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Wealth Management Forward Program.
ARROWROOT FAMILY OFFICE LAUNCHES
AFO | WEALTH MANAGEMENT FORWARD PROGRAM
Marina del Rey, May 18, 2021- Arrowroot Family Office (“AFO”) has launched AFO Wealth Management Forward to assist accounting firms in making themselves more valuable to clients by providing holistic wealth management services. AFO is opening up the program to select firms on May 17th.
The AFO Wealth Management Forward program helps accountants take their business to the next level with three different paths, 1) outsource, 2)partner, or 3) take services in-house. These options allow accountants to discover the most suitable wealth management program for their business model and determine the most beneficial level that can improve their relevance in the market.