Best Practices Review
from Family Office Advisors
Reinforce your family office with the strategy of a business. In this exclusive webinar, discover the 10 key areas: operational inefficiencies, governance vagueness, compliance gaps, overlooked risks, and more.
Join us to explore how a Best Practices Review can elevate the performance and resilience of your family office.
Receive a family office assessment after your follow-up consultation.
Register Here
LOCATION: ZOOM
Discover the essential best practices that drive family offices.
Whether you’re building a new office or refining a legacy one, this webinar will guide you to uncover blind spots, benchmark against industry standards, and identify opportunities for long-term sustainability.
Transform Your Family Office
- Mindset & Mission
- Strong Governance
- Estate Planning
- Engage, Educate & Empower
- Financial Oversight
- High-Performing Teams
- Tax Advantages
- Regulatory Complexities
- Secure the Family Office
- Philanthropy & Impact Investing
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Transform Your Family Office
- Mindset & Mission
- Strong Governance
- Estate Planning
- Engage, Educate & Empower
- Financial Oversight
- High-Performing Teams
- Tax Advantages
- Regulatory Complexities
- Secure the Family Office
- Philanthropy & Impact Investing
Hosted by Rich Bello
Co-Founder & COO, Blue Ridge Capital CEO, Arootah
Rich Bello is a highly successful leader of executives in the alternative investment industry. Rich co-founded and serves as the COO of Blue Ridge Capital, an industry-leading hedge fund that grew to more than $10 billion in AUM. Additionally, starting and maintaining the Fund-of-Fund Blue Ridge Partners. He is a sought-after coach, advisor, and speaker, empowering leaders to reach their full potential. Rich is also the CEO of Arootah, an executive coaching and business advisory firm that leverages technology to provide clarity, strategy, and accountability.
The Panel of Family Office Advisors
Jay Rogers
Chief Investment Officer Advisor and fiduciary to UHNW Families and Institutions
Jay L. Rogers is a distinguished leader in wealth management, family office operations, and alternative investments. He is the founder of Alpha Strategies Investment Consulting, where he provides fiduciary advice on private equity, hedge funds, and co-investments. Jay has held leadership roles across investment management, private equity, and advisory services, working closely with ultra-high-net-worth families to navigate complex investment and governance challenges.
Lara Holmes
Family Office Executive Former Chief of Staff for Kanye West, Martin Scorsese, and UHNWI
Lara Holmes is a seasoned operations and administration executive specializing in family office management. With over 15 years of experience supporting UHNW families, she has overseen complex estate operations, staff and vendor management, global travel logistics, and large-scale event planning. Lara is known for designing and implementing systems that elevate service, foster cohesion, and reflect the highest standards of discretion and care. Her cross-industry background—from finance and media to luxury fashion—brings a unique, strategic approach to supporting principals and their households.
Carl Brinton
Chief Executive Officer Advisor to Fortune 100 CEOs, Heads of State, and Investors
Carl Brinton is a trusted advisor and investing executive known for leading strategic pivots, complex transactions, and high-performing teams across private and public markets. He has managed global investment portfolios exceeding $50 billion and led platform strategies that have raised more than $60 billion in capital. Carl previously served as a Partner at EQT, where he helped build sector-focused investment teams across healthcare, infrastructure, and tech. He has advised Fortune 100 CEOs, heads of state, and mission-driven investors on aligning capital with long-term value creation. Today, Carl is a Senior Advisor to the U.S. Department of Commerce and a World Economic Forum Fellow, focused on sustainable growth and digital infrastructure. His cross-sector experience makes him a sought-after partner to family offices seeking strategic, impact-aligned investment opportunities.
Portia Amato
US Practice Lead, Ocorian Regulatory and Compliances
Portia brings over 25 years’ experience working in US regulatory and compliance – from leading in-house compliance at investment and asset management firms to compliance consultancy roles.Portia joins us from regulatory compliance consulting firm IQEQ where she was Managing Director, Regulatory and Compliance, based in New York.Portia’s career began in-house at various investment management firms where she has supported and built compliance programs, participated in regulatory exams and managed various new regulatory filing and policy requirements throughout the years, before she moved into consulting roles. During her time consulting, she has led registration and compliance program buildouts as well as provided SEC exam support of hundred of clients. Portia has managed and trained teams of professionals and is currently tasked at Ocorian with building out the US Regulatory and Compliance Consulting Service business line.
Dr. Chris Pierson
CEO, BlackCloak
Dr. Chris Pierson is the Founder & CEO of BlackCloak, the pioneer in Digital Executive Protection for corporate executives, board members, and high-net-worth individuals and their families. Chris has been on the front lines of cybersecurity and privacy in both the public and private sectors for over 25 years. Previously at the Department of Homeland Security, Chris served for over a decade as a special government employee on the Cybersecurity and Privacy Committees. He’s also spent time as the Chief Privacy Officer for Royal Bank of Scotland (RBS), as the Chief Information Security Officer for two prominent FinTechs, and is also a Distinguished Fellow of the Ponemon Institute.
Dan Viola
Partner, Seward & Kissel LLP/FINRA Arbitrator
Daniel G. Viola is the Head of the Regulatory Defense and Compliance Group. He structures and organizes broker-dealers and investment advisers and regularly counsels investment professionals in connection with regulatory matters. He is the Founder of the Crypto Asset Webinars and the Blockchain Shift Conferences. During his tenure at the SEC, Mr. Viola worked on several compliance inspection projects and enforcement actions involving examinations of registered investment advisers, ensuring compliance with federal and state securities laws. Mr. Viola’s examination experience includes financial statement, performance advertising, and disclosure document reviews, as well as, analysis of investment adviser and hedge fund issues arising under ERISA and blue-sky laws.
After leaving the SEC, Mr. Viola founded VIOCO, Ltd. (“VIOCO”), which provided consulting services to investment advisers and broker-dealers in the field of regulatory compliance, including compliance policy planning and implementation of soft dollar reviews, mock SEC compliance audits, and compliance training for supervisory personnel.
Arootah provides Best Practices Reviews, consulting, and talent solutions, with over 1k+ advisors and coaches.
Proudly in Sponsorship
Arootah does not operate in the capacity of an attorney, accountant, financial planner, financial/tax advisor, investment adviser, broker-dealer or other such professional.
The Family Office Principles
Get the Guide – FREE First Chapter
In this book, Rich Bello shares his expertise on building and optimizing family offices, covering best practices in governance, operations, and risk management. With real-world insights, he provides a roadmap for preserving wealth across generations.
Ready to speak to an advisor? Schedule your call here
What People Say About Our Workshops
Rich clearly put deep thought into this workshop. This thoughtful process makes it easy to apply the principles he is teaching. Practical application is a hallmark of his process, and it is clear that Rich’s strategies from years of experience in the industry are being shared in a way that makes them accessible to us all.
Chris H
Head of Prime Brokerage
Investment Bank
I’m amazed by what I was able to accomplish in a night! I enjoyed both the philosophy behind the topics and the practical breakout room workshops with his coaches. The prioritization process was especially valuable. Looking forward to taking this “blueprint” and executing it. Using some of the accountability strategies he taught me as well!
Maria D
Chief Operating Office
Hedge and Private Equity Fund
Setting goals and creating plans to achieve them with Rich really inspired me to take advantage of more opportunities than I had realized. Execution is the even harder part, and it’s been great to have Rich and his team by my side every step of the way. Thanks!
Peter B
Portfolio Manager
Hedge Fund