Robert Arogeti, CPA
Serving high-net-worth individuals and families
Who I work with
I am known for my expertise helping high-net-worth, families and fiduciary clients navigate the complexities of estate and individual income taxation. I provide estate, gift, and charitable consulting to clients to help them efficiently transfer wealth and preserve legacy. I work with a team of young, motivated, responsive colleagues that share my passion for service and together we connect the dots between, family members, legal teams and wealth managers to make it easier for clients to achieve financial goals.
My specialty
I serve as a financial steward and advisor to help clients efficiently transfer wealth to preserve legacy across generations. I consult clients and their families on long-term tax, financial, estate and gift planning. I enjoy helping my clients evaluate charitable giving opportunities that support their values. I am a stickler about response time, and I am always happy to answer questions about personal estate plans, selecting wealth advisors and how to manage resources to ensure a comfortable retirement.
Results I have delivered
I help individuals and families make good decisions that help them achieve their financial goals. I provide long-term strategies and help manage short-term objectives that deliver results and improve outcomes.
Unique things about me
My father was a founding partner of Aprio, and I am a second-generation CPA. So, you could say accounting and problem solving are a big part of who I am.
When I am not at work
I am passionate about charitable giving and serving my community and I am the national board chair for an organization that raises funds for the education of at-risk youth in Israel, and we help over 20,000 students per year. And of course, I enjoy spending time with my family and friends.
People say I am
I am practical and responsive. I approach complex issues with common sense.
Affiliations
I earned my MPA with a concentration in Tax from the University of Texas, and my BSBA in Accounting from the University of North Carolina. My professional and civic affiliations also include:
- American Institute of Certified Public Accountants
- Georgia State Society of Certified Public Accountants
- American-Israel Chamber of Commerce – Co-founder and past Treasurer
- Impact Israel – National Board Chair
- Past Chair and Lifetime Trustee of the Jewish Federation of Greater Atlanta