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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: ARROWROOT FAMILY OFFICE, LLCCRD Number: 168744Annual Amendment All
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Gather all necessary information such as personal details, financial documents, and investment goals.
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Who needs arrowroot family office llc?

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High-net-worth individuals seeking personalized wealth management services.
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Arrowroot Family Office LLC is a private investment management firm that provides personalized financial services and strategies to high-net-worth individuals and families.
Typically, anyone who operates a family office that meets certain regulatory thresholds or has specific tax reporting obligations is required to file for Arrowroot Family Office LLC.
To fill out Arrowroot Family Office LLC, you should follow the specific guidelines provided by the state you are filing in, which includes providing details about the business structure, ownership, and financial information.
The purpose of Arrowroot Family Office LLC is to manage and preserve family wealth, coordinate investments, and provide tax planning and estate management for families.
Information that must be reported includes the identity of the owners, a description of the business activities, financial statements, and any compliance with relevant regulations.
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