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

Since it is your financial future, we work alongside you and your established trusted circle of advisors to create a plan that evolves with your legacy. Your Ark Captain serves the capacity of a non-domain relationship that much like a skilled generalist, can provide multifaceted decision-making capabilities utilizing garnered multi-industry expertise.

Like many busy entrepreneurs, we know that you want help getting – and keeping – your financial world organized and on track.

 Our family office is based on the three phases wealth-building individuals need to achieve their goals: build, stabilize, and maintain. We do not believe that all approaches to these phases should be the same because each family and each entrepreneur is unique.

Our duty to loyalty and care as fiduciaries serves to benefit you and your families overall financial health – in fact the structure of our firm does not allow financial incentives for our advisors that would permit us to act otherwise.

Resources

Our Focus Areas For You, Your Family, And Your Business

We’ve compiled a library of resources on many of the most important topic areas of your life, investments, and business to help you get answers. Our team of professionals is ready to help. Our services include but are not limited to:

Cash Flow Planning
Estate Planning
Insurance (Life, Disability, P&C, Health)
Investment Due Dilligence
Business Evaluation (Buy/Sell)
Corporate Compliance Review
Consolidation (Personal & Business Accounts)
Tax Efficient Strategy & Positioning
Corporate Benefits Review
Secure Online Digital Storage