Arrowroot Family Office

Rob Santos is the CEO of Arrowroot Family Office. To contact Rob Santos email at [email protected], [email protected] or [email protected]. Or you may call +1.3107804445 or 310-341-4774

The decision makers in Arrowroot Family Office are Ben Porras, Cassandra Barry, Daniel Casey, etc. Click to Find Arrowroot Family Office decision makers emails.

Arrowroot Family Office offers a comprehensive range of services tailored to high-net-worth families and individuals. These services include investment management, financial planning, estate planning, tax optimization, philanthropy advisory, and risk management. The firm focuses on creating personalized strategies that align with the unique goals and values of each family, ensuring long-term wealth preservation and growth.

Arrowroot Family Office employs a disciplined and strategic approach to investment management. The firm conducts thorough market research and analysis to identify opportunities across various asset classes. They emphasize diversification and risk management, tailoring investment portfolios to meet the specific objectives and risk tolerance of each family. Regular performance reviews and adjustments are made to ensure alignment with changing market conditions and family goals.

Arrowroot Family Office specializes in a variety of industries, including technology, real estate, healthcare, and consumer goods. The firm leverages its extensive network and industry expertise to provide insights and opportunities for families invested in these sectors. By staying informed about industry trends and developments, Arrowroot helps clients navigate their investments effectively and capitalize on emerging opportunities.

Yes, Arrowroot Family Office provides comprehensive estate planning services. The firm works closely with families to develop strategies that ensure the smooth transfer of wealth across generations while minimizing tax liabilities. This includes the establishment of trusts, wills, and other legal instruments, as well as guidance on charitable giving and family governance. Their goal is to create a lasting legacy that reflects the family's values and aspirations.

Arrowroot Family Office offers philanthropy advisory services to help families define their charitable goals and develop effective giving strategies. The firm assists in identifying causes that align with the family's values, evaluating potential charitable organizations, and structuring donations for maximum impact. They also provide guidance on establishing foundations or donor-advised funds, ensuring that philanthropic efforts are both meaningful and tax-efficient.

The process for becoming a client of Arrowroot Family Office typically begins with an initial consultation to understand the family's financial situation, goals, and values. Following this, a customized proposal is developed outlining the recommended services and strategies. Once the family agrees to the proposal, a formal engagement is established, and the Arrowroot team begins implementing the agreed-upon strategies. Ongoing communication and regular reviews ensure that the family's needs are continually met.