Wealth planning for founders and owners
Building it, selling it, or stepping away from it, each stage brings decisions that can't wait for a quarterly review.
Where we're useful, by stage
We've been at every stage of this ourselves. Here's where we come in.
You need capital, and you need it structured so it doesn't cost you control of the thing you built. We raise against real operating plans, not decks.
The decisions that determine what you keep get made well before the sale closes. Structure, timing, and where the proceeds land on day one.
One position holding most of your net worth is a risk, not an achievement. Diversifying out of it without triggering avoidable tax or governance problems takes planning.
- Discretionary Mandate
- Trust Structures
- Cross-Border Considerations
The Arkē edge
What working with operators actually gets you.
We've signed the personal guarantee
Generic wealth advice assumes a salary and a savings habit. It has nothing useful to say about concentrated stock, an earn-out, or a business three months from becoming cash. We've built, run, and exited businesses. That's the difference in the room.
Access to the deals desk
Direct access to private equity, venture, and real estate opportunities through the Arkē network, with no commission on where we point you.
Explore Private Market AccessFounders and operators, not a client list
The people we work with tend to be useful to each other. We make those introductions where they make sense, and stay out of the way where they don't.
Let's Talk About Your CapitalAdvice built around who you are
Let's talk about your capital
Tell us what stage you're at and what's coming. We'll tell you honestly what it takes to protect it.