The Arrowroot Approach
For most high net worth families philanthropy is a core value. Arrowroot Family Office will help craft a strategy, structure, process and metrics to help you make sure the assets you provide have the impact you desire, leaving a legacy for generations to come.
Establishing a family foundation: foundations and non-profit organizations can be an important goal for high net worth families who value altruism.
Foundation strategy, structuring and planning: deciding a strategy, and structuring and planning the foundation, are key steps towards your goals.
Donation impact: through proper preparation and/or monitoring we help you make sure that your donation has the impact you desire.
Our Multi Family Office Services
Family businesses are unique. Surrounding each decision you take, there are strong family values that often make the path difficult.
Arrowroot Family Office understands the dynamics of a successful business and will work with you to provide tailored advice.
And it’s not just about business – we’ll support every member of your family at every stage of their lives.
Our Client Approach
Arrowroot Family Office will provide you or your family with multiple services. Right from the first meeting, you will receive clear advice. If, after meeting us, you would like to start this journey together, we will propose a detailed and tailored work plan.
Helping you achieve your evolving financial objectives