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Business Owners And Entrepreneurs Have Different Needs That Require Different Answers. We Have Them.
Fractional Family Office
The Business Owner Wealth and Life Accelerator
Until recently, Family Offices have only been available to people with tens of millions or billions of dollars in income. Fractional Family Offices allow our clients to experience all the benefits without the cost or income requirements. A Fractional Family Office is a specialized, progressive advisory group that delivers specifically tailored financial strategies that maximize wealth and impact, including tax, investing, business succession, charitable giving, and much more.
Discover how a Fractional Family Office can change your life and turn your hard earned money into tax efficient, wealth generating assets.The goal is to deliver specialized knowledge to enable you to live a fuller and more meaningful life by maximizing your assets and helping you keep more of all you’ve earned.
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.