Throughout our 12 years of business, we’ve created strategies that help Business Owners navigate their own timeline of growth and success.

At Ark, we are proud to deliver a suite of “Family Office” services to our growing list of inspiring clients. Our mission is to enhance your life by leveraging our expertise to optimize business and personal finances so you can spend more time on your priorities.

Whether you want to change the world or reach financial independence, we serve as trusted advisors to help navigate complexity and get things done.

Ark is committed to: 

• Creating a tax-efficient entity structure 
• Providing ongoing tax mitigation strategies 
• Creating your estate plan 
• Organizing your personal finances 
• Provide personal internet security to you and your family  
• Coordinating with your supporting advisor team

Each client is assigned a dedicated Ark Family Chief of Staff to help organize your financial world, and keep it organized. You are our number one priority:  We are fiduciaries, which means we are 100% fee-based, not commission-based.

Resources

The Ark Family Office Operating System

In the rapidly changing world in tech and finance, our professional advisors create and execute a tailored plan to expand your wealth and achieve your goals.  We use the Ark Family Office Operating System, developed over the past 12 years, providing innovative solutions and strategies for your:

• Operations 
• Wealth Management 
• Risk Management 
• Estate Planning 
• Philanthropy 
• Tax Planning