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 multifamily 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
*Indicates required fields

I need more information from Arootah before booking.
Arootah does not operate in the capacity of an attorney, accountant, financial planner, financial/tax advisor, investment adviser, broker-dealer or other such professional.
Arootah Membership Terms and Conditions
(Please read the Terms and Conditions in their entirety before agreeing at the bottom.)
By enrolling in any Arootah Membership offering, you agree to be bound by these Terms and Conditions.
Effective Date: May 15, 2025
This Membership Agreement (“Agreement”) is entered into by and between Arootah, LLC (“Arootah”), with offices at 1325 Avenue of the Americas, 28th Floor, New York, NY 10019, and the individual or entity (“Member”) that accepts these Terms by enrolling in any Arootah Membership offering.
1. Scope of Services
Arootah shall make available one or more individuals (each an “Advisor” or “Coach”) to provide advisory, coaching, wellness, and/or technology-related services based on the selected Membership tier. Services may include business plan support, recruiting strategy, leadership and executive coaching, wellness coaching, technology-based accountability tools, and content-driven programs.
Membership plans, tiers, features, and pricing are provided separately at the time of enrollment. Arootah reserves the right to modify or update the services included in each Membership tier upon thirty (30) days’ written notice to the Member.
All communications, scheduling, and payments will be conducted through Arootah’s designated platform, unless otherwise mutually agreed.
2. Term and Renewal
Membership shall automatically renew based on the subscription frequency selected at enrollment (e.g., monthly or annual), unless either party provides written notice of non-renewal at least thirty (30) days prior to the renewal date. Arootah reserves the right to change pricing upon renewal with at least thirty (30) days’ advance written notice to the Member.
3. Fees and Payment Terms
The Member shall pay the Subscription Fees in accordance with the applicable Membership tier as selected by the Member at the time of enrollment. Subscription Fees are due either monthly or annually (subscriber selected) in advance, non-refundable, non-cancelable, and irrevocable for the then-current period.
Member acknowledges and agrees to recurring billing unless Membership is canceled in accordance with this Agreement. Member shall not offset any amounts due to Arootah without prior written consent.
4. Acceptable Use
Member shall use the Services only for lawful purposes and in accordance with this Agreement. Member agrees not to:
- Transmit unauthorized, harmful, or offensive content;
- Interfere with the software or network operations;
- Harvest or collect information without consent;
- Share access credentials with unauthorized users;
- Attempt to gain unauthorized access to systems or data.
Arootah may suspend or terminate Member’s access for any breach of these conditions.
In the event of a material violation of this section, Arootah reserves the right to pursue injunctive relief or other legal remedies, including damages and recovery of reasonable legal fees.
Member acknowledges that misuse of the Services may result in irreparable harm to Arootah.
5. Confidentiality
Member agrees not to disclose, reproduce, or share any non-public materials, resources, methodologies, or internal communications made available through their Arootah Membership (“Confidential Information”) to any third party without Arootah’s prior written consent.
Confidential Information includes, but is not limited to:
- Member-only content, templates, and coaching materials
- Access to proprietary tools and platforms
- Internal strategies or frameworks shared in events, group sessions, or apps
This obligation applies during the term of the Membership and for one (1) year following its termination.
Member further agrees not to use Confidential Information for any commercial, consulting, teaching, or competitive purpose.
6. Termination
Arootah may terminate or suspend Membership at any time for:
- Non-payment;
- Misrepresentation;
- Breach of this Agreement or other policies;
- Misconduct toward Arootah personnel;
- Legal or regulatory risks.
Member may terminate Membership by written notice at least thirty (30) days prior to the next billing date. Upon termination, Member remains responsible for all unpaid amounts accrued up to the termination date. No refunds or prorated credits shall be issued for unused time, partially delivered services, or early termination unless otherwise required by applicable law or specifically agreed to in writing by Arootah.
7. Intellectual Property
All Arootah software, apps, content, and documentation (“Materials”) remain the exclusive property of Arootah or its licensors. Member receives a limited, non-transferable license to use such Materials for the duration of Membership for internal purposes only. Member may not copy, reverse-engineer, sublicense, or use the Materials outside the scope of this Agreement. Member is expressly prohibited from using any Arootah content, materials, tools, or software for any commercial, consulting, teaching, or competitive purpose, including training third parties or building derivative works based on Arootah intellectual property.
