Arootah

🙌 Become a Founding Member of our brand new Family Office Membership — built exclusively for ambitious family offices ready to level up! Includes: 🔹One (1) 60 min 1×1 advisor sessions/month 🔹10% off for additional 1×1 60-minute advisor sessions 🔹Access to the Allocator Tool 🔹Exclusive bi-monthly webinars with an advisor 🔹Quarterly Family Office Return newsletter 🔹The Family Office Principles book 🔹Annual members dinner (NYC/Hamptons) 🔹The Family Office Checklist Pay either $500/Month or $5,000/Annual ➡️ Join now and get the $1,000 initiation fee waived for a LIMITED TIME: https://lnkd.in/gjxVwwzH #FamilyOffice #WealthManagement #Membership #StrategicGrowth

When your leaders perform at their best, so does your business. One way to ensure peak performance? Executive coaching. According to a study by MetrixGlobal LLC, companies that invested in executive coaching reported a return of $7.90 for every $1 spent. That’s not just a great return—it’s a strategic investment in your organization’s future. Learn how our Executive Coaching can help elevate your organization's leadership and drive measurable results. 👉 Book a complimentary call: https://lnkd.in/gackUVX4 #executivecoach #executivecoaching #ROI #leadershiptraining #results

It was an honor to attend the 25th Anniversary Gala for Help For Children (HFC) at the stunning The Metropolitan Museum of Art in NYC. HFC is a remarkable organization committed to preventing child abuse, and we’re proud to support their mission. Our CEO, Rich Bello, serves as a Committee Chair, and this year, Arootah was the Silent Auction Sponsor—with Rich generously donating his Hamptons home for a summer getaway to benefit the cause. It was a memorable evening connecting with peers from the alt investment industry, longtime supporters of HFC, and new friends who share a passion for meaningful impact! #charitablecause #HFC #helpforchildren #alternativeinvestments #executivecoaching 

According to a study by MetrixGlobal, executive coaching delivers a staggering ROI of 788%! Here’s what that ROI often looks like in practice: 🧠 Enhanced decision-making 📣 Elevated communication and executive presence 🧭 Deeper alignment between personal values and organizational goals 💡Greater accountability and committment to goals 💪 Stronger, more productive teams Ready to see this ROI in your own organization? Learn more here: https://lnkd.in/eVzqw99s #ExecutiveCoaching #ExecutiveCoach #LeadershipTraining #ExecutivePresence #LeadershipSkills

Check out this episode of The Alternative Route featuring my conversation with Arootah ‘s Rich Bello on the War on Talent in the Alternative Investment space.

Our CEO and founder, Rich Bello, recently joined Withum's Colleen D. Fay, CPA on "The Alternative Route" podcast to share insights on talent management challenges facing alternative investment firms. The discussion highlighted why many financial firms struggle with talent acquisition, development, and leadership transitions—and provided actionable strategies to address these challenges. From implementing structured hiring processes to measuring the ROI of coaching investments, Rich outlined the frameworks that transform high-performing individuals into effective leaders. At Arootah, we're committed to helping investment firms build sustainable talent infrastructures that match the rigor of their investment processes. We believe that systematic talent development isn't just an HR function—it's a critical business driver in today's competitive landscape. Watch the full conversation to discover practical approaches for building high-performing teams that deliver consistent results: https://lnkd.in/e4smbsuA What talent challenges is your org facing? Connect with us to explore how our proven methodologies can help transform your team's performance! #TalentDevelopment #LeadershipCoaching #AlternativeInvestments #Podcast #TalentSolutions

Peak performers know that obsession isn’t a weakness—it’s a powerful tool that drives breakthrough results. Growth happens when you commit deeply to one area and push yourself beyond what feels comfortable. Right now, what’s the one skill, habit, or mindset you’re dedicated to improving? Share it below and let’s hold each other accountable👇 #growthmindset #successmindset #accountability #executivecoaching

🚨 We're LIVE in 40 minutes for our exclusive family office webinar 🚨 Join us at 12 PM ET for: 🔹 The ultimate guide to best practices for family Offices ✔️ What elite offices are doing differently ✔️ Where most fall behind ✔️ Practical takeaways you can implement immediately Last chance to sign up: https://lnkd.in/ej2GZFXZ #FamilyOfficeWebinar #FamilyOffice #FamilyOfficeReview #FamilyOfficeAdvisory

The countdown is on—our exclusive family office webinar is TOMORROW at 12 PM EST! 🌟 Meet our speakers 🌟 Last but certainly not least in our speaker lineup, Dan Viola, Head of the Regulatory Defense and Compliance Group, structures and organizes broker-dealers and investment advisers and regularly counsels investment professionals in connection with regulatory matters. During his tenure at the SEC, he worked on several compliance inspection projects and enforcement actions involving examinations of registered investment advisers, ensuring compliance with federal and state securities laws. After leaving the SEC, he founded VIOCO, Ltd. (“VIOCO”), which provided consulting services to investment advisers and broker-dealers in the field of regulatory compliance. Register for the webinar here: https://lnkd.in/ej2GZFXZ #FamilyOfficeWebinar #Compliance #SEC #FamilyOfficeAdvisory #InvestmentAdviser

Ever wonder how elite family offices stay on top? Let’s break it down TOMORROW May 15 at 12 PM EST at our exclusive webinar! 🌟 Meet our speakers 🌟 Portia Amato 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. During her time consulting, she led registration and compliance program buildouts as well as provided SEC exam support for hundreds 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. Save your spot here: https://lnkd.in/ej2GZFXZ #FamilyOfficeWebinar #FamilyOffices #Compliance #FamilyOfficeAdvisory