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Tailored and transparent family office services
Historically, a “family office” was created as a turnkey solution to outsource the complex investment and financial lives for some of the wealthiest families in the world. Arrowroot Family Office was designed with the goal of providing the family office approach to holistic wealth management regardless of the size of a client’s net worth.
With a deep belief in the transformative power of technology, the principals and staff of Arrowroot leverage its cutting edge technology suite to provide the highest level of service, transparency and value to its clients.
Leveraging our suite of software and our open investment architecture, we invest with best in class investment managers.
Nobody knows where markets will be in the next 6 months, 5 years or 25 years, but constructing a prudent portfolio alongside best in class managers focusing on the elements of investing that we can control – fees, behavior and taxes, best prepares us for whatever comes our way.