Charitable giving is one of the best ways to secure a legacy that lasts for generations. The positive impact made by your contributions can also improve your tax position and should be an essential part of estate planning. Plus, a well-planned framework can engage and teach younger generations the importance of community support.
Charitable giving at Arrowroot Family Office is built as a structure that lasts. The vehicle, whether a donor-advised fund, a private foundation, or direct gifting, gets chosen and run with the family's tax and estate picture in view. Because the same team coordinates the giving with everything else, the philanthropy stays efficient and aligned — something the family can pass on.
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Giving conversations often begin through an introduction or as part of a broader relationship with the family. The first discussion is about what the family wants the giving to accomplish and where the current approach falls short. You leave with a clear view of what a real structure could change.
The family's giving comes into view alongside the rest of the picture. Existing vehicles, assets, tax positions, and the family's intentions for the philanthropy all get mapped. The result is a clear understanding of what the giving is for and how it currently functions.
A giving framework gets built around the family's intentions and coordinated with the tax and estate work. The vehicle, the funding strategy, the timing, and the family's role in decisions get designed together. You end with a structure that makes the giving both efficient and durable.
Structured giving needs ongoing administration. At Arrowroot, contributions get timed, grants get managed, the vehicle gets maintained, and the giving gets coordinated with the family's tax position through the year. The family directs the philanthropy rather than administering it.
Giving is one of the clearest things a family passes down. The framework carries the philanthropy across generations, brings younger members into the decisions, and adapts as the family's intentions evolve. The relationship continues so the giving endures beyond the people who began it.
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Philanthropy is personal, and the people running it should understand what the family means by it. The senior advisor coordinating your giving is the one who knows the family's intentions and the rest of its financial life, not a specialist brought in for philanthropy alone. That understanding is what keeps the giving true to its purpose over time.
Behind that advisor is the rest of the firm. Tax strategy, estate planning, and next generation planning all happen inside one team, so the giving stays aligned with everything it touches. Concentrated client books keep the advisor close enough to the family to help the philanthropy grow with it.
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.
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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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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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