Families building beyond this generation
Complexity at this level isn't a feature of wealth. It's the everyday reality of running it.
The families Arrowroot Family Office is built around are usually managing several things at once: an operating business or interest, real estate beyond a primary residence, trusts that have grown intricate over decades, philanthropy that has taken on its own operational dimension, tax exposure across more than one jurisdiction, and generations of family members at different stages. Running the financial picture has become a job of its own.
Arrowroot Family Office shares the same view of time as their clients. These families are stewarding wealth across decades, not chasing the next quarter. They want growth that compounds patiently, risk taken only where it earns its place, and a senior advisor who measures in generations the way they do.
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The complexity we help families navigate
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What else you should know
Our approach
How the firm works
The convictions we hold, and the structure that delivers on them.
SEE THE APPROACHThe firm behind the practice
The family office practice is one of three at Arrowroot Advisors. 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. See 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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