ABOUT US

WE CAN HELP YOU GROW YOUR BUSINESS

Leverage our years of experience to help provide clients with greater peace of mind
At Arrowroot Family Office, we have had years of experience serving individuals, businesses, and families with a variety of financial services, and through that time, we realized there is a disconnect between CPAs and Financial Advisors when serving the needs of a client. Our program was born to help accountants, CPAs, and financial advisors work together to provide clients with greater transparency and more value. We are on a mission to connect these two professions and provide clients with peace of mind knowing their financial lives are secure.

ABOUT US

WE CAN HELP YOU GROW YOUR BUSINESS

Leverage our years of experience to help provide clients with greater peace of mind

ABOUT US

WE CAN HELP YOU GROW YOUR BUSINESS

Leverage our years of experience to help provide clients with greater peace of mind
At Arrowroot Family Office, we have had years of experience serving individuals, businesses, and families with a variety of financial services, and through that time, we realized there is a disconnect between CPAs and Financial Advisors when serving the needs of a client. Our program was born to help accountants, CPAs, and financial advisors work together to provide clients with greater transparency and more value. We are on a mission to connect these two professions and provide clients with peace of mind knowing their financial lives are secure.

OVER 100 YEARS OF COMBINED EXPERIENCE, WITH DIVERSE FINANCIAL BACKGROUND

Rob santos

Founder

Rory Henry

Co-Founder

Daniel Casey

Vice President

Diane Young

Managing Director

Ben Porras
Managing Director
Mark McCarron

Managing Director

Ramtin Khah
Director of Marketing
Irene Apergis

COO & CFO

OUR IDENTITY

AFO Wealth Management Forward was founded by professionals with diverse backgrounds and tenures with:
  • Actua
  • Aspirant
  • Bear Stearns
  • J.P. Morgan
  • Lazard
  • OpenGate Capital
  • Nuveen Investments
  • Actua
  • Aspirant
  • Bear Stearns
  • J.P. Morgan
  • Lazard
  • OpenGate Capital
  • Nuveen Investments
  • Platinum Equity
  • Smith Barney
  • TA Associates
  • UBS
  • Schwab
  • Thorofare Capital
  • Platinum Equity
  • Smith Barney
  • TA Associates
  • UBS
  • Schwab
  • Thorofare Capital
A Family Office can be in the form of a single-family office, multi-family office, or a virtual family office. A single-family office manages the personal and financial affairs of a high-net-worth individual or a family. A multi-family office manages the finances for several families or individuals. A virtual family office is a model that brings together professional service providers who work in collaboration or provide services through tech-enabled solutions.