Bringing peace, promoting savings.

The Family Office you never knew you needed.

Find out how our Family Office Captains have helped entrepreneur individuals and families nationwide successfully build their wealth and sustain their legacy.

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Ark Financial was created by first generation Entrepreneurs with the intention of assisting those who want to live fuller, manage their finances efficiently, and communicate confidence in their financial decisions. 

 Utilizing a dynamic interdisciplinary approach, our team creates a system in which your CPA, lawyers, bankers, and financial advisors work together to drive effectiveness and optimize your financial life.

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.

For Myself & Family

Gain control over your financial life with our proprietary tax efficient financial planning services.

For My Business

Every business needs a succession plan. Allow us to evaluate and help you establish the right plan.

Strategic Partnerships

We collaborate strategically with other advisors to produce the best results for our mutual clients.

Financial Planning

Is your financial plan and planner serving you for the long term? Is the focus on your absolute growth and success … It should be.

For Myself & Family

Gain control over your financial life with our proprietary tax efficient financial planning services.

For My Business

Every business needs a succession plan. Allow us to evaluate and help you establish the right plan.

Strategic Partnerships

We collaborate strategically with other advisors to produce the best results for our mutual clients.

Financial Planning

Is your financial plan and planner serving you for the long term? Is the focus on your absolute growth and success … It should be.

Reach out to one of our committed Ark experts today.

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. When you’re ready to discuss solutions for your specific needs, just call (512) 660-5703 and one of our expert team members is ready to help.

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

 

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.