Wealth Strategy & Reporting

Unlock your financial potential with our comprehensive wealth strategy and reporting services.

The Arrowroot Approach

Wealth strategy and management can be extremely complex and hard to evaluate all on your own, adding unnecessary stress and complexity to your daily life. 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 wealth strategy and management advice that can help you achieve the future you envision.

Wealth Strategy

Arrowroot Family Office, supported by its dedicated professionals and its wealth monitoring and reporting tools, provides independent and objective analysis of investment performance based on a fee-for-service remuneration

Independent wealth analysis: allows you to make decisions and fine tune on the basis of independent and objective analysis that also leverages our monitoring and reporting tools.

Implication analysis and buy-side strategy: to ensure you consider your ownership structure and all the tax implications before you invest.

Risk overview: for risk assessment and asset protection supported by consolidated reporting.

Cash flow budgeting: for cash flow projections and management.

Wealth Reporting

Having accurate details of the entire family fortune is essential to forward planning and strategy.

Asset consolidation: to have a bird’s eye view of the family’s assets, as well as personalized reporting, is an added value – and not an insignificant one.

Advanced management systems: real-time valuation of your total portfolio can be achieved by aggregating accounts held with numerous financial intermediaries.

Performance analysis: we can provide a detailed performance report by aggregating various clusters (analysis by asset class, security, business sector, country, etc.).

Analysis of management costs: we can independently analyze banking fees and taxes on assets – it’s important for you to have a full and accurate picture of your investments.

Risk assessment: a complete risk assessment is an essential part of evaluating and verifying the quality of your investments.

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.

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.