8. Disclaimer of Professional Advice
Member acknowledges and agrees that: (i) Arootah does not promise any specific outcomes, including but not limited to increased clientele, profitability, investment success, or business growth; (ii) neither Arootah nor any of its Advisors or Coaches provides, or shall be construed to provide, legal, tax, accounting, financial, investment, medical, or psychological advice; (iii) the provision of Services does not create a professional or fiduciary relationship of any kind between Arootah and the Member or any third party; (iv) Member is solely responsible for all decisions and actions made before, during, and after engaging with Arootah’s Services; and (v) Arootah is not liable for any action or inaction taken by the Member or its personnel based on the Services.
Member further acknowledges that Arootah and its Advisors will not (and Member shall not request or cause them to) engage in any activity that would require registration as a broker-dealer, investment adviser, or other licensed financial professional. If the Services involve advice on business development best practices, Arootah shall not provide direct assistance with fundraising or receive any transaction-based compensation.
Any coaching, wellness, or advisory guidance is provided for educational and informational purposes only. Member should consult appropriate licensed professionals as needed. In the event of a physical or mental health emergency, Member should contact a qualified healthcare provider.
Arootah disclaims all representations and warranties regarding the accuracy, completeness, or applicability of any advice or outcome derived from the Services.
9. Non-Solicitation
During the term of the Membership and for twelve (12) months following its termination, Member agrees not to directly solicit or engage any Arootah advisor, coach, or contractor who has directly provided services to them under this Membership, unless otherwise agreed in writing by Arootah.
This restriction does not apply to hiring through public job postings, third-party recruiters unaffiliated with Arootah, or preexisting professional relationships. Arootah reserves the right to seek appropriate remedies if this provision is knowingly violated.
10. Limitation of Liability
To the fullest extent permitted by law, Arootah will not be responsible for any indirect, incidental, special, or consequential damages arising from your use of the Membership services—including lost profits, business opportunities, data, or goodwill.
If Arootah is found liable for any claim related to your Membership, its total cumulative liability will not exceed the equivalent of two (2) months of Membership fees based on the rate selected at the time of enrollment (e.g., 2/12 of the annual fee, or two monthly payments).
These limitations reflect the nature and scope of the Membership offering and are a condition of your participation.
11. Indemnification
Member hereby agrees to indemnify, defend, and hold harmless Arootah and its advisors, employees, contractors, members, owners, successors, assigns, and personal and professional representatives from and against any and all claims, liabilities, damages, actions, causes of action, suits, threats, demands, settlements, and all related costs and expenses, including but not limited to reasonable attorneys’ fees and disbursements, that Arootah may incur and which arise out of or relate to (i) Member’s breach or violation of any term, condition, representation, or warranty of this Agreement; (ii) Member’s misuse of the Services; (iii) Member’s negligent or willful acts or omissions; or (iv) any violation of applicable laws or the rights of a third party. This indemnity shall survive termination of the Agreement.
12. Arbitration and Governing Law
This Agreement is governed by the laws of the State of New York. If a dispute arises that cannot be resolved informally, both parties agree to resolve the matter through confidential mediation or arbitration in New York County using a mutually agreed-upon provider (e.g., JAMS).
Either party may still seek temporary court orders to protect confidential information or intellectual property, and claims under $2,500 may be brought in small claims court.
The prevailing party in any formal proceeding will be entitled to recover reasonable legal fees
13. Miscellaneous
This Agreement, including any exhibits and incorporated policies, constitutes the entire understanding between the parties. It supersedes all prior agreements. Any amendment must be in writing signed by both parties. Member may not assign this Agreement without Arootah’s prior written consent. If any part is found invalid, the remainder shall continue in force.
The following provisions shall survive termination of this Agreement: Sections 5 (Confidentiality), 6 (Termination), 7 (Intellectual Property), 8 (Disclaimer of Professional Advice), 9 (Non-Solicitation), 10 (Limitation of Liability), 11 (Indemnification), and 12 (Arbitration and Governing Law).
