Previous
Next
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 a Registered Investment Advisor (RIA) to provide clients with holistic financial planning and access to investment advice. RIAs are bound by a fiduciary duty which means they must put the client’s best interests ahead of their own.
PARTNER WITH AN RIA & THE FIDUCIARY DUTY
Partner with a Registered Investment Advisor (RIA) to provide clients with holistic financial planning and access to investment advice. RIAs are bound by a fiduciary duty which means they must put the client’s best interests ahead of their own.
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.
Historically, a “family office” was created as a turnkey solution to outsource the complex investment and financial lives for some of the wealthiest families in the world. Arrowroot Family Office was designed with the goal of providing the family office approach to holistic wealth management regardless of the size of a client’s net worth.
– Rob Santos
Family Office Model offers a variety of important services that are deeply valued by clients.
Historically, a “family office” was created as a turnkey solution to outsource the complex investment and financial lives for some of the wealthiest families in the world. Arrowroot Family Office was designed with the goal of providing the family office approach to holistic wealth management regardless of the size of a client’s net worth.
– Rob Santos
MEET THE TEAM BEHIND AFO| WEALTH MANAGEMENT FORWARD
Rob santos
CEO
Rory Henry
Director / Pod host
Daniel Casey
Financial Advisor
Diane Young
CEO
Ben Porras
Managing Director
Mark McCarron
Advisor
Ramtin Khah
Director of Marketing
Irene Apergis
COO
By joining the AFO|Wealth Management Forward Partnership Program, you have the ability to offer new services, improve and expand your client base and increase your revenue.
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
Managing Director
Mark McCarron
Managing Director
Ramtin Khah
Director of Marketing
Irene Apergis
COO & CFO
By joining the AFO|Wealth Management Forward Partnership Program, you have the ability to offer new services, improve and expand your client base and increase your revenue.
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
The large firms already have it. Small and medium-sized firms are increasingly implementing it. Give your firm a competitive advantage by leveraging our expertise and offerings to service and attract high-end clients. We optimize your business for improved efficiency and greater profitability, allowing you to have more free time and resources to do what you enjoy doing.
GIVE YOUR PRACTICE THE COMPETITIVE ADVANTAGE
The large firms already have it. Small and medium-sized firms are increasingly implementing it. Give your firm a competitive advantage by leveraging our expertise and offerings to service and attract high-end clients. We optimize your business for improved efficiency and greater profitability, allowing you to have more free time and resources to do what you enjoy doing.
Become a Registered Investment Advisor
Our roadmap is designed to help you become a Registered Investment Advisory firm. We will assist those interested in starting their own firm with licensing, registration, and compliance requirements. We offer access to top technology providers and our best practices to help you streamline systems and processes to get you on a pathway to profitability.
Become a Registered Investment Advisor
Our roadmap is designed to help you become a Registered Investment Advisory firm. We will assist those interested in starting their own firm with licensing, registration, and compliance requirements. We offer access to top technology providers and our best practices to help you streamline systems and processes to get you on a pathway to profitability.
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
Listen to Our Lastest Episode On:
AFO | WEALTH MANAGEMENT FORWARD NEWSLETTER
AFO | WEALTH MANAGEMENT FORWARD PARTNERSHIP PROGRAM
FAQ
A modern family office can provide services such as accounting, legal, tax planning, insurance, financial planning, estate planning, risk management, and investment management. This can be done in-house, through collaboration with other service providers, or via tech-enabled solutions.
A program that allows CPAs and accounting firms to implement holistic wealth management services into their practice with ease. They can partner with an existing wealth manager to provide clients with integrated services or bring services in-house to create a family office model that best fits their needs.
An RIA (Registered Investment Advisor) is an individual or firm registered with the SEC or state securities commission who offers clients investment-related financial advice, and they are held to a fiduciary standard which means they must put the best interest of the client first.
They do all the heavy lifting. The wealth manager can handle administrative, compliance, and client-facing duties. CPAs and accounting firms can work on their core service offering i.e. tax, accounting, and business advisory while collaborating with a financial advisor partner to service the wealth management needs of a client.
Deepens client relationships by solidifying you as a client’s trusted advisor. It provides more value to your clients who welcome a CPA + Financial Advisor team model, and it can be a pathway to becoming your own RIA.
There are several different wealth managers you can partner with that may have certain strengths. A financial planner who specializes in retirement planning, one who specializes in stock options, one that focuses on options trading. In general, a family office can provide more services than other wealth managers and can help in attracting high-net-worth clients.
Our program allows CPAs and accounting firms to directly work with financial advisors to provide clients with holistic wealth management services. Unlike other software solutions in the marketplace, we provide expert advice and guidance from humans who can answer questions and guide clients in the right direction.
It doesn’t cost anything for AFO program partners. The partnership generates business through wealth management and family office services. For those looking to become an RIA, we will advise on a consulting agreement.
Schedule a call to speak with us so we can find out your firm’s growth goals. Next, we determine what wealth management partnership works best for your firm. From there we will work to guide you through licensing and registration requirements. Most states require a Series 65 license to share in fees.
It can help you gain a competitive advantage in the marketplace. It creates a recurring revenue stream that is complementary to your core business offerings. It also attracts higher-end clients and potential employees looking for an innovative firm to work for. Lastly, it can increase the enterprise value of your firm.
We can help you grow through website assistance and social media content. We also have joint marketing opportunities via podcasts and webinars with accounting and fintech leaders.