Case Study

Arrowroot Family Office

Arrowroot Family Office sought to expand their service model to include access to insurance products and services.

Arrowroot Family Office was designed with the goal of providing the family office approach to holistic wealth management—regardless of the size of a client’s net worth. With a deep belief in the transformative power of technology, the principals and staff of Arrowroot leverage their cutting-edge technology suite to provide the highest level of service, transparency, and value to clients.

One key area that Arrowroot has innovated upon as an independent RIA firm is providing advice and access to insurance products and services. Due to regulatory issues, this approach typically had to be done through broker-dealers and separate insurance companies. To streamline this process, Arrowroot has successfully partnered with the Black Diamond® Wealth Platform and the Advent Insurance Marketplace Powered by DPL.

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Case Study
Arrowroot Family Office