Family Office Advisory
Maximize the potential of your family office with expert guidance tailored to the unique needs of high-net-worth families and their advisors.
Book a free 30-minute strategy session
Take Your Family to New Heights with 200+ Advisors across 18 Different Functional Areas
Gain peace of mind knowing that your assets and future generations are well-cared for. Navigate challenging family dynamics and benefit from an objective third party. Families can easily overlook important areas like cybersecurity, estate planning, and expense management. Make the most out of philanthropy, business ventures, and wealth preservation.
Arootah Family Office Advisory supports the unsung heroes who drive the engine of a family office. We guide families and family offices in making the best use of their three most valuable assets: time, money, and family.
Time
Money
Family
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.
“In my years of facing off and working with many talented PMs and COOs [at Morgan Stanley], I would hold Rich Bello out as among the most effective in the business. Ultimately Blue Ridge Capital was one of our favorite and most successful clients. I would credit Rich’s genuine, empathetic, and balanced approach to working with others as a key to his success. He built an enduring trust in a business where trust can be fleeting. … Arootah can find a way to raise your game.”
ED Keller
Managing Director and the Global Head of Prime Brokerage
Morgan Stanley
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.
Who We Serve
Single Family Offices
Multi-Family Offices
Ultra-High Net Worth Families
Single Family Offices
Multi-Family Offices
Ultra-High Net Worth Families
Ready to Connect with an Advisor?
Book a free strategy call to determine the advisory services best suited for your needs.
Selecting and performing due diligence on fund managers can be daunting. Should you prioritize their previous performance or their grit?
Use our Decision Matrix App as a vetting process for allocators to analyze managers, ensuring that investments continue to perform. The app enables you to gain accountability and oversight for your decisions.
Improve your decision-making skills and judgment by mitigating cognitive biases like herd mentality. Discover those hidden gems and the next best managers.
- Include our top 10 criteria allocators need to recommend investment fund managers
- Customize the criteria to make decisions satisfying your firm’s specific needs
- Sort a roster of the top 10 managers
- Comparing managers against each other
Never again operate unwittingly, and start making informed decisions about future allocations.
Arootah Business Advisory
Under the direction of Rich Bello, co-founder and COO of Blue Ridge Capital, Arootah Business Consulting advisors draw on the expertise of some of the world’s most prestigious firms, such as Tiger Management, D.E. Shaw, Maverick, Pequot, and Andor.
Our advisors focus on best practices consulting, imparting the tools, policies, and procedures you need to proactively build a firm so stable that the only surprises you experience emerge from markets.
We offer services on an ad-hoc or project basis or for longer-term engagements.
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.
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- Markets
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- And more!