Your financial world coordinated for the future
Holding the picture across decades and generations
At Arrowroot Family Office, the work happens inside one team. A business interest decision moves through the tax strategy and the estate plan in the same conversation. A philanthropic shift reaches the portfolio and the trust structure before anything is committed. A generational handoff is coordinated across governance, capital structure, and the family conversation itself. The work compounds the longer the relationship runs, and it carries across generations when the time comes.
How it all connects
Family Retreats
Business Succession
CFO Services
Next Generation Planning
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Concierge Services
Charitable Giving
Investment Management
Risk Management
Tax Strategy
Estate Planning
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Family Retreats
Works in concert with governance and next generation planning, giving the structure a place to come alive in person. A retreat turns the framework into a conversation the whole family takes part in, away from the day-to-day. What surfaces there feeds directly into the decisions the family makes in the year that follows.
Business Succession
Connects the operating company to the personal financial life it eventually funds. Succession is rarely a single event, and the years around it carry tax, estate, and liquidity decisions that compound. The framework coordinates the company side and the family side so the handoff happens on the family's terms.
CFO Services
Touches the family's businesses, cash flow, and reporting at the operational level. Daily financial oversight is where small issues either get caught early or quietly compound. The framework keeps the operating numbers connected to the family's longer financial picture.
Concierge Services
Carries the administrative weight that complex financial lives generate. Bill payment, document management, and the logistics of multiple properties and entities take real time and attention. The framework absorbs that load so the family directs the operation rather than running it.
Investment Management
Anchored to the obligations the portfolio has to meet across the family's lifetime. Holdings fund retirement income, gifting, philanthropy, and the unexpected on schedules that match real life. Risk gets calibrated to the work the money has to do, and tax runs through every position.
Estate Planning
Touches every other practice the moment something changes. Estate structures only work if the tax, investment, and ownership positions behind them stay aligned. The framework keeps documents and entities current as the family and the assets shift.
Tax Strategy
Threads through every investment decision, every entity, and every estate document. Tax efficiency at this level depends on timing and coordination as much as the individual choice. The framework is built so the math holds up across decades rather than a single filing year.
Risk Management
Protects what the family has built when something goes wrong. Coverage and exposure get sized to the real picture across businesses, properties, dependents, and estate liquidity. The framework keeps protection matched to the situation as obligations change.
Charitable Giving
Connects the family's philanthropy to its tax position, its estate plan, and the next generation. The structures built around giving outlast the impulses that began it. The framework keeps the giving coordinated with everything else rather than left to the side.
Next Generation Planning
Pairs with family governance and estate planning to prepare the people who will inherit. Readiness is built over years, through gradual involvement rather than a single handoff. The framework brings the next generation in on a cadence that respects where they are.
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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