Arrowroot Family Office
Search
  • Home
  • Services
    • Wealth Management Services
      • Investment Management
      • Individual Retirement Account (IRA)
      • 529 Plan
      • Corporate Retirement Plan
    • Financial Planning Services
      • Equity Compensation
      • Financial Planning
      • Retirement Planning
      • Estate Planning
      • Tax Planning
    • Multi Family Office Services
      • Accounting
      • Tax Efficiency
      • M&A Advisory
      • Wealth Strategy
      • Family Governance
      • Philanthropic Initiatives
    • form

      GUIDELINES TO FINANCIAL FREEDOM

  • Offices
    • Southern California
    • Northern California
    • Michigan
    • Virginia
    • Washington State
  • About
  • Press
  • Contact
  • Client Login
  • BOOK A CALL
BOOK A CALL
  • Home
  • Services
    • Wealth Management Services
      • Investment Management
      • Individual Retirement Account (IRA)
      • 529 Plan
      • Corporate Retirement Plan
    • Financial Planning Services
      • Equity Compensation
      • Financial Planning
      • Retirement Planning
      • Estate Planning
      • Tax Planning
    • Multi Family Office Services
      • Accounting
      • Tax Efficiency
      • M&A Advisory
      • Wealth Strategy
      • Family Governance
      • Philanthropic Initiatives
    • form

      GUIDELINES TO FINANCIAL FREEDOM

  • Offices
    • Southern California
    • Northern California
    • Michigan
    • Virginia
    • Washington State
  • About
  • Press
  • Contact
  • Client Login
  • BOOK A CALL
Charitable Giving: What Is It and How to Use It in Your Tax Planning​

Charitable Giving: What Is It and How to Use It in Your Tax Planning

AFO2023-12-16T08:58:12+00:00

Charitable donations are a common part of life for most Americans, especially those with higher incomes who are able to contribute more to charity. Giving to charity enriches the lives of those in need in the community while helping fund special causes that matter. Charity also provides plenty of tax...

December 14, 2023Tax Planning
Read more +
Tax Loss Harvesting: What Is It & How to Use It to Reduce You Tax Bill

Tax Loss Harvesting: What Is It & How to Use It to Reduce You Tax Bill

AFO2023-12-14T09:41:09+00:00

Tax-loss harvesting is the act of selling securities at a loss to gain back and offset any capital gains tax owed from selling more profitable assets. This is a great strategy commonly used to help limit short-term capital gains, as this type of gain is commonly taxed at a higher...

December 14, 2023Family Office, Financial Advisors, Tax Planning
Read more +
Importance of Financial Advisory for Small Businesses​

Importance of Financial Advisory for Small Businesses

AFO2023-12-05T07:11:43+00:00

Running a small business can be a demanding and challenging endeavor. Business owners are often stretched thin across various responsibilities and tasks, including human resources, daily operations, and even legal. With so many obligations, it can be hard to focus on the crucial aspects of one’s business, including the necessary...

December 5, 2023Family Office, Financial Advisors, Investment
Read more +
S&P 500 Registers its Biggest Monthly Gain Since July 2022

S&P 500 Registers its Biggest Monthly Gain Since July 2022

AFO2023-12-16T08:58:32+00:00

The big story during November was the decline in Treasury yields. The bond market experienced large moves in interest rates, with the 10-year Treasury yield falling to 4.36% from over 5% in October. For context, the -0.54% decline in the 10-year yield ranks among the biggest 1-month drops since December...

December 2, 2023Family Office, Financial Advisors, Investment, Wealth Management
Read more +
Fiduciary Financial Advisor: What It Is and How to Pick a Right One​

Fiduciary Financial Advisor: What It Is and How to Pick a Right One

AFO2024-01-21T09:29:15+00:00

Investing and saving for retirement can be a difficult undertaking, especially when the difficulties of managing the intricacies of life are apparent. How does one go about investing or saving and where can one go to get help or advice on the matter from a trusted professional? The answer often...

