Concierge support comes up when the administration of wealth starts consuming the time it was supposed to free. Bills across multiple properties and entities. Documents no one can locate when they are needed. The slow accumulation of logistics that no single person owns. The work is not difficult, but it never stops, and it pulls attention from everything else.
Concierge services at Arrowroot Family Office absorb that load into the team already managing the family's finances. Bill payment, document organization, vendor coordination, and the logistics of a complex household get handled by people who understand the full picture. Because the same team runs the tax, estate, and investment work, nothing falls into the gap between advisors. You direct the operation rather than running it.
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Concierge engagements usually begin through an introduction or as part of a broader relationship with the family. The first conversation is about where the administrative load currently sits and what it costs in time and attention. You leave with a clear sense of what handing it off would change.
The administrative landscape comes into view. Properties, entities, recurring obligations, vendors, documents, and the current points of friction all get mapped. The result is one organized picture of everything the family's life quietly requires.
A system for handling the day-to-day gets built around how the family lives. Bill payment, document management, vendor coordination, and reporting get structured so nothing depends on memory. You end with an operation designed to run reliably in the background.
This is the heart of the service. Bills get paid, documents get maintained, vendors get coordinated, and logistics get handled by a team that knows the family and the full picture. The family directs what needs doing rather than tracking whether it got done.
The administrative operation has to adapt as the family changes. New properties, new entities, new members, and shifting needs get absorbed into the same system. The relationship continues so the support stays consistent as life grows more complex.
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Concierge work depends on familiarity. The team handling the family's day-to-day is one that knows the household, the preferences, and the rhythms well enough to act without being asked. That familiarity is what turns a service into a standing part of the family's operation.
Behind the concierge work is the rest of the firm. Tax, estate, investment, and reporting all happen inside one team, so the administrative side and the financial side never lose touch. Concentrated client books keep the people doing the work close enough to the family to anticipate what is coming.
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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