© 2017 by Arrowroot Family Office, LLC. 

Our Approach

OUR SERVICES

Our model integrates the management of assets, liabilities and cash flows into one singular viewpoint providing greater transparency, efficiency, and control

Cash Flow Planning

Evaluate income and expenses and plan for the sale of a business, real estate or other asset through a variety of scenarios

Estate & Tax Planning

Legacy planning* for the next generation and beyond via tax-efficient estate and charitable giving strategies

Tax planning* strategies to minimize & defer taxes

Investment Management

Investment management services are designed to capture the most efficient risk-adjusted returns after controlling for taxes and fees

Business Management

Full service business management ensures seamless coordination of  personal and entity-level accounting, bookkeeping, payroll, and compliance

*We do not offer full-scale tax or legal services, but work with the appropriate legal or accounting counterpart to service these needs

Investment Approach

From broad asset classes we hand-pick the best-in-class instruments to create a diversified portfolio that is tax-efficient and maintains your desired risk tolerance

Macroeconomic Outlook

We are always mindful of the current economic situation from a global and individual country perspective. This combined with our assessment of the progress of the current business cycle informs our investment decisions

Sector Dynamics

Each sector has its own internal dynamics - such as stability, structure, and profitability - that influence short-term and long-term returns

Geographic Trends

Given our investment in domestic and international markets, we incorporate geographic trends, including region-level valuations and geopolitical developments, into our investment theses  

Individual Securities

Fundamental research and reviews by our investment committee precede any individual security purchase

 

Planning Process

We are dedicated to developing and implementing the mix of equity, fixed income, and alternative investments that suits your risk profile

Baseline Analysis

We are committed to understanding your unique financial situation and what's important to you, so we can develop a plan to helps you reach your goals

Thoughtful Implementation 

We use a combination of stocks, ETFs, mutual funds, bonds and alternative investments  to maximize returns after taxes and fees 

Custom Strategy

We design a custom asset allocation and financial plan with your risk tolerance and time horizon in mind

Ongoing Monitoring

As your financial situation changes so does your financial plan. We regularly review your financial status to make sure your plan keeps up with your changing lifestyle 

 

Insurance Services

We provide assistance in life insurance case design and analysis

Specialization

We focus on the issues that affect ownership transition, value realization, management and structure of closely held businesses

100 Wilshire Blvd. Suite 1755

Santa Monica, CA 90401

(310) 341-4774

info@arrowrootfamilyoffice.com

We respect your privacy.