The Arrowroot Approach

Staying on top of the latest tax policies, changes, and opportunities to enhance and preserve your wealth can be challenging. Arrowroot Family Office can take that burden away from you and make your life much easier. Using Arrowroot Family Office, you can draw upon Arrowroot’s deep industry knowledge and broad base of local and global experience. Our dedicated advisers and professionals will work collaboratively with you to provide clear, practical, and tailored tax efficiency and planning advice that can help you achieve the future you envision.

Staying on top of the latest tax changes and opportunities to enhance and preserve your wealth can be a full-time job. We can take that burden away, so you can focus on what's really important.

Tax approach: to ensure that you comply with the rules but only pay your fair share pay the correct amounts in correct locations.

Wealth transition: requires planning to choose the best way to handle the tax burden.

International tax advice: is needed on issues to do with ownership of foreign companies/property or family members living abroad to avoid duplication of tax payment.

Worldwide tax compliance: requires careful and meticulous work in an increasingly complex and technological environment.

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

4553 Glencoe Ave, Suite 201, Marina del Rey, CA 90292
Southern, CA
Charlottesville, VA
Northern, CA
Rochester Hills, MI