Robert Arogeti Bio Page
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Robert Arogeti, CPA

Partner Emeritus, Aprio, 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

Families with net worth over $25 million who desire to plan for future generations. I serve as an advisor and consult to clients and their families on long-term tax, financial, and estate planning. I thoroughly enjoy helping my clients evaluate charitable giving opportunities that support their values. I am a stickler about response time, and I spend most of my days advising clients, discussing opportunities, and answering questions like:

  • How can you help me with my personal estate plans?
  • How do I make a smart decision in hiring wealth advisors?
  • Will I have enough resources to retire comfortably?

Unique things about me

  • My father was a founding partner of Aprio, and I am a second-generation CPA. You could say accounting and problem solving are a big part of who I am.
  • Through long-term planning and gifts, we saved a family over $80 Million in estate taxes.
  • Through the use of a private foundation and public donor advised fund, we saved a client $4 million in income taxes while meeting their goals to give away $500,000 per year to charities of their choice.
  • By reminding a client about reduction in long-term mortgage rates, we saved the client $25,000 in mortgage payments over a fifteen-year period.

What I do when I am not at work

I am passionate about charitable giving and serving my community. 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. 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
  • People say I am

    I approach complex issues with common sense.

    Testimonial

    I am practical and responsive.

    Let's talk.

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