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Get in touch
- 705 Barclay Circle, Suite 125, Rochester Hills, MI 48307
- info@arrowrootfamilyoffice.com
- (310) 341-4774
- Monday to Friday: 9am to 6pm
Arrowroot Family Office
Tailored and transparent family office services
A firm designed for entrepreneurs,
by entrepreneurs
Historically, a “family office” was created as a turnkey solution to outsource the complex investment and financial lives for some of the wealthiest families in the world. 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.
With a deep belief in the transformative power of technology, the principals and staff of Arrowroot leverage its cutting edge technology suite to provide the highest level of service, transparency and value to its clients.
Our Approach
Invest Management
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Financial Planning
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Tax Planning
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Retirement Planning
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Business Planning
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Estate Planning
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Life Transition Planning
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Divorce Financial Planning
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Financial Education
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Financial Health
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Portfolio Review
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Consolidated Reporting
Read moreBest in Class
Investment Managers
We are fiduciaries – we act in your best interest
Leveraging our suite of software and our open investment architecture, we invest with best in class investment managers.
Nobody knows where markets will be in the next 6 months, 5 years or 25 years, but constructing a prudent portfolio alongside best in class managers focusing on the elements of investing that we can control – fees, behavior and taxes, best prepares us for whatever comes our way.
Nobody knows where markets will be in the next 6 months, 5 years or 25 years, but constructing a prudent portfolio alongside best in class managers focusing on the elements of investing that we can control – fees, behavior and taxes, best prepares us for whatever comes our way.
Helping you achieve your goals!
We’re experts in financial planning and investment management.
Team
Our Experts
Rob Santos
Chief Executive Officer
Irene Apergis
Chief Operating Officer
Ben Porras
Managing Director
Mark McCarron
Managing Director
Rory Henry
Director
Kevin Yu
Analyst
Annamaria Mathe
Office Manager
Diane L. Young
Managing Director
Frank Rory
Director of Financial Services
Daniel Casey
Managing Director
Theodore
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