Unlock Your Full Potential with Ark’s Family Office
Our Family Office empowers you to align your business, wealth, and legacy—bringing clarity, confidence, and purpose to every decision.
Building the Family Office
Key Components of the Family Office
At Ark, a Family Office is more than wealth management—it’s the central hub that provides clarity and leadership for successful business owners and their families. Without focused direction, the complexity of financial, legal, and strategic decisions can lead to inefficiency and overwhelm. Ark steps in as your trusted advisor, seamlessly coordinating every aspect of your financial world.
Israel Askew, Lead Strategist / Family Office Director
Ark Financial
By serving as a centralized point of leadership, Ark ensures that every piece of your financial puzzle fits together seamlessly. Our tailored and proactive approach strategically aligns your wealth with your life’s vision, providing peace of mind and clarity for every decision you make.
Organization
- Account organization
- Personal bookkeeping
- Cash management
Tax Strategies
- Tax mitigation
- Entity design
- Planning
- R&D credits
Investment Advisory
- Direct investments
- Research
- Family policy
Cash Flow Management
- Income monitoring
- Debt management
- Liquidity optimization
Financial Planning
- Financial assessment
- Investment strategy
- Tax efficiency
Security
- Fraud prevention
- Data encryption
- Theft protection
Philanthropy
- Strategic giving
- Foundation planning
- Diligence and reporting
Estate Planning
- Transfer planning
- Estate management
- Asset protection
Mergers & Acquisitions
- Exit planning
- Capital generation
- Business expansion
Risk Management
- Wealth production
- Cybersecurity
- Financial controls
How the Family Office Works
At Ark, comprehensive financial management is more than isolated transactions or sporadic advice. Our Family Office Operating System offers a proactive and structured framework that integrates every aspect of your financial life—investment strategies, tax planning, estate management, business oversight, and more—into a unified, cohesive plan.
With a dedicated Family Office Captain leading the way, you have a central point of leadership ensuring that all elements of your financial world work harmoniously and advance your goals. Operating on a disciplined monthly cadence, our system provides regular reviews and strategic adjustments to anticipate changes and capitalize on opportunities before they arise.
Ark’s Family Office Operating System
Ark’s Family Office Operating System delivers a proactive, structured approach that ensures every aspect of your financial life works seamlessly together. With a disciplined monthly cadence, we regularly assess and adapt your financial strategy to align with your evolving needs and long-term goals.
Advised by your dedicated Family Office Captain, we take the lead in coordinating all elements of your financial world. This integrated approach provides a clear, up-to-date view of your progress while anticipating changes, seizing opportunities, and making timely adjustments to keep your financial strategy optimized and forward-looking.
What Clients Say About Ark
"Thank you for continuing to stand by in the good years and the challenging ones. Your unwavering support, dedication, and hard work have not only contributed to the success of BryComm and The Brymer Family but have also made this period of change a much a much smoother and positive experience."
Cory Brymer, CEO
BryComm
The above testimonial is a current client of Ark Financial. They did not receive compensation, and there are no conflicts of interest in this client endorsement.
Our Unique Approach
From a Transactional to a Holistic and Personalized Approach
Ark’s flat-fee model—featuring a transparent upfront fee and monthly flat rate—reflects our unwavering commitment to your best interests. This approach eliminates hidden costs and ensures alignment with your goals, enabling us to become your long-term partner in building and protecting your legacy.
Getting Started with Ark
- Initial Call: Schedule a time with us to learn all about you and your business to understand how to best serve your family.
- Confidentiality Agreement: From there, you’ll sign our NDA and securely upload your documents for our team to conduct a cursory review.
- Free Advice: At no cost to you, our team will deliver a Scope of Engagement outlining opportunities to improve your financial picture.
- Onboarding: Once you determine if we are a good fit to serve you, you’ll sign our Service Agreement and begin our onboarding process.
- Engagement Meetings: We will conduct a series of intentional meetings and create a Roadmap thats chart the path forward.
- Monthly Management: After your Roadmap is delivered, we will begin implementing and systematically optimizing your family office.
Client Experiences
Why Clients Choose Ark
The best way to showcase our commitment is through the experiences and stories of those who have partnered with us.
The above testimonials are current clients of Ark Financial. They did not receive compensation, and there are no conflicts of interest in these client endorsements.