November 29, 2023Family Office, Financial Advisors, Investment
Read more +

Key Benefits of Year-End Tax Loss Harvesting

AFO2023-11-29T12:21:46+00:00

In a perfect world, investors would only see gains when checking their accounts. But in the real world, the stock market can be volatile and doesn’t always trade on a straight upward trajectory. No one wants their investments to decline, but when the market does trade lower, it's possible to...

November 29, 2023Blogs, Family Office, Financial Advisors, Tax Planning
Read more +
Financial advisor for business owners: Tips & services​

Financial advisor for business owners: Tips & services

AFO2023-11-01T10:52:59+00:00

A business financial advisor is a financial professional who provides business advising or guidance to businesses for compensation. These advisors are licensed to provide various services such as investment management, tax planning, debt management, budget assistance, and financial planning for businesses. These advisors can act as a “one-stop-shop” for a...

November 1, 2023Blogs, Family Office, Financial Advisors, Financial Planners, Investment
Read more +
How Tax Credits Can Play a Big Role for Small Businesses

How Tax Credits Can Play a Big Role for Small Businesses

AFO2023-10-30T17:50:05+00:00

How Tax Credits Can Play a Big Role for Small Businesses b4b-tax-incentives-2023 Download

October 30, 2023Financial Advisors, Investment, Tax Planning
Read more +
The S&P 500’s Concentration Offers a Lesson on Diversification​

The S&P 500’s Concentration Offers a Lesson on Diversification

AFO2023-10-28T18:48:00+00:00

The S&P 500’s Concentration Offers a Lesson on Diversification Written by: Susan Smith (CFA) & John Smith (CFP) Reviewed by: Rob Santos Rob Santos Chief Executive Officer As CEO and founder of Arrowroot Family Office, I specialize in the overall management of the firm. I also work with affluent families on providing bespoke family office...

October 28, 2023Blogs, Investment, Uncategorized
Read more +
Client Letter | 3Q 2023 Recap & 4Q 2023 Outlook​

Client Letter | 3Q 2023 Recap & 4Q 2023 Outlook

AFO2023-10-28T18:37:51+00:00

Stocks and bonds were both impacted by a chain of events during the third quarter. It started with rising oil prices, which caused inflation to re-accelerate in August. The rebound in inflation contributed to a sharp rise in interest rates, with the 10-year Treasury yield rising above 4.50%. The rise...

October 28, 2023Blogs, Investment
Read more +
  Prev1…345…13Next  

Discover the Secrets of Financial Freedom​

Learn More

Services

Calculators

Links

Newsletter

  • 4553 Glencoe Ave, Suite 200, Marina del Rey, CA 90292
    (833) 224-2249
  • 229 Ave I #300, Redondo Beach, CA 90277
  • 2 Boars Head Ln, Suite 110, Charlottesville, VA 22903
    (626) 712-2090
  • 1107 Investment Blvd, Suite 160 El Dorado Hills, CA 95762
    (916) 384-0050
  • 725 Barclay Circle, Suite 215, Rochester Hills, MI 48307
    (248) 453-5252
  • 950 Broadway, Suite M100, Tacoma WA 98402
    (253) 858-2427
  • Investment Management
  • 529 Plan
  • IRA
  • 403(b)
  • 401(k)
  • Corporate retirement
  • Retirement Planning
  • Tax Planning
  • Estate Planning
  • Financial Planning
  • Equity Compensation
  • Traditional IRA Calculator
  • Roth IRA Calculator
  • M&A
  • Arrowroot Capital
  • Join Arrowroot
  • CPA Partnership
  • Press Releases
  • Careers
  • Events
  • Blogs
  • Clients Login
Arrowroot Family Office LLC is a registered investment adviser with the U.S. Securities and Exchange Commission (“SEC”). Registration with the SEC does not constitute an endorsement by the SEC, nor does it imply that AFO has attained a certain level of skill or ability. Content should not be construed as legal or tax advice, AFO is not engaged in the practice of law or accounting.


