Robert has over 20 years of financial experience working with institutions, companies, and entrepreneurs. Robert is currently the founder of Arrowroot Family Office, LLC, a boutique wealth management firm working with a wide range of international and domestic clients to provide customized and specialized investment and family office services. Robert is also the portfolio manager for Arrowroot Family Office's fund of alternative funds, Ladrillo Fund, LLC, and Arrowroot Real Estate Fund II LP, a private, sub-advised fund by Roundhouse. Robert serves at the CEO & CCO for Arrowroot Partners, a M&A advisory firm. Robert is also a founder of AFO Wealth Management Forward, an educational program created to allow Accounting Firms to integrate Wealth Management Services into their Practice with ease.
Previously, Robert was a Director for Salem Partners, a multi-family office and investment bank in Los Angeles where he served on the investment committee. Prior to Salem Partners, Robert worked at JP Morgan Securities and Bear Stearns, servicing clients in the financial services industry. Robert received his BA from the University of California at Los Angeles (UCLA).
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The importance of the roles of a professional accountant or CPA in ensuring the quality of financial reporting can’t be overly emphasized. At the same time, more competitors (CPA & accounting firms) are vying for the same client, making the entire accounting industry a challenging landscape.
Over the decades, family offices have taken different forms, from a modest, one-expert operation (often a lawyer, bookkeeper, or an appointed family member) to separate, multi-staff entities with internal and third-party advisors. The latter generally appeals to ultra-high net worth individuals and