Arootah LLC
1325 Avenue of the Americas, 28th Floor
New York, NY 10019
Email: support@arootah.com
Arootah Membership Terms and Conditions
(Please read the Terms and Conditions in their entirety before agreeing at the bottom.)
By enrolling in any Arootah Membership offering, you agree to be bound by these Terms and Conditions.
Effective Date: May 15, 2025
This Membership Agreement (“Agreement”) is entered into by and between Arootah, LLC (“Arootah”), with offices at 1325 Avenue of the Americas, 28th Floor, New York, NY 10019, and the individual or entity (“Member”) that accepts these Terms by enrolling in any Arootah Membership offering.
1. Scope of Services
Arootah shall make available one or more individuals (each an “Advisor” or “Coach”) to provide advisory, coaching, wellness, and/or technology-related services based on the selected Membership tier. Services may include business plan support, recruiting strategy, leadership and executive coaching, wellness coaching, technology-based accountability tools, and content-driven programs.
Membership plans, tiers, features, and pricing are provided separately at the time of enrollment. Arootah reserves the right to modify or update the services included in each Membership tier upon thirty (30) days’ written notice to the Member.
All communications, scheduling, and payments will be conducted through Arootah’s designated platform, unless otherwise mutually agreed.
2. Term and Renewal
Membership shall automatically renew based on the subscription frequency selected at enrollment (e.g., monthly or annual), unless either party provides written notice of non-renewal at least thirty (30) days prior to the renewal date. Arootah reserves the right to change pricing upon renewal with at least thirty (30) days’ advance written notice to the Member.
3. Fees and Payment Terms
The Member shall pay the Subscription Fees in accordance with the applicable Membership tier as selected by the Member at the time of enrollment. Subscription Fees are due either monthly or annually (subscriber selected) in advance, non-refundable, non-cancelable, and irrevocable for the then-current period.
Member acknowledges and agrees to recurring billing unless Membership is canceled in accordance with this Agreement. Member shall not offset any amounts due to Arootah without prior written consent.
4. Acceptable Use
Member shall use the Services only for lawful purposes and in accordance with this Agreement. Member agrees not to:
- Transmit unauthorized, harmful, or offensive content;
- Interfere with the software or network operations;
- Harvest or collect information without consent;
- Share access credentials with unauthorized users;
- Attempt to gain unauthorized access to systems or data.
Arootah may suspend or terminate Member’s access for any breach of these conditions.
In the event of a material violation of this section, Arootah reserves the right to pursue injunctive relief or other legal remedies, including damages and recovery of reasonable legal fees.
Member acknowledges that misuse of the Services may result in irreparable harm to Arootah.
5. Confidentiality
Member agrees not to disclose, reproduce, or share any non-public materials, resources, methodologies, or internal communications made available through their Arootah Membership (“Confidential Information”) to any third party without Arootah’s prior written consent.
Confidential Information includes, but is not limited to:
- Member-only content, templates, and coaching materials
- Access to proprietary tools and platforms
- Internal strategies or frameworks shared in events, group sessions, or apps
This obligation applies during the term of the Membership and for one (1) year following its termination.
Member further agrees not to use Confidential Information for any commercial, consulting, teaching, or competitive purpose.
6. Termination
Arootah may terminate or suspend Membership at any time for:
- Non-payment;
- Misrepresentation;
- Breach of this Agreement or other policies;
- Misconduct toward Arootah personnel;
- Legal or regulatory risks.
Member may terminate Membership by written notice at least thirty (30) days prior to the next billing date. Upon termination, Member remains responsible for all unpaid amounts accrued up to the termination date. No refunds or prorated credits shall be issued for unused time, partially delivered services, or early termination unless otherwise required by applicable law or specifically agreed to in writing by Arootah.
7. Intellectual Property
All Arootah software, apps, content, and documentation (“Materials”) remain the exclusive property of Arootah or its licensors. Member receives a limited, non-transferable license to use such Materials for the duration of Membership for internal purposes only. Member may not copy, reverse-engineer, sublicense, or use the Materials outside the scope of this Agreement. Member is expressly prohibited from using any Arootah content, materials, tools, or software for any commercial, consulting, teaching, or competitive purpose, including training third parties or building derivative works based on Arootah intellectual property.
