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  • Home
  • Services
    • Multi Family Office Services
      • Accounting
      • Tax Efficiency
      • M&A Advisory
      • Wealth Strategy
      • Family Governance
      • Philanthropic Initiatives
    • Wealth Management Services
      • Investment Management
      • Individual Retirement Account (IRA)
      • 529 Plan
      • Corporate Retirement Plan
    • Financial Planning Services
      • Financial Planning
      • Retirement Planning
      • Estate Planning
      • Tax Planning
    • GUIDELINES TO FINANCIAL FREEDOM

  • Offices
    • Southern California
    • Northern California
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Trust and Estate Planning: All You Need to Know​

Trust and Estate Planning: All You Need to Know

AFO2023-01-17T08:00:12+00:00

Trust and Estate Planning: All You Need to Know Estate planning is the process of creating a comprehensive plan that designates who will receive one's estate and assets and who will be in charge of one's responsibilities after death. It goes beyond the fundamentals of a will and involves more specific...

January 16, 2023Blogs, Family Office, Financial Advisors, Financial Planners, Wealth Management
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Top 10 Best Wealth Management Books to Read in 2023​

Top 10 Wealth Management Books to Read in 2023

AFO2022-12-11T05:28:05+00:00

Top 10 Wealth Management Books to Read in 2023 The field of wealth management is broad, yet the services that wealth managers provide are niche and unique for each specific affluent client. Wealth managers combine investment advisory services to address the investment needs of families. Wealth managers need to be familiar...

December 6, 2022Financial Advisors, Financial Planners, Wealth Management
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8 Reasons Why You Need an Experienced Financial Planner

8 Reasons Why You Need an Experienced Financial Planner

AFO2022-12-06T13:53:31+00:00

8 Reasons Why You Need an Experienced Financial Planner A financial planner is an important advisor who provides various financial services for a client with the goal of helping them manage their money to reach long-term financial health and retirement. While achieving these goals is difficult but possible on one's lonesome,...

December 6, 2022Family Office, Financial Advisors, Financial Planners
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How to Choose the Most Suitable Family Office Firm?

AFO2022-11-15T07:45:41+00:00

How to Choose a Family Office That Is Right Fit for You​ In recent years, the growth and popularity of family offices have skyrocketed, with many high-network families switching over from traditional wealth management services. In the past specialized financial service providers that focused on scattered key aspects of an individual's...

November 8, 2022Family Office, Financial Planners, What are the Wealthy investing in?
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Financial Planner: Definition, Roles, Types and FAQs​

Financial Planner: Definition, Roles, Types and FAQs​

AFO2022-11-07T18:46:11+00:00

Financial Planner: Definition, Roles, Types and FAQs A financial planner is an advisor that works with clients to help them manage their finances and reach their long-term financial and retirement goals. A financial planner will take inventory of your finances and creates a plan that outlines recommendations on how to best...

September 7, 2022Financial Planners
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What Are Fee-only Financial Planners?

AFO2022-07-20T12:51:44+00:00

Fee-only financial planners do not receive any sort of commission for recommending or selling you various products. This is beneficial because

May 3, 2021Financial Planners
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  • 4553 Glencoe Ave, Suite 201, Marina del Rey, CA 90292
    (310)566-5865
  • 2 Boars Head Ln, Suite 110, Charlottesville, VA 22903
    (626) 712-2090
  • 1264 Hawks Flight Ct Suite 290, El Dorado Hills, CA 95762
    (916) 384-0050
  • 725 Barclay Circle, Suite 215, Rochester Hills, MI 48307
    (248) 453-5252
  • Investment Management
  • 529 Plan
  • IRA
  • 403(b)
  • 401(k)
  • Corporate retirement
  • Retirement Planning
  • Tax Planning
  • Estate Planning
  • Financial Planning
  • M&A Mergers
  • Arrowroot Capital
  • CPA Partnership
  • Press Releases
  • Careers
  • Blogs
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.

Form ADV Part 1.pdf

Form ADV Part 2.pdf

Form CRS

    Terms & Condition | Privacy Policy | Web Accessibility

Copyright © 2022 Arrowroot Family Office – All rights reserved.

Services

Links

  • 4553 Glencoe Ave, Suite 201, Marina del Rey, CA 90292
    (310)566-5865
  • 2 Boars Head Ln, Suite 110, Charlottesville, VA 22903
    (626) 712-2090
  • 1264 Hawks Flight Ct Suite 290, El Dorado Hills, CA 95762
    (916) 384-0050
  • 705 Barclay Circle, Suite 215, Rochester Hills, MI 48307
    (248) 453-5252
  • Investment Management
  • 529 Plan
  • IRA
  • 403(b)
  • 401(k)
  • Corporate retirement
  • Retirement Planning
  • Tax Planning
  • Estate Planning
  • Financial Planning
  • M&A Mergers
  • Arrowroot Capital
  • CPA Partnership
  • Press Releases
  • Careers
  • Blogs

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.

Form ADV Part 1.pdf

Form CRS

Form ADV Part 2.pdf

    Terms & Condition | Privacy Policy | Web Accessibility

Copyright © 2022 Arrowroot Family Office – All rights reserved.

  • 4553 Glencoe Ave, Suite 201, Marina del Rey, CA 90292
    (310)566-5865
  • 2 Boars Head Ln, Suite 110, Charlottesville, VA 22903
    (626) 712-2090
  • 1264 Hawks Flight Ct Suite 290, El Dorado Hills, CA 95762
    (916) 384-0050
  • 705 Barclay Circle, Suite 215, Rochester Hills, MI 48307
    (248) 453-5252

Services

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

Links

  • M&A Mergers
  • Arrowroot Capital
  • CPA Partnership
  • Press Releases
  • Careers
  • Blogs

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.

Form ADV Part 1.pdf

Form ADV Part 2.pdf

Form CRS

    Terms & Condition | Privacy Policy | Web Accessibility

Copyright © 2022 Arrowroot Family Office – All rights reserved.

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