Plan Your Family’s Future
Arootah Family Office Advisory supports single and multifamily offices, wealthy families, and their advisors to overcome their biggest challenges, such as wealth preservation and legacy planning.
Book a free 30-minute strategy session
HELPING YOU SCALE UP IN THE FOLLOWING AREAS:
- BEST PRACTICES REVIEWS
- INVESTMENT DUE DILIGENCE
- ESTATE PLANNING
- TAXES
- GOAL PLANNING WORKSHOP
- FINANCIAL & WEALTH MANAGEMENT
- TALENT & VENDOR MANAGEMENT
- RISK MANAGEMENT
- AND MORE!
Helping Families Make the Most of Their Valuable Assets
Our advisors provide comprehensive best practices reviews, custom policies, and procedures. Tap into our team of over 800 advisors, coaches, employees, and consultants in accounting, tax, tech, operations, legal, risk management, trading, administration, HR, and treasury.
We guide families and family offices in making the best use of their three most valuable assets:
Time
Money
Family
Who We Serve
Single Family Offices
Multifamily Offices
Ultra-High Net Worth Families
Single Family Offices
Multifamily Offices
Ultra-High Net Worth Families
Our Focus on Family Offices
Functional Areas
Estate Planning
Enable efficient transfer of wealth with estate planning. Our approach supports preserving maximum wealth for beneficiaries, offering flexibility for individuals during life transitions.
Taxes
Ensure accurate tax preparation whether in-house or outsourced. Our advisors are updated on current tax codes and improve the accuracy of financial records, crucial for clients and regulatory agencies.
Financial & Wealth Management
Offer a personal financial team to streamline your clients’ accounts, spending, and investments. Our advisory services support comprehensive management of all your client’s financial affairs.
Talent & Vendor
Implement structured policies for talent and vendor management. We can facilitate workforce planning, recruitment, retention, employee engagement, training, and more.
Lifestyle
Enrich your clients’ lives with unique experiences, wellness, and personal support. Our service supports family office clients savour the luxury of time.
Risk Management
Address the ongoing risks posed to high-net-worth individuals and their properties, from cyber threats to physical dangers.
Technology
Secure your data with robust plans and protocols, that address system outages and ensure data accessibility.
Medical Planning
Get support crafting healthcare plans for different family generations, from mental health to long-term care to prevention programs.
Liability Management
Manage changing family dynamics with ongoing evaluation of liability exposures and insurance and legal coverage.
Philanthropy
Handle your clients’ charitable giving, including separate entities like private foundations or trusts. We can assist in setting strategic goals, educating family members, implementing philanthropic strategies, and measuring impact.
When Is the Right Time to Organize a Family Office?
Sooner than you think. Be proactive and get ahead of protecting your family.
Led by Rich Bello, co-founder and COO of Blue Ridge Capital, who has built and continues to manage family offices for Portfolio Managers and Analysts for over 25 years.
He is ready to replicate this success for other high-net-worth individuals. Our team of over 200 experienced advisors have a deep understanding of family challenges, enabling us to offer custom solutions for people who are both new to organizing their family office or want to advance it to new heights.
Best Practices
Our advisors focus on best practices advisory, imparting the tools, policies, and procedures you need to proactively build a firm so stable that the only surprises you experience emerge from markets.
Discover our team of experts in fields, such as accounting, tax, tech, operations, legal, risk management, trading, administration, HR, and treasury.
Ready to Connect with an Advisor?
Book a free strategy call to determine the advisory services best suited for your needs.
Frequently Asked Questions
My Family Office doesn’t have any clients. What is there to do?
Thinking a family office doesn’t have clients is a fallacy. You and your family are your most important clients. The care and attention you offer to clients should be offered to yourself. Make sure you and your family have the care and attention to preserve wealth and expand to new opportunities.
Who are your clients, and what do you do for them?
Our clients are hedge funds, family offices, wealth management firms, asset management firms, private equity firms, and other financial institutions, as well as individual families. Our advisors carefully assess how they currently operate across all functional areas and identify where gaps exist.
What kind of “success” do you help clients achieve?
We go far beyond business success. Depending on where you want to improve, our team supports businesses and individuals to accomplish their most ambitious goals, including:
- Expanding operations
- Maximizing returns
- Leveraging resources
- Refocusing talents
- Pursuing exciting opportunities
- Raising more capital
- Exploring new ventures
How does Arootah Business Advisory improve the corporate environment?
There are measurable impacts of business consulting, such as improved efficiencies, fewer mistakes, reduction of costly errors, and increased revenues. Research has shown businesses that leverage the involvement of subject-matter experts in various functional areas see improved productivity.
Will I receive a business strategy?
Yes…Arootah advisors are eager to provide you with a strategy that works! They’re committed to helping you optimize your business plan, find the best tactics, and support you during implementation. Business consulting services are perfect for those looking to grow a business or better market their products.
Where does Arootah Business Advisory take place?
We’re 100% online so we can easily connect with you whenever it’s most convenient for you. The program is safe, secure, and confidential. Our clients and consultants are working hard to make incredible things happen. Protecting your trade secrets, intellectual property, and personal information is a top priority.
Success Stories
I’m amazed by what I was able to accomplish in one night! I enjoyed both the philosophy behind the topics as well as the practical breakout room workshops proctored by his coaches.
Maria D
Chief Operating Officer
Hedge and Private Equity Fund
Fabulous session! I enjoyed it and got a lot out of it. Super hard thing to do in 2.5 hours, but wow, did you transfer a lot of information.
H. Smith
Family Office Director
Setting goals and creating plans to achieve them with Rich really inspired me to take advantage of more opportunities than I had realized.
Peter B
Portfolio Manager
Hedge Fund
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