Leverage our expertise. Enhance your life.

Personalized wealth management for successful Entrepreneurs and Professionals.

Based in Austin, Texas, we’ve been focused on small business entrepreneurs since 2010. There is no one like us.

Reach out to us today.

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.


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 


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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as legal advice. Please consult legal professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.