Great Life Investing and Arrowroot Family Office are Merging
Over 100 years of combined experience at
About our Tacoma, Washington Office
We are excited to offer more in-depth planning and strategies for clients after this merger, while continuing to provide the best possible service to all of you.
Cultivate your financial potential with the expertise of our skilled advisors. Partner with us to ensure the protection and growth of your wealth for a secure future.
ARROWROOT FAMILY OFFICE SERVICES
Frequently Asked Questions
Why are Arrowroot Family Office and Great Life Investing LLC merging?
The merger of Arrowroot Family Office and Great Life Investing LLC is a strategic decision aimed at combining our strengths and expertise to enhance the range of services we offer to our clients. By joining forces, we create a more robust and comprehensive family office that can better meet the evolving needs of high-net-worth families and individuals.
Will there be any changes to the services provided to clients?
Our commitment is to provide uninterrupted and enhanced services to our clients. While the merger allows us to expand our service offerings, our focus remains on delivering the same level of personalized and expert wealth management services that both Arrowroot Family Office and Great Life Investing LLC have been known for.
How will the merger impact current clients?
Existing clients can expect a seamless transition. They will be introduced to their dedicated advisory teams, and our priority is to ensure continuity in service. We are committed to maintaining open communication throughout the process to address any questions or concerns.
How will the merger impact employees of Arrowroot Family Office and Great Life Investing LLC?
The merger is expected to create new opportunities for professional growth and development for employees from firms. We are dedicated to fostering a positive and collaborative work environment for our expanded team.
How will the merger impact the fees and pricing structure for clients?
There are no changes to existing fee and pricing structures. We remain committed to providing transparent and fair pricing for our services.
What steps are being taken to ensure a smooth transition for clients during the merger?
We have a dedicated transition team in place to manage the integration process and ensure minimal disruption for clients. Clients will be introduced to their new operation teams, and communication channels will remain open for any questions or concerns.
How can clients and stakeholders stay informed about updates related to the merger?
Clients and stakeholders can stay informed through regular updates on our website. Additionally, our client service teams are available to address any inquiries, and we encourage following our official social media channels for real-time updates.
I wanted to create a firm where the lifestyle of my clients is the only priority.
Crystal McMahon
Managing Director