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Home > Family Office Advisory

Family Office Advisory

Fulfilling the needs of high-net-worth families requires special skills and experience. Arootah Family Office Advisory supports single and multi-family offices, wealthy families, and their advisors with expert guidance on crucial family office services, such as insurance, charitable giving, and legacy planning.

Book a free 30-minute strategy call

Let’s Work Together

We’ve found that, in serving the needs of the ultra-wealthy community, family offices often overlook key priorities. This may result in challenges with cybersecurity, estate planning, and expense management, among other important areas.

Offered as part of Arootah’s Business Consulting services, our Family Office Advisory works to give family office operations the attention they deserve. Our team of advisors leverages real-world, on-the-job expertise to support wealthy families and family office executives in meeting and overcoming their biggest needs and challenges.

Whether you need support navigating the challenges of wealth management or overall operations, our experienced advisors can guide you every step of the way.

Family Wealth Management

Family Office Advisory Services

Arootah Family Office Advisory supports the unsung heroes who drive the engine of a family office. Our experienced and dedicated advisors guide wealthy families and family offices in making the best use of their three most valuable assets: time, money, and family.

We offer the tools and foundational support families need to:

  • Experience peace of mind knowing their assets are protected
  • Navigate challenging family dynamics
  • Benefit from an objective third party
  • Ensure their children and future generations will be well-cared for

Our consultative approach enables families and family offices to make the most of philanthropy, business ventures, and wealth preservation.

Who We Serve


Single Family Offices

Vector Stroke

Multi-Family Offices


Ultra-High Net Worth Families

The Capital Return

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Arootah Business Consulting

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.

Learn about Arootah Business Consulting

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Family Office Advisory: Fill in the Gaps

Consider us an extension of your team. Learn how your family office can evolve in the following areas of Investments and Operations:

  1. Insurance and Risk Management
  2. Estate Planning
  3. Philanthropic Endeavors
  4. Investment Process
  5. Human Resources Management
  6. Taxes and Accounting
  7. Liability and Expense Management
  8. Cybersecurity and Technology
  9. Concierge and Lifestyle Services
  10. Legal and Compliance
Fill in the Gaps desktop

Ready to Connect with an Advisor?

Book a free strategy call to determine the advisory services best suited for your needs.

Frequently Asked Questions

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 Consulting 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 Consulting 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.