





WHO WE ARE!
Many CPAs and accounting firms are looking to build a better practice with future-facing services, ensuring they are taking care of the entirety of the needs of the client. AFO | Wealth Management Forward is a partnership program that helps CPAs and accounting firms easily integrate holistic wealth management services into their practice. Tax and accounting firms utilize our system to offer clients financial planning, wealth management, and even family office services.

PARTNER WITH AN RIA & THE FIDUCIARY DUTY

PARTNER WITH AN RIA & THE FIDUCIARY DUTY

WHAT IS A FAMILY OFFICE?
A traditional family office provides dedicated personal and professional services to wealthy families. This often includes managing accounting, tax, estate, insurance, legal, philanthropic, investment, and administrative matters. Our modern family office or virtual family office model allows CPAs and accounting firms to access wealth management and family office level services through collaboration and tech-enabled solution.

- OFFER WEALTH MANAGEMENT SERVICES
- TEAM UP WITH AN ADVISOR
- HAVE MORE RESOURCES
- FREE UP MORE TIME

- OFFER WEALTH MANAGEMENT SERVICES
- TEAM UP WITH AN ADVISOR
- HAVE MORE RESOURCES
- FREE UP MORE TIME

Tax Planning

Financial Planning

Retirement Planning

Financial Education

Life Insurance

Liabilities Management

Estate Planning

Investment Advisory

Tax Planning

Financial Planning

Retirement Planning

Financial Education

Life Insurance

Liabilities Management

Estate Planning

Investment Advisory

Family Office Model offers a variety of important services that are deeply valued by clients.

Family Office Model offers a variety of important services that are deeply valued by clients.
MEET THE TEAM BEHIND AFO| WEALTH MANAGEMENT FORWARD

Rob santos

Rory Henry

Daniel Casey
Financial Advisor

Diane Young

Ben Porras

Mark McCarron

Ramtin Khah

Irene Apergis
COO

DISCOVER
We work with you to discover your firm's growth goals

DETERMINE
Type of Wealth Management that best fits your firm's needs

IMPLEMENT
Our team works with you to implement Wealth Management Services
MEET THE TEAM BEHIND AFO| WEALTH MANAGEMENT FORWARD

Rob santos
Founder

Rory Henry
Co-Founder

Daniel Casey
Vice President

Diane Young
Managing Director

Ben Porras

Mark McCarron
Managing Director

Ramtin Khah

Irene Apergis
COO & CFO

DISCOVER
We work with you to discover your firm's growth goals

DETERMINE
Type of Wealth Management that best fits your firm's needs

IMPLEMENT
Our team works with you to implement Wealth Management Services


GIVE YOUR PRACTICE THE COMPETITIVE ADVANTAGE
GIVE YOUR PRACTICE THE COMPETITIVE ADVANTAGE

Become a Registered Investment Advisor

Become a Registered Investment Advisor
AFO|WEALTH MANAGEMENT FORWARD PARTNERSHIP PROGRAM ALLOWS YOU TO BECOME A SOURCE FOR
INVESTMENT MANAGEMENT
FINANCIAL PLANNING
CORPORATE RETIREMENT PLANS
RETIREMENT PLANNING
ESTATE PLANNING
INSURANCE & RISK MANAGEMENT
FAMILY ENGAGEMENT
PRIVATE EQUITY
M&A ADVISORY
OUTSOURCED CHIEF FAMILY OFFICER
REPORTING
PROPERTY MANAGEMENT
Opportunity to gain exposure, do joint podcast and webinars with leaders in accounting and fintech
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