Holistic
Multi-gen
Planning
Building a business and achieving family goals takes ambition and skill. Preserving that success requires the same focus. We help you align strategy, structure, and reporting to accomplish life-long objectives, meet philanthropic goals, and protect your legacy.
We understand the complex issues families face as they manage and perpetuate wealth over multiple generations. Our team uses a multidisciplinary, collaborative approach to deliver multi-generational wealth planning, family governance, and succession planning solutions that address your most complex challenges.
The Ark Family
We operate as a unified expert team.
We act as a single unit, integrating cross-functional expertise so even intricate planning is handled with clarity and care delivering truly integrated private client services.
We were built for today’s market.
Designed for clients navigating liquidity events, evolving family governance, and modern assets, not inherited from yesterday’s model.
We collaborate across boundaries.
We plug into your existing advisors, legal, investment, and digital-asset teams. Whether you’re restructuring, exiting, or scaling, we bring the right capabilities without silos, an approach consistent with a modern family office
Our Solutions
Every client engagement is tailored to your specific needs, not templated, using the following foundation to support your unique priorities.
Personal Income Tax
Partner with The Ark for proactive personal income tax advice, consulting, and compliance.
Estate & Trust Planning
Collaborate with The Ark for sophisticated estate planning and trust tax advice.
Charitable Planning
Guide your giving with structured philanthropy advisory and charitable trust planning.
Create Tax Efficiencies
Personal Income Tax
The Ark supports individuals with complex financial lives - business owners, executives, investors, and cross-border residents - ensuring personal tax matters are managed strategically and with full compliance. We deliver tailored, tax-efficient solutions aligned to your goals.
Our services include:
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Tax planning and advisory, including asset protection and business structuring (companies, discretionary trusts, partnerships, SMSFs)
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Capital gains tax (CGT) advice for property, shares, and business exits
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International tax planning, residency advice, and foreign-income treatment
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ATO engagement, private ruling applications, and dispute resolution
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Year-end tax return preparation and review with proactive planning for future years
Succession Planning
Estates & Trust Planning
We advise high-net-worth individuals and family groups on estate and intergenerational wealth planning, with a focus on tax effectiveness, legal robustness, and long-term asset protection.
We assist with:
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CGT implications on asset transfers
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Intergenerational wealth transfer using discretionary and testamentary trusts
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Strategic estate and succession planning for business owners
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Buy-sell agreements, ownership continuity, and control
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Estate liquidity analysis and asset distribution modelling
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Valuation of business interests and family entities
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Executor assistance and trust settlements
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Collaboration with legal advisors for deed integration
Financial Freedom
SMSF Advisory & Compliance
Self-managed super funds offer greater flexibility, but also come with increased responsibility. The Ark supports trustees and members with end-to-end SMSF advisory and administration, so you can focus on growing your retirement wealth, not managing red tape.
Our SMSF services include:
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Fund establishment and ATO registration
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Ongoing compliance, tax returns, and audit coordination
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Investment structuring advice (property, private equity, related-party rules)
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Contribution strategies & pension commencement planning
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Tax-effective structuring for retirement phase income
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LRBA strategies and risk assessment
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Trustee education and governance support
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Coordination with legal and investment advisors
Personalised Approach
Family Office
For substantial, multi-entity family groups, we coordinate strategy, execution, and reporting under one roof, delivering a modern family office service.
Family Office services:
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Consolidated reporting across trusts, companies, SMSFs, and personal entities
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Cash-flow management, budgeting, and liquidity across group holdings
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Tax planning and compliance for family group structures
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Entity administration, including investment vehicles & philanthropic foundations
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Portfolio reconciliation and performance oversight
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Coordination with legal, investment, and estate-planning advisors
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Confidential payroll/expense management for private staff or households
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Next-generation engagement and governance frameworks
Strategic Giving
Create a charitable legacy with meaningful impact and financial confidence. We provide a personal roadmap for compliