“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.”
JB
Jim Brown
Speed Auto Repair
We guide first-generation entrepreneurs from financial chaos to coordinated clarity. Built on the Family Office Operating System. Protection. Peace. Purpose.
*Identified across client engagements. Actual realized savings depend on implementation and individual circumstances.
Real family office planning isn't 10 separate services — it's a spiderweb of interconnected strategies. Click any node to see how it connects to everything else.
29 planning interconnections mapped
Click a strategy to explore its connections, or click the center to see them all
Planning aligned with your values, vision, and legacy. Our Family Office Operating System ensures your legacy is safeguarded through Protection, sustained by Peace, and aligned with your Purpose.
Give · Lifestyle · Build · Deploy
Stop guessing where your money goes. The Cash Flow Foundation gives every dollar a purpose — from personal lifestyle to strategic wealth deployment.
Proactive, year-round strategy
Built on our proven 10-year Tax Planning Spreadsheet (TPS). Stop reacting to tax season and start executing a proactive tax strategy throughout the year.
Net worth, goals & more
Net worth tracking, goal management, estate plan checklists, insurance registry, and debt oversight — all organized in one place for your family.
Your assigned Ark advisor
Every Navigator member gets a dedicated Ark Academy coach who runs a monthly Family Office Operating Schedule (FOOS™) review to keep your family on track.
AI-powered secure filing
Upload and auto-classify every financial document with Claude AI. Estate docs, tax returns, insurance policies — organized and always accessible.
Your family purpose, articulated
Answer three questions. Claude AI drafts your family vision statement — the north star that guides every financial decision your family makes.
Three phases. Clear milestones. Measurable results.
Complete your financial baseline — cash flow, entities, tax situation, and net worth. Ark gives you a clear picture of where you are today and where the gaps are.
Work through 9 guided playbook stages with your Ark coach. Each stage has specific tasks tied to tax, estate, cash flow, and investment milestones.
Each month, your family runs the Family Office Operating Schedule (FOOS™) — a structured review of cash, taxes, entities, and investments to stay on track.
“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.”
“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.”
The above testimonials are current clients of Ark Academy. They did not receive compensation, and there are no conflicts of interest in these client endorsements.
Every tier is built on the same Family Office Operating System. Choose the depth of support that fits where your family is today — and where it's going.
No contract · cancel anytime
The self-directed track. Access the full platform, playbooks, and tools to run your family office without a coach.
One-time setup: $3,000
Builder, plus a dedicated Ark Academy coach running your monthly FOOS™ review and keeping your family on track.
One-time setup: $10,000
By Application
For high-net-worth families who need the full done-for-you family office experience.
All plans billed through Square. Onboarding fee covers setup; monthly fee begins after onboarding is complete.
We'll send you the Cash Flow Foundation overview and let you know when new coaching spots open.
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30 minutes with an Ark Academy coach. We'll map your current cash flow, identify your biggest tax and wealth gaps, and show you exactly how the platform closes them. Free, no obligation.
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