Be a client-centric human in a world of AI and technology.

The Disruptors
With Liz Farr

Several years ago, Rory Henry asked himself, “Why don’t financial advisors and CPAs work together?” It boggled his mind because both work with the client’s finances but are not always in sync. “We’re advising them on their businesses, and then the wealth advisor takes over and manages the finances,” Henry says. “But really, one decision affects another.”

The ultra-wealthy have long used the family office model to bring a staff of CPAs, attorneys, and advisors to provide governance, legacy planning, and intergenerational wealth planning. At Arrowroot Family Office, Henry is leveraging technology to bring the benefits of the family office model to everyone. “So it's really integrating these solutions, using technology, using relationships, to really provide for the many needs of the business and the personal finances of your clients.”

14 MORE TAKEAWAYS: More Rory Henry Disruptor Notes

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