Arrowroot Family Office Group
A Modern Family Office for Those Who’ve Outgrown Traditional Wealth Management
Arrowroot Family Office Group
A Modern Family Office for Those Who’ve Outgrown Traditional Wealth Management
Arrowroot Family Office Group is a bespoke family office platform designed for founders, families, and institutions with $40M to $1B in liquid assets. We offer a modern alternative to both traditional multi-family offices and internal teams—delivering embedded, transparent, and conflict-free financial stewardship.
Let’s build your next chapter. Because managing wealth is about more than performance—it’s about people, purpose, and legacy.
Quantitative Services
Asset Selection / Allocation
We serve as a conflict-free investment office. From evaluating fund managers to analyzing direct investments and secondaries, we apply institutional-grade diligence on your behalf. With open architecture and no in-house product, our only incentive is your outcome.
Hedging
We help protect your capital from major drawdowns—using customized hedging strategies tailored to your family’s risk profile, tax posture, and growth goals.
Tax Optimization
Tax strategy shouldn’t be an afterthought. We implement proactive, multi-layered tax planning—from harvesting losses and deferring gains to optimizing trust structures and maximizing deductions.
Estate Structuring
Our estate planning approach integrates wealth preservation, philanthropic goals, and generational readiness. We help you evaluate and implement advanced strategies—like dynasty trusts, GRATs, and FLPs
Direct Deal Underwriting
We don’t just source deals—we pressure test them. From diligence to deal terms to strategic fit, we act as your co-investment underwriter, not a deal promoter.
Family Governance & Transition Planning
We work with multi-generational families to create tailored governance frameworks and thoughtful succession strategies that ensure clarity, cohesion, and continuity, – from family mission alignment to leadership transition—so your legacy thrives for generations to come.
CFO Services
Acting as your embedded family CFO, we oversee liquidity, cash flow, and consolidated reporting—freeing your family to focus on your mission.
Compelling Fee Structure
We are committed to transparency and alignment with our clients’ interests. Our fee structure reflects this commitment, offering competitive pricing with no hidden charges, ensuring you know exactly what you’re paying for.
Over 100 years of combined experience at
Over 100 years of combined experience at
Qualitative Services
Family Governance
We help families establish decision-making structures, family councils, and mission statements that align values and reduce conflict. The result: smoother transitions, fewer surprises, and stronger alignment between generations
Transition Planning
Seamlessly navigate the complexities of wealth transition with our expert planning services. We ensure your family is prepared to pass on its legacy efficiently and with minimal disruption.
Coaching
Empower the next generation with personalized coaching services designed to develop financial acumen, leadership skills, and a shared vision for the future.
M&A Advisory
Leverage our expertise in mergers and acquisitions to identify, evaluate, and execute opportunities that enhance your family’s wealth and business operations.
Philanthropy
Your legacy goes beyond wealth. Whether through donor-advised funds, private foundations, or strategic grants, we help families give with purpose—integrating tax benefits with meaningful, measurable impact.
Sourcing and Coordinating
We take the complexity out of managing wealth by sourcing and coordinating top-tier service providers, including estate planners, tax advisors, accountants, and technology specialists. Our extensive network ensures you have access to the best resources, allowing you to focus on what matters most while we handle the logistics.
Dedicated Service Team
Experience unmatched service with a team dedicated to understanding and addressing your family’s needs. From strategic planning to day-to-day management, we provide support tailored to your goals.
Meet Your Team
Rob Santos
Chief Executive Officer
Irene Apergis
COO & Compliance Officer
Mark McCarron
Partner, Managing Director
Legal Disclosures
The information in this website is made available for informational purposes only. None of the information contained in this website constitutes a solicitation or offer by Arrowroot Family Office LLC to buy or sell any securities or other financial instruments or provide any investment advice. The information in this website is limited to the dissemination of general information regarding products and services. The information and services provided in this website are not provided to and may not be used by any person or entity in any jurisdiction where the provision or use thereof would be contrary to applicable laws, rules or regulations of any governmental authority or regulatory or self-regulatory organization or clearing organization or where Arrowroot Family Office LLC is not authorized to provide such information or services. Some products and services described in this website may not be available in all jurisdictions or to all clients.
For any questions regarding terms and conditions of this website, please contact Arrowroot Family Office LLC.
email: info@arrowrootfamilyoffice.com
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