Building your wealth was just the beginning
The full picture aligned.
Stability across generations.
Your wealth has reached a scale where the questions get harder, and the people you rely on for answers matter more than ever.
You're not just managing money. You're managing business obligations, family dynamics, charitable commitments, and the responsibility of deciding what your wealth becomes.
Arrowroot Family Office serves families whose financial world has outgrown conventional advice. We coordinate investments, tax, estate, philanthropy, and the operational work of a financial life that runs like an enterprise. We take in the full picture, see how it is all connected, and help you carry the weight of getting it right.
Everything your wealth touches, managed as one.
Running the whole picture
At this scale, the hardest problem is that everything is connected. We see the whole picture and simplify the complex so no decision is made in isolation.
We serve founders who have exited, families with generational wealth, and households whose financial life now runs like an enterprise.
Institutional-grade management across every entity, trust, and account, structured around your family's goals rather than a single benchmark.
Executive CFO reporting and strategy for your businesses, holding companies, and entities.
Lifestyle and household management that takes the operational load off your plate.
Protecting wealth
For families with operating businesses, concentrated positions, and assets across multiple jurisdictions. The risks at this scale are quieter than they were on the way up, and the consequences of getting them wrong are larger.
We coordinate the structures, the coverage, and the documents so the wealth holds through tax events, transitions, and the things nobody plans for.
Tax decisions handled alongside estate structure and entity design, so a choice in one place does not create a problem in another.
Property, liability, life, and umbrella structured for the scale of what you own, with the gaps most policies leave addressed before they matter.
Trust architecture, gifting strategy, and entity design built to carry intentions through generations and through the tax code as it changes.
Preparing the next generation
The hardest part of generational wealth is not the structures. It is whether the people inheriting them are ready to make decisions with the weight that comes attached.
We work alongside families to build the readiness, the language, and the governance that lets the next generation step into responsibility on their own terms.
Financial education, decision-making practice, and the conversations that prepare adult children for what comes with the wealth.
Family councils, charters, and decision rights that turn shared wealth into a shared framework rather than a recurring conflict.
Facilitated gatherings where the family addresses the conversations that get postponed in the rhythm of everyday life.
Defining your legacy
At some point, the question shifts from how the wealth grows to what it is for. Philanthropy, the businesses you built, the institutions you support, and the values that travel with the money all need their own architecture.
We help families turn intention into structure, so what the wealth stands for outlasts the person who built it.
Donor-advised funds, private foundations, and charitable trusts designed to carry your giving with the same rigor as the rest of the financial life.
Succession planning for closely held businesses, family operating companies, and the entities that became part of the family identity.
Working through the values, priorities, and shared definition of legacy that turns inherited wealth into something the family chooses to carry forward.
.png)
.svg)
The work and how it is different
Genuine independence
Genuine independence
We hold no product affiliations, no hidden fees, and no commissions. When we recommend a move, it is because it is right for your family.
.png)
The full picture
The full picture
Investments, tax, estate, the operating businesses, and the governance that holds the family together, managed as one. One team sees how every part affects every other.
Senior advisor work
Senior advisor work
The advisor you hired is the person you work with. We keep client relationships concentrated, so your advisor knows the details, takes your call, and stays close as you navigate change.
Managing the human side
Managing the human side
The hardest parts of wealth are rarely financial. We guide the emotional side directly, because it is often what determines whether a legacy survives the next generation.
Global vision.
National footprint.
Local expertise.
Find an advisor with perspective on global markets, the capabilities of a national framework, and guidance shaped by local dynamics.
Across six offices, the Arrowroot team moves as one so every client shares the same access to firm resources and expertise.
Rob works with founders, executives, and families navigating concentrated wealth, business exits, and generational planning. He founded Arrowroot in 2013 and leads the firm from Southern California.
Cassandra works with clients on retirement planning and Medicare strategy, with deep expertise in healthcare cost planning and the tradeoffs that shape later-life decisions. She is a licensed insurance agent with more than 12 years in financial services.
Crystal works with individuals, families, and business owners on financial planning, investment management, and tax strategy. She is a CFP® and IRS Enrolled Agent with over two decades of experience.
Irene oversees operations and regulatory compliance across the firm. She brings more than 22 years of financial services experience across investments, capital markets, operations, management, and sales.
Mark works with families and business owners on financial planning, portfolio management, and tax strategy, with a particular focus on cash flow and long-range projections. He is a CFP® and IRS Enrolled Agent.
Diane works with individuals, families, executives, and retirees on retirement planning, investment strategy, and long-term wealth management. She is an Accredited Investment Fiduciary® with over 30 years of experience.
.avif)
Perspective on the decisions facing families like yours
.jpg)
.png)
.png)
Start a conversation
Most of our relationships begin with an introduction. If you've been sent our way, or you've simply decided it's time, this is where to reach us.
