An unwavering focus on investments & financial planning
OUR TRUSTED PARTNERS
WHO WE ARE
Historically, a “family office” was created as a turnkey solution to outsource the complex investment and financial lives of some of the wealthiest families in the world like John D Rockefeller. Arrowroot Family Office was designed with the goal of providing the family office approach to holistic wealth management regardless of the size of a client’s net worth.
By using cutting-edge technology, Arrowroot Family Office can bring a high level of service and expertise to each and every client. What was once the purview of the ultra-high net worth, is now available to more families. Let us show you how we can help you preserve, protect, and grow your wealth.
ARROWROOT FAMILY OFFICE SERVICES
By using cutting-edge technology, Arrowroot Family Office can bring a high level of service and expertise to each and every client. What was once the purview of the ultra-high net worth, is now available to more families. Let us show you how we can help you preserve, protect, and grow your wealth.
FINANCIAL PLANNING
WEALTH MANAGEMENT
FAMILY OFFICE SERVICES
OUR APPROACH
THE PLANNING PROCESS
GATHER
The first step in our process is to learn about you, your goals, and your specific concerns. By asking a lot of questions, gathering data and important information we can begin to get an understanding of your finances. We will review important documents like employer benefit statements, tax returns, investment statements, and legal documents. This gives us a deeper understanding of your unique financial situation so we can devise a plan to move you forward.
ANALYZE
We take this information and do an in-depth review utilizing several financial tools. We back test performance, and provide projections to see if your financial plan is on track. In addition, we will do stress testing to look at what could potentially take your financial plan off track. Finally we develop concrete recommendations for your implementation strategy.
STRATEGIZE
The next meeting is our strategy session: we will present our findings, make adjustments as necessary and share with you an implementation plan. You will have an outline of how you can implement your financial plan with concrete action items.
IMPLEMENT
At the end of the strategy meeting, you will be armed with our recommendations and an implementation plan. Most clients elect to implement this plan with an Arrowroot family Office advisor. You can also implement your plan with your current advisor’s or on your own.
MONITORING & SERVICE
Clients who implement with us will choose a level of service within our service model. No cookie cutter pricing program for us. We feel that clients should decide the level attention they want from their advisor and pay only for the services they need. That is why we have priced our services based on the time and cost of managing your portfolio instead of assets under management. We feel this is a fair process and the most transparent method of compensating your advisor.
Helping you achieve your evolving financial objectives
You’ve worked hard to establish your wealth and build a bright future for your family. Arrowroot Family Office is a multidisciplinary group of advisors, who work collaboratively with high net worth individuals, entrepreneurs, families, and family offices to achieve their goals. Your success is our purpose.
-Rob Santos