The Arrowroot Approach

Accounting complications can be extremely complex; no family should have to go through the ordeal of figuring it all out by themselves. Arrowroot Family Office can make your life much easier by figuring out these accounting issues for you. Using Arrowroot Family Office, you can draw upon Arrowroot’s deep industry knowledge and broad base of local and global experience. Our dedicated advisers and professionals will work collaboratively with you to provide clear, practical, and tailored accounting advice that can help you achieve the future you envision.

Accounting Strategy

Arrowroot Family Office's accounting support will make your life easier by managing your cash flow and storing all your documents.

Transparency: so you can keep track of all expenses and revenues.

Reliable timing: so you can be sure that all of your bills are being managed and paid on time.

Reporting: to keep you up to date with cash flow, net worth, portfolio performance, philanthropy, and more.

Secure portal: so you have a safe place to store all important documents (estate plans, tax returns, legal agreements, and so on).

Our Multi Family Office Services

Family businesses are unique. Surrounding each decision you take, there are strong family values that often make the path difficult.

Arrowroot Family Office understands the dynamics of a successful business and will work with you to provide tailored advice.

And it’s not just about business – we’ll support every member of your family at every stage of their lives.

Our Client Approach

Arrowroot Family Office will provide you or your family with multiple services. Right from the first meeting, you will receive clear advice. If, after meeting us, you would like to start this journey together, we will propose a detailed and tailored work plan.

Helping you achieve your evolving financial objectives

4553 Glencoe Ave, Suite 201, Marina del Rey, CA 90292
Southern, CA
Charlottesville, VA
Northern, CA
Rochester Hills, MI