Stewardship that holds the whole picture
A financial life this connected only works when the parts are held by one set of hands.
A family whose wealth touches multiple entities, generations, and practices has a financial life that no single specialist can hold. The work that matters most happens between the silos: a business decision that reaches the estate plan, a philanthropic move that intersects the portfolio, a generational handoff that involves the tax structure and the family conversation at once. These moments require one set of hands across the whole picture, not coordination after the fact.
Arrowroot Family Office is built for those moments. The firm is an independent fiduciary. Tax, investments, estate, business interests, philanthropy, and family governance all happen inside one team. The senior advisor the family meets in the first conversation is the senior advisor running the work decades on. The human realities around significant wealth are part of the work, not something to manage around.
What we hold to, and what holds it up
Arrowroot Family Office operates as an independent fiduciary. Compensation comes only through advisory fees paid by the family directly, with no proprietary products, custodian incentives, or third-party arrangements influencing what gets recommended. Every move the family considers reflects the situation in front of it.
Tax, investments, estate, business interests, philanthropy, and family governance all happen inside one team. The work between the silos, where the most consequential decisions tend to live, gets done by people who can see the full picture at once. A decision about a business sale reaches the estate plan and the tax window in the same conversation, and a philanthropic move reaches the portfolio and the trust structure before anything is committed.
Senior advisors at Arrowroot Family Office keep concentrated client books. The senior advisor(s) the family meets in the first conversation is the senior advisor running the work in year ten and year twenty-five. The family deals with the person who already knows the picture, and that person stays close enough to anticipate what the picture needs next.
Wealth at this scale carries weight that's never only financial. Often there's generational transfer, sibling dynamics, founding stories, and conversations families struggle to start on their own. Arrowroot Family Office treats these realities as part of the work. Family governance, next-generation preparation, and the human moments around money get the same seriousness as the portfolio, and they get handled by the same senior advisor.
What else you should know
Who we serve
Whether this fits the family
The situations the practice is built around, and the families bringing them.
See the situationsThe firm behind the practice
The family office practice is one of three at Arrowroot. A wealth advisory practice serves the broader stage of financial life; a business advisory practice serves operating business owners.
All three work from the same fiduciary structure, the same single-source approach, and the same conviction that senior advisors should do the work.
Follow the link below to learn how the practices connect and the principles that hold all three together.
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.
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