From investment management to bookkeeping, we deliver the full suite of family office services to simplify even the most complex financial lives

Service Offering

Experienced Team

The AFO team has over 50 years of combined experience, with diverse financial backgrounds

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Tailored & Transparent

Family Office Services

Arrowroot Family Office provides simple, transparent family office services to today's entrepreneurs, industry leaders and their families

Welcome To

Arrowroot Family Office

Tailored and transparent family office services

Why Arrowroot?

Arrowroot Family Office provides simple, transparent family office services to today's entrepreneurs, industry leaders and their families

Newsletters

Market Update 3/29/2020

In chaos theory, the butterfly effect shows that even a small alteration of status quo can lead to much more significant results. Unfortunately, we are bearing witness to just such event.

Market Update 3/13/2020

The world has found a new foe and it's a virus, not too dissimilar to viruses we have seen beforeand will likely  see again.

Note on the coronavirus

As you are likely aware, the global equity markets have sold off over the last few weeks due to concerns regarding the Coronavirus, in particular it's deadlines and the potential disruptions to the global movement of gooda, services, products and people.

2019 In Review & 2020 Market Outlook

2019 saw record high inflows to bonds. With lowering supply and demand for bonds, this trend will likely reverse in 2020

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.

A firm designed for entrepreneurs,

by entrepreneurs

Trusted Software and Service Providers

Best in Class Investment Managers

We are fiduciaries – we act in your best interest

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.