Transform Your Family
Find out if you are operating your family office with the precision of a thriving business. Whether you are preparing for the next generation, managing investments, or upholding family values, it is time to measure your preparedness.
Discover the Exclusive Benefits of an Arootah Family Office Membership
Identify Hidden Risks & Protect Your Legacy
Our team of seasoned advisors offers extensive expertise across family office governance, operations, and wealth preservation. We provide tailored support for both single and multi-family offices.
What You’ll Receive When You Schedule an Exploratory Family Office Advisory Call
1. Complimentary 30–Minute Advisor Session
Following your exploratory discussion, you’ll receive a 30-minute Zoom session with an experienced advisor (e.g., CFA, MBA, CPA, CAIA, JD) matched to your specific needs. Advisors bring deep industry knowledge and practical insights tailored to your family office’s challenges.
2. Best Practices Checklist
Gain access to a high-level diagnostic tool designed to identify gaps across the 10 Family Office Principles. This streamlined assessment helps you quickly evaluate your office’s performance in key areas such as governance, risk management, and succession planning.
3. Book: The Family Office Principles ($150 value)
Receive a complimentary copy of Rich Bello’s definitive guide to building and optimizing family offices. The book offers actionable strategies and real-world best practices to protect assets, unify family governance, and sustain multigenerational wealth—delivered after completing your Best Practices Review.
Receive a free copy after completing a Best Practices Review.
Ready for a Best Practices Review?
Do you have any specific questions about the review process? Speak to Nicole Cahill-Yi or Connor McKnight, who leads our Family Office Advisory business. They can walk you through how we do Best Practice Reviews and other consulting.
Nicole Cahill-Yi
SVP – Alternative Investment Advisory
Connor McKnight
VP – Alternative Investment Advisory
What to Expect
1. Your 30-min Initial Intake & Matching
Share some information with Nicole or Connor. On this call, discuss your specific needs and expectations. You won’t be asked to share anything sensitive or uncomfortable.
2. Select Your Advisor
Combining AI with a human touch, we will present you to three or more advisors. You can review advisor profiles, including their specialization and experience.
3. Schedule Your Best Practices Review
Choose one, a few, or all 10 Family Office Principles, finalize a scope, and dive deeply with your advisor at your earliest convenience.
Choose from
500+ Advisors
Including
Family Office Specialists
Advisory Rate
Starting at $300/Hour
Members receive a 20% discount
Book your best practices review hourly, which allows you to concentrate on specific areas of improvement tailored to your family office’s unique needs.
The Family Office Membership
Become a Founding Member and experience transformative growth with the Arootah Family Office Membership – unique for ambitious family offices.
Annual Memberships
Initiation Fee: $1,000 waived for a limited time
Pay either $500/Month or $5,000/Annual
Work with advisors to solve complex challenges unique to family offices and HNWI.
Example: Cybersecurity, Internal Controls, Governance, etc.
Secure your spot and get immediate access to the Family Office Checklist.
Features
- One (1) 60 min 1×1 Advisor Sessions/Month
- 10% Discount for Additional 1×1 60-minute Advisor Sessions
- Gain Access to the Allocator Tool
- Join the new and growing Family Office Member Network
- Exclusive Bi-Monthly Webinars with an Advisor
- Quarterly The Family Office Return Newsletter
- Book: The Family Office Principles
- Annual Members Dinner (NYC/Hamptons)
Every month, we’ll spotlight a principle. Check out the details below.
Principle 1: Mindset & Mission
- Run it Like a Business
- Family as the Client
- ROI Focus
- Craft a Mission Statement
Principle 2: Strong Governance
- Define Clear Roles & Decision-Making
- Use Structured Bodies (Family Councils, Advisory Boards)
- Create Written Policies & Procedures
- Balance Family Input with Professional Oversight
- Plan for Succession Early
Principle 3: Estate Planning
- Integrate Investing & Estate Planning
- Use Trusts Strategically
- Plan for Liquidity
- Leverage Life Insurance
- Balance “Die with Zero” vs. Multi-gen. Legacy
- Educate the Next Generation
Principle 4: Engage, Educate & Empower
- Instill Stewardship, Not Entitlement
- Structure Ongoing Financial Education
- Use Family History & Values
- Encourage Hands-On Learning
- Plan for Elder Care
Principle 5: Financial Oversight
- Build Strong Accounting Backbone
- Maintain Rigorous Cash & Budgeting Controls
- Protect Against Errors & Fraud
- Streamline Property & Vendor Management
- Leverage Technology & Dashboards
Principle 6: High-Performing Teams
- Competitive Compensation
- Strategic Recruitment & Vetting
- Retention Through Culture & Growth
- Professional Management & Governance
- Privacy & Security
Principle 7: Tax Advantages
- Think Holistically
- Choose the Right Structure
- Onshore vs. Offshore
- Align with Estate & Philanthropy
- Stay Vigilant
Principle 8: Regulatory Complexities
- Choose the Right Entity & Jurisdiction
- Stay within Key Exemptions (SEC, etc.)
- Privacy vs. Compliance Balancing Act
- Proactive Documentation & Policies
- In-House vs. External Legal Counsel
Principle 9: Secure the Family Office
- Cyber Threats on the Rise
- Personal Safety & High-Risk Scenarios
- Operational Continuity
- Comprehensive Insurance Coverages
- Proactive Risk Culture
Principle 10: Philanthropy & Impact Investing
- Align Giving with Core Values
- Select the Right Vehicle
- Engage the Next generation
- Measurable Impact & Transparency
- Blend Returns with Purpose
The Family Office Return
- Quarterly newsletter emails
- Receive insights from leaders on the evolving needs of family offices.
- Specifically for the unique challenges and interests of family offices and UHNWIs.
- Advisor spotlights share real-world examples
- Latest perspectives on the 10 Principles of Family Offices
- Valued at $3,000/Annual
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Arootah does not operate in the capacity of an attorney, accountant, financial planner, financial/tax advisor, investment adviser, broker-dealer or other such professional.