8. Disclaimer of Professional Advice
Member acknowledges and agrees that: (i) Arootah does not promise any specific outcomes, including but not limited to increased clientele, profitability, investment success, or business growth; (ii) neither Arootah nor any of its Advisors or Coaches provides, or shall be construed to provide, legal, tax, accounting, financial, investment, medical, or psychological advice; (iii) the provision of Services does not create a professional or fiduciary relationship of any kind between Arootah and the Member or any third party; (iv) Member is solely responsible for all decisions and actions made before, during, and after engaging with Arootah’s Services; and (v) Arootah is not liable for any action or inaction taken by the Member or its personnel based on the Services.
Member further acknowledges that Arootah and its Advisors will not (and Member shall not request or cause them to) engage in any activity that would require registration as a broker-dealer, investment adviser, or other licensed financial professional. If the Services involve advice on business development best practices, Arootah shall not provide direct assistance with fundraising or receive any transaction-based compensation.
Any coaching, wellness, or advisory guidance is provided for educational and informational purposes only. Member should consult appropriate licensed professionals as needed. In the event of a physical or mental health emergency, Member should contact a qualified healthcare provider.
Arootah disclaims all representations and warranties regarding the accuracy, completeness, or applicability of any advice or outcome derived from the Services.
9. Non-Solicitation
During the term of the Membership and for twelve (12) months following its termination, Member agrees not to directly solicit or engage any Arootah advisor, coach, or contractor who has directly provided services to them under this Membership, unless otherwise agreed in writing by Arootah.
This restriction does not apply to hiring through public job postings, third-party recruiters unaffiliated with Arootah, or preexisting professional relationships. Arootah reserves the right to seek appropriate remedies if this provision is knowingly violated.
10. Limitation of Liability
To the fullest extent permitted by law, Arootah will not be responsible for any indirect, incidental, special, or consequential damages arising from your use of the Membership services—including lost profits, business opportunities, data, or goodwill.
If Arootah is found liable for any claim related to your Membership, its total cumulative liability will not exceed the equivalent of two (2) months of Membership fees based on the rate selected at the time of enrollment (e.g., 2/12 of the annual fee, or two monthly payments).
These limitations reflect the nature and scope of the Membership offering and are a condition of your participation.
11. Indemnification
Member hereby agrees to indemnify, defend, and hold harmless Arootah and its advisors, employees, contractors, members, owners, successors, assigns, and personal and professional representatives from and against any and all claims, liabilities, damages, actions, causes of action, suits, threats, demands, settlements, and all related costs and expenses, including but not limited to reasonable attorneys’ fees and disbursements, that Arootah may incur and which arise out of or relate to (i) Member’s breach or violation of any term, condition, representation, or warranty of this Agreement; (ii) Member’s misuse of the Services; (iii) Member’s negligent or willful acts or omissions; or (iv) any violation of applicable laws or the rights of a third party. This indemnity shall survive termination of the Agreement.
12. Arbitration and Governing Law
This Agreement is governed by the laws of the State of New York. If a dispute arises that cannot be resolved informally, both parties agree to resolve the matter through confidential mediation or arbitration in New York County using a mutually agreed-upon provider (e.g., JAMS).
Either party may still seek temporary court orders to protect confidential information or intellectual property, and claims under $2,500 may be brought in small claims court.
The prevailing party in any formal proceeding will be entitled to recover reasonable legal fees
13. Miscellaneous
This Agreement, including any exhibits and incorporated policies, constitutes the entire understanding between the parties. It supersedes all prior agreements. Any amendment must be in writing signed by both parties. Member may not assign this Agreement without Arootah’s prior written consent. If any part is found invalid, the remainder shall continue in force.
The following provisions shall survive termination of this Agreement: Sections 5 (Confidentiality), 6 (Termination), 7 (Intellectual Property), 8 (Disclaimer of Professional Advice), 9 (Non-Solicitation), 10 (Limitation of Liability), 11 (Indemnification), and 12 (Arbitration and Governing Law).
Arootah LLC
1325 Avenue of the Americas, 28th Floor
New York, NY 10019
Email: support@arootah.com