Tailored and transparent family office services

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.

AFO 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.

Arrowroot Family Office Team Members

WHO IS ARROWROOT FAMILY OFFICE?

Rob Santos founded Arrowroot Family Office in 2013, bringing his extensive experience of working with some of the leading investment banks and family offices in the world. In 2020 two additional firms merged with AFO, the Athena Financial Group based in Michigan and Bond Wealth Management in Virginia. Both firms brought experienced investment and tax professionals to AFO with greater coverage across the country. AFO is committed to the principle of being a true fiduciary to each and every one of its clients. These principles include fee transparency, putting clients’ needs first, and a high degree of communication and technology.

* no-obligation consultation

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