Unlock the Power of Growth and Success with Arrowroot Family Office
Are you a Registered Investment Advisor (RIA) seeking to take your business to new heights or a succession plan? Look no further! Arrowroot Family Office is the ultimate solution you’ve been searching for. We specialize in empowering RIAs like you, providing the tools, resources, and support you need to thrive in today’s competitive market.
Why Choose Arrowroot?
Unparalleled Expertise
With decades of industry experience, we have developed a deep understanding of the unique challenges faced by RIAs. Our team of seasoned professionals is dedicated to helping you navigate the ever-evolving landscape of the financial services industry.
Cutting-Edge Technology
Stay ahead of the curve with our state-of-the-art technology solutions tailored specifically for RIAs. We offer an integrated platform that streamlines your operations, enhances client experience, and maximizes efficiency, allowing you to focus on what you do best: serving your clients.
Comprehensive Support
We believe that your success is our success. That’s why we provide comprehensive operational support at every step of the way. From personalized training sessions to ongoing support and guidance from our dedicated team, we ensure you have the resources and assistance you need to reach your goals.
We are employee-owned
Unlike many investment advisory firms, we are not beholden to private equity owners or shareholders who are solely focused on profits.
Regulatory Compliance Made Easy
Navigating the complex world of regulations can be daunting. We’ve got you covered. Our compliance experts stay up-to-date with the latest industry guidelines, ensuring that you remain in full compliance and minimize any associated risks.
Competitive Strcutures
We understand that every penny counts when it comes to running or selling your business. That’s why we offer competitive valuation and structured packages that provide you peace of mind, flexibility and peace of mind. Let us help you optimize the next chapter of your professional life.
Recent events
July Mountainside Chat – Emerging Trends in Multi-family Investing
The online round table discussion features three leaders in the fields of Real Estate and Family Office investing: Rob Santos, CEO of Arrowroot Family Office, Casey Lynch, CEO of Roundhouse, and Benjamin Orze, CFO of Fox Hollow Ventures. The discussion will focus on a variety of topics relating to the macro-economy, capital markets, real estate, and investing …
Don’t miss out on this incredible opportunity to take your RIA business to the next level. Join forces with Arrowroot] and experience the difference of a trusted partner dedicated to your success. Whether you’re an established RIA or just starting out, our tailored solutions will elevate your practice and unlock a world of growth potential.
Take the first step towards a brighter future by contacting us today. Simply fill out the form below, and one of our representatives will be in touch to discuss how Arrowroot can transform your RIA business.
M&A
Whether you are looking to sell your practice or merge with a new firm, we have experience working with other RIA business owners on structuring a deal that speaks to the goals of the advisors and their clients.
Succession Planning
Looking to continue to retire but unclear on timing? We’ve worked with numerous advisors on structuring and solidifying a succession plan that provides peace of mind to you and your clients and flexibility on timing.
Join as an Advisor
Whether you are looking to sell your practice or merge with a new firm, we have experience working with other RIA business owners on structuring a deal that speaks to the goals of the advisors and their clients.
Discover the power of partnership and fuel your growth with Arrowroot Family Office today. Let us be the catalyst for your success. Together, we’ll achieve extraordinary results!
