisory engagements, and
personal family office investing in real estate, private equity, and venture
capital.
What I Do
Provides single-family offices with advisory services focused on family office structure, governance, succession planning, external advisor management, and portfolio strategy.
Open to full-time executive leadership roles with family offices.
Directs personal family office investments across real estate, private equity, and venture capital. Provides select investment sourcing and execution support to other families on a limited basis. Read More
Years leading & advising
single-family offices
AUM overseen as investment committee member
Direct private equity IRR at
KCB Management
Senior executives & board members recruited
Background
Robert T. Blair is a strategic executive leader who builds, scales, and governs sophisticated
single-family offices. He has extensive experience developing operational infrastructure,
formalizing governance frameworks, and navigating complex family dynamics to create
sustainable, multi-generational platforms. He is recognized for his ability to align family values
with long-term wealth preservation, investment management, succession planning, and
organizational effectiveness.
He currently serves as Senior Advisor at Inflection Point Advisory Group and the Holdsworth
Group, a single-family office, providing single-family offices with advisory services focused on
family office structure, governance, succession planning, external advisor management, and
portfolio strategy. He also leads Angeles Crest Capital, directing his own family office
investments in real estate, private equity, and venture capital, and providing select investment
support to other families.
Previously, as Managing Director at KCB Management, Robert partnered with family leadership to formalize and scale a professionally managed single-family office. He established governance
structures, directed operations, built wealth strategies, and recruited and mentored more than
25 senior executives and board members.
Leadership Experience
office level, including CFO.
and hiring all senior executives. Sourced and recruited more
than 25 senior executives and outside board members. Represented family leadership
at industry events and
conferences.
direct approval authority over
all family and fund investments across a $1.5B AUM platform. Directed the full investment lifecycle from origination
through exit, delivering a 33.9%
private equity IRR and a 22%
cash-on-cash return in real
estate.
administration, tax planning
and compliance, and risk
management for a single-family
office. Built governance,
staffing, and reporting
infrastructure from the ground
up. Former CPA with an audit
and financial controls
background from Arthur
Andersen.
Experience
Areas of Expertise
Education & Credentials
University of Virginia, Darden School of Business — Faculty Award for Academic Excellence
University of Delaware — Magna Cum
Laude, Distinguished Senior in Accounting
Inactive