PILLARS

LIFESTYLE 

The lifestyle pillar addresses the core areas that help shape many of the decisions across the other pillars.

• Definition of Financial Finish Line
• Definition of Core Values
• Paycheck Replacement
• Lifestyle Management

investments

At Arkos, we do more than just focus on performance and allocation. We look at your investments through the lens of how the other pillars have captured your life’s goals.

• Investment Management
• Cash Flow and Liquidity Management
• Private Investment Oversight
• Financial Planning
• Tax Planning
• Administrative Services
• Banking and Lending Solutions
• Risk Management
  

Estate

Taking a Kingdom approach to Estate Planning could sound “radical.” After determining what’s enough for you, and how much is enough for the kids, navigating what to do with the rest is transformative. Evaluating the following helps redirect our estate planning approach from a worldly one to a Kingdom-focused one.

• Family Strategy and Governance
• Philanthropic Planning and Support
• Basic Estate Structuring
• Trustee Selection and Services

generosity

Putting together a plan that articulates the intent and vehicles to support generosity is something that we have the privilege of working with families on for many years. Understanding how to plan and explore other investment vehicles is a speciality of ours. For non-profit organizations, we excel in providing Chief Investment Officer responsibilities to help support your organization in expanding its impact.

• Philanthropic Planning and Support
• Foundation and Non-profit CIO Services
• Basic Estate Structuring

next gen

Preparing the next generation for what is to come is a critical component of establishing the foundation for your legacy. Addressing the following helps families execute a vision to connect their money with their purpose.

• Financial Literacy
• Legacy Mindsets
• Trust Navigation
• Philanthropic Education
• Family Care
• Heir Preparation

business

Whether you are an owner exiting tomorrow or an up and coming entrepreneur, your business is your most valuable asset. Navigating the considerations around the structure and support to help you make the most sizable impact is what we do best. Evaluating pre transaction financial planning can inform the coordination of the best transaction team as well as the planning of the gift structure post transaction. Talking through the what’s next with business owners and having several decades of experience in this area make us experientially unique for you.

For businesses desiring to support their employees to establish their own legacies we also offer Corporate Services.

TEAM