Family Office Advisory
Time, Legacy, Family
Arootah Family Office Advisory delivers expert guidance to single and multi-family offices, wealthy families, and their advisors through our network of 700+ seasoned specialists. We span essential and niche areas of expertise to help you make informed decisions and protect what matters most.
The Challenge
Many family offices are not run like sophisticated operations.
Your family is your most important client – yet without proper structure and professional management, you risk wasting resources, missing opportunities, and leaving your legacy vulnerable.
Stop feeling:
- Overwhelmed by complexity
- Frustrated by inefficiencies
- Confused about best practices
- Unprepared for generational transitions
Your Path Forward
Rich Bello brings 25 years of experience designing, building, and running prominent family offices. He built his own family office and multiple family offices for portfolio managers and leaders in the alternative investment industry. Rich has curated a team of family office advisors who deliver due diligence, best practice reviews, custom policies, and procedures tailored to your unique situation.
Why Arootah?
We understand that establishing a relationship with advisors is a significant decision. That’s why we emphasize transparency, expertise, and proven results.
The cost of not professionalizing your family office far exceeds the investment in getting it right. Working with Arootah means accessing world-class expertise without the overhead of building it all internally.
What Sets Us Apart
Complete Transparency
You may not need full-time personnel
We assess what you actually need, when you need it
Scalable Expertise
Access our network of 700+ advisors
Spanning accounting, technology, operations, risk management & more
Custom Solutions
Every family office is unique
Tailored policies, procedures & best practice reviews designed for your family
Comprehensive Solutions
Our approach is built on transparency, customization, and proven methodologies refined over decades of working with ultra-high-net-worth families.
Investment Due Diligence
Rigorous analysis and oversight of investment opportunities to protect and grow family wealth
Operational Due Diligence
Analyze the organization behind the manager to judge their ability to scale and repeat operations
Governance Design
Proactive identification and empowerment of key members across all family office operations
Talent Management
Attract sophisticated talent so your family office can take on new opportunities
Vendor Management
Identify, recruit, and manage top-tier service providers and outsourcing resources
Philanthropy
Comprehensive strategies for impact, growth, and tax-efficient structures
Proven Results
“You got great reviews from the families when you spoke last time!”
— Mary Sands, 1640 Family Office Wealth Forum
The Time to Professionalize Is Now
Every day with improper structure and governance gaps puts your legacy at risk. Generational transitions don’t wait. Market opportunities don’t pause. Your family’s financial security and harmony depend on getting it right.
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.