AFO Form ADV
(Part 2A & Part 2B)

AFO – ADV Part 3
Form CRS

    Terms & Condition | Privacy Policy | Web Accessibility

Copyright © 2025 Arrowroot Family Office – All rights reserved.

Services

Links

  • 4553 Glencoe Ave, Suite 200, Marina del Rey, CA 90292
    (833) 224-2249
  • 229 Ave I #300, Redondo Beach, CA 90277
  • 2 Boars Head Ln, Suite 110, Charlottesville, VA 22903
    (626) 712-2090
  • 1107 Investment Blvd, Suite 160 El Dorado Hills, CA 95762
    (916) 384-0050
  • 725 Barclay Circle, Suite 215, Rochester Hills, MI 48307
    (248) 453-5252
  • 950 Broadway, Suite M100, Tacoma WA 98402
    (253) 858-2427
  • Investment Management
  • 529 Plan
  • IRA
  • 403(b)
  • 401(k)
  • Corporate retirement
  • Retirement Planning
  • Tax Planning
  • Estate Planning
  • Financial Planning
  • M&A
  • Arrowroot Capital
  • Join Arrowroot
  • CPA Partnership
  • Press Releases
  • Careers
  • Events
  • Blogs
  • Clients Login

Newsletter

Arrowroot Family Office LLC is a registered investment adviser with the U.S. Securities and Exchange Commission (“SEC”). Registration with the SEC does not constitute an endorsement by the SEC, nor does it imply that AFO has attained a certain level of skill or ability. Content should not be construed as legal or tax advice, AFO is not engaged in the practice of law or accounting.


AFO Form ADV (Part 2A & Part 2B)

AFO – ADV Part 3 Form CRS

    Terms & Condition | Privacy Policy | Web Accessibility

Copyright © 2025 Arrowroot Family Office – All rights reserved.

  • 4553 Glencoe Ave, Suite 200, Marina del Rey, CA 90292
    (833) 224-2249
  • 229 Ave I #300, Redondo Beach, CA 90277
  • 2 Boars Head Ln, Suite 110, Charlottesville, VA 22903
    (626) 712-2090
  • 1107 Investment Blvd, Suite 160 El Dorado Hills, CA 95762
    (916) 384-0050
  • 725 Barclay Circle, Suite 215, Rochester Hills, MI 48307
    (248) 453-5252
  • 950 Broadway, Suite M100, Tacoma WA 98402
    (253) 858-2427

Services

  • Investment Management
  • 529 Plan
  • IRA
  • 403(b)
  • 401(k)
  • Corporate retirement
  • Retirement Planning
  • Tax Planning
  • Estate Planning
  • Financial Planning

Calculators

  • Traditional IRA Calculator
  • Roth IRA Calculator

Links

  • M&A
  • Arrowroot Capital
  • Join Arrowroot
  • CPA Partnership
  • Press Releases
  • Careers
  • Events
  • Blogs
  • Clients Login

Newsletter

Arrowroot Family Office LLC is a registered investment adviser with the U.S. Securities and Exchange Commission (“SEC”). Registration with the SEC does not constitute an endorsement by the SEC, nor does it imply that AFO has attained a certain level of skill or ability. Content should not be construed as legal or tax advice, AFO is not engaged in the practice of law or accounting.

AFO Form ADV (Part 2A & Part 2B)

AFO – ADV Part 3 Form CRS

    Terms & Condition | Privacy Policy | Web Accessibility

Copyright © 2025 Arrowroot Family Office – All rights reserved.

Please note that you are exiting Arrowroot Family Office's website and entering one of a separate company. Arrowroot Family Office does not recommend or confirm any information on this site. Please read all disclosures on Arrowroot Family Office's website and that of the company's page you are about to enter. Continue Cancel