Dallas, TX Office

Arrowroot Family Office provides advisory services to individuals and families (including both high‑net‑worth and other individual clients), as well as pension and profit‑sharing plans, trusts, estates, corporations, charitable organizations, and pooled private investment vehicles. Its service set includes discretionary and non‑discretionary wealth management, comprehensive and limited financial planning, multi‑family office services (tax efficiency, M&A advisory, family governance, philanthropic planning), retirement‑plan advisory, and select tax and administrative support.

The firm emphasizes asset allocation as the primary investment decision and uses analytics such as efficient‑frontier analysis, Monte Carlo simulations, time‑period analysis, and value‑at‑risk to build portfolios that are primarily populated with ETFs and mutual funds, with individual securities and fixed‑income positions used selectively. Arrowroot actively monitors and rebalances portfolios, may engage third‑party sub‑advisers and platform solutions (including digital advisory platforms), and occasionally recommends alternative and real‑estate‑focused private placements when suitable.

Arrowroot is distinctive among many team firms in that it sponsors and manages private funds, provides portfolio management for pooled vehicles, and may receive performance‑based fees and carried interest from those Funds, including disclosed controlling interests in certain affiliated funds. Its Brochure also discloses prior regulatory and disciplinary events involving an affiliated person, and describes less common client offerings such as educational seminars and podcasts, a veterans’ first‑year fee waiver program, multiple DBAs, and formal platform and solicitation relationships with third‑party custodians and retirement providers.