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  • 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
Top Retirement Investment Workshops to Attend in 2023​

Top Retirement Investment Workshops to Attend in 2023

AFO2023-07-02T13:11:29+00:00

Understanding the intricacies of finance planning and retirement is a rather large and difficult undertaking for any individual or family, especially those without a formal financial education or degree. Retirement planning is one of the most crucial and important aspects of personal financial management that must be mastered by individuals...

June 18, 2023Blogs, Retirement
Read more +
Retirement Tips for Employers

Retirement Tips for Employers

AFO2023-07-02T13:12:42+00:00

Retirement is an important and significant milestone in an employee's life. As an employer, it is important to support and provide a crucial role in helping one’s employees prepare for a secure financial future. By implementing effective retirement plans and providing the correct support, one can ensure that employees are...

June 17, 2023Blogs, Retirement
Read more +
Single-Family Office vs. A Multi-Family Office​

Single-Family Office vs. A Multi-Family Office

AFO2023-07-02T13:13:16+00:00

Individuals and families want the best support, advisory services, and management when it comes to managing their wealth. With an aspect of life as important as finances, wealthy individuals and families have necessary requirements that demand exclusive financial services from wealth management firms and financial advisors.

June 17, 2023Blogs, Family Office, Investment
Read more +
Multi Family Office: Definition, Services and advantages​

Multi Family Office: Definition, Services and advantages

AFO2023-07-02T13:13:40+00:00

Achieving financial stability and security is an important aspect of life for all individuals and families. For individuals with a background or work experience in the financial industry, this task can be achieved without the assistance of a financial professional. However, for

June 17, 2023Blogs, Family Office, Investment, Wealth Management
Read more +
What Are the Different Types of Wealth Management? ​

What Are the Different Types of Wealth Management?

AFO2023-07-02T13:14:37+00:00

Wealth management firms, or financial institutions and professional service providers offering comprehensive financial services to help individuals, families, and institutions manage and grow their wealth are extremely important to those who aren’t available or knowledgeable of the complex regulations, rules, and strategies needed to manage one’s money. These firms specialize...

June 15, 2023Blogs, Investment, Wealth Management
Read more +
Types of Financial Workshops and Webinars: Which to Attend?​

Types of Financial Workshops and Webinars: Which to Attend?

AFO2023-07-02T13:15:04+00:00

Financial health is an important value needed for the stability of an individual and family. This has led to financial literacy, the ability to understand and effectively use various financial skills, including personal financial management, budgeting, and investing, to be known as arguably one of the most vital and essential...

June 15, 2023Blogs, Investment, Wealth Management
Read more +
Wealth management: Definition, Types, Benefits & Common strategies​

Wealth management: Definition, Types, Benefits & Common strategies

AFO2023-07-02T13:15:27+00:00

The management of one’s finances is a very important aspect of life that makes up a high level of priority for all families. Some families are able to manage their own finances; however, managing wealth can often be difficult for individuals as they may not be educated or familiar with...

June 15, 2023Blogs, Investment, Wealth Management
Read more +
What Type of Retirement Plan Is Best for Self-Employed Workers?​

What Type of Retirement Plan Is Best for Self-Employed Workers?

AFO2023-07-02T13:16:41+00:00

While self-employment provides the freedom and convenience to work however one wants, wherever one wants, and whenever one wants, some challenges and obstacles do present themselves in the form of retirement savings.

June 1, 2023Blogs, Retirement
Read more +
How Financial Advisors Can Help Lottery Winners

How Financial Advisors Can Help Lottery Winners

AFO2023-07-02T13:17:40+00:00

Winning a sum of money through the lottery can be one of the most influential and life-changing moments in an individual’s or family’s lifetime; however, if managed improperly, lottery winnings can turn into a financial curse.

May 16, 2023Blogs, Financial Advisors, Financial Planners
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6 Practical Tips to Find Top-Rated Financial Advisors and Financial Planners

AFO2023-07-02T13:18:10+00:00

Managing money is often one less aspect an individual should be worrying about in their complex daily life. Choosing a financial advisor or financial planner to do the heavy lifting when it comes to managing money can make an individual’s or family’s life a lot easier; however, finding a financial...

May 16, 2023Blogs, Financial Advisors, Financial Planners
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  • 4553 Glencoe Ave, Suite 200, Marina del Rey, CA 90292
    (833) 224-2249
  • 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
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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
  • 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
  • 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