Ark Academy gives entrepreneur families the systems, playbooks, and coaching to run their wealth like a Fortune 500 — without the cost of a full family office.
Ark Academy replaces the spreadsheets, disconnected advisors, and reactive decisions with a single operating system built for entrepreneur families.
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 Financial 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.
“For the first time, I actually feel in control of our family’s finances. The playbooks turned something overwhelming into a clear step-by-step process.”
“The Cash Flow Foundation framework alone changed how we think about money. Give → Lifestyle → Build → Deploy is now how we make every financial decision.”
“Having an Ark coach run our monthly review keeps us accountable in a way we never were on our own. It’s like having a CFO in your corner.”
Every tier gives your family the systems to win. Navigator adds the coach to make sure you execute.
The self-directed track. Access the full platform, playbooks, and tools to run your family office without a coach.
Everything in Builder, plus a dedicated Ark Financial coach running your monthly FOOS review and keeping your family on track.
For high-net-worth families who need the full done-for-you family office experience. Apply by interview only.
Navigator upfront fee covers onboarding and setup. Monthly fee begins after onboarding is complete. All plans are billed through Square. Cancel anytime — no long-term contract required.
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.