Arrowroot Family Office

Overview

Arrowroot Family Office is a multi-family office headquartered in Marina del Rey, California, offering comprehensive wealth management services to affluent families and entrepreneurs. The firm specializes in investment management, retirement planning, tax planning, estate planning, and more, aiming to provide holistic financial solutions regardless of a client's net worth. As fiduciaries, they prioritize acting in the best interest of their clients, ensuring transparency and trust in all financial dealings. The firm's approach is characterized by a team-based methodology, assigning dedicated teams to clients based on their specific financial planning needs and goals. They emphasize the use of cutting-edge technology to monitor financials, providing clients with real-time insights into their financial status. Arrowroot Family Office operates without account minimums, offering high-quality service and advice to clients of all asset sizes. Their offices are located in Southern California, Northern California, Michigan, Virginia, and Washington State, reflecting their broad geographical presence. With over 100 years of combined experience, the firm's leadership includes professionals like Rob Santos, the CEO, who founded Arrowroot Family Office in 2013. The team comprises experts in various financial domains, including tax, cash flow, and retirement planning, all committed to educating clients and empowering them to make informed financial decisions. Their investment philosophy focuses on building and sustaining wealth for current and future generations, ensuring a lasting legacy for their clients.

Investment Focus

• High net worth individuals
• Entrepreneurs
• Families seeking comprehensive wealth management

Portfolio Companies