Achieve Your Highest Goals
with Ark's Family Office

Our Family Office empowers visionary entrepreneurs and business owners to realize their full potential.

Introduction to Family Office

What is a Family Office?

At Ark, a Family Office is more than just wealth management—it's the central hub that fills the leadership gap for successful business owners and their families. Without clear direction, the multitude of financial, legal, and strategic decisions can create confusion and inefficiency. Ark steps in as your dedicated team, coordinating every aspect of your financial life, from investment management and tax strategies to estate planning and risk management.

 

By providing a centralized point of leadership, Ark ensures that all pieces of your financial puzzle work together seamlessly. Our approach is proactive, tailored, and strategic, aligning your wealth with your life’s vision while giving you peace of mind and clarity in decision-making.

How the Family Office Works

At Ark, we believe that comprehensive financial management goes beyond isolated transactions or sporadic advice. Our Family Office Operating System is a proactive and structured framework designed to align every aspect of your financial life—investment strategies, tax planning, estate management, business oversight, and more—into one cohesive plan. With a dedicated Family Office Captain guiding the process, you have a central point of leadership ensuring that all pieces of your financial world are not only in sync but also advancing your goals. Our system operates on a disciplined monthly cadence, providing regular reviews and adjustments that anticipate changes and seize opportunities before they arise.

Ark’s Family Office Operating System

Ark’s Family Office Operating System provides a proactive, monthly cadence that ensures every element of your financial life—investment management, tax strategy, estate planning, and business advisory—works together in harmony. This structured approach allows us to regularly assess and adapt your financial strategy, keeping it aligned with your evolving needs and long-term objectives.

Guided by your dedicated Family Office Captain, we take a leadership role in coordinating all aspects of your financial world, so you always have a comprehensive, up-to-date view of your progress. Our goal is to anticipate changes, identify opportunities, and make timely adjustments, ensuring that your financial plans remain optimized and forward-looking.

Traditional Wealth Management

Transactional investment portfolios and financial planning.

Our Family Office Approach

Ark takes a more holistic and personalized approach. We go beyond just managing assets—we optimize every aspect of your financial life.

Our Unique Approach

From a Transactional to a Holistic and Personalized Approach

Ark’s flat-fee model scoped uniquely (upfront fee plus monthly flat rate) reinforces our commitment to transparency and your best interests. We become your long-term partner, working with you to build and protect your legacy through continuous engagement, expert insights, and personalized strategies. 

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.

Any shop owner that is in growth mode, making good money and needs a little advanced help for strategies and opportunities can benefit from Ark.

Jim Brown Speed Auto Repair

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 BryComm

Ark is more than a financial partner; they're a trusted resource who have been pivotal to our business growth, constantly helping us see what we didn’t know we needed.

Geoff Frink Local Web Leads

I’ve been with Ark for about five years now. The obvious thing is they helped me mitigate taxes, but also set up correct entity structures, risk profiles, giving back, pre-planning — just all of it.

Aaron Stokes ShopFix Academy

Your expertise, dedication, and unwavering commitment have been nothing short of a blessing to us. You are not just our financial planners; you are our trusted advisors and an integral part of our journey.

TJ & Meghan Robinson Fresh Pressed Olive Oil

They don’t just offer financial services—they offer perspective and support that extends beyond numbers. Ark has been instrumental in helping us define our family’s legacy.

Lou and Carolina Gonzalez Valiant Capital

As you start to scale your business, how do you keep your money? How do you optimize your taxes? When you get to that point you need some real professional help. To get to that next level you need the pros, and that’s why I called Ark.

Austin Netzley 2X Coaching

You don’t realize as you start creating wealth what you need to do next. There are a lot of misnomers and people don’t understand that your bookkeeper or accountant is not a financial advisor. They have been life savers for us. I know that we would not be financially stable if it weren’t for them.

Megan and Stan Andrewski Shop Owners

Ark gave us the confidence and freedom to really use our wealth intentionally. Instead of always being on defense, we're now making proactive choices about where we direct our finances and our legacy.

Todd and Toni Steward Saint David's Healthcare

You provided a shoulder and an abundance of information that helped me through the maze of estate management and financial set up. And, you continue to support me these seven years later. Thanks for being there then and now.

Mary Jane Schott Business Owner

I’ve been using them two and a half years and I’m much more organized. I can send reports to my bank really quick. If I’m looking at properties to buy, I have all the financials available readily and that’s helped us quite a bit.

Daniel Wisian Shop Owner

You have helped me tame my business and personal finances which has allowed me to focus more on growing my business. I sleep better knowing my financial life is being well managed. Also, you are smart and kind making it a pleasure to work with you.

Luke Downs Essential Applications

Partnering with Ark means I'm not just getting financial guidance; I'm aligning my business and personal goals with a team that shares my values and genuinely cares about my future.

Chandler Bolt Self-Publishing.com

We didn’t know what solution we needed. We knew we needed some type of structure that was like a glue between all the different entities and people on our team. We needed to get all of those people to communicate and dive into the family office side of things. We started to understand that Ark could provide the services for us and really be that like we were missing in all of those different structures.

Mike Tatitch TNT Automotive

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