The Arrowroot Approach
Every family is different because every family member is different. AFO brings families together, fosters a neutral environment for trusting dialogue, and guides intergenerational unity.
Family continuity: we help family members to transfer wealth and plan the continuation of the family business.
Generational wealth planning: we help prepare the next generation to take control of the family business and/or family wealth.
Family business governance: we set up and manage robust processes that guide the family in their dealings with one another and with third parties.
Trust planning: a (family) trust could be the perfect choice when looking towards the future and thinking about the best way to safeguard and share your wealth.
Day by day support: we can help you to manage all the problems that might crop up and to resolve any disputes.
Facilitation: we can draw up agendas and attend family meetings to check that all of the family’s objectives are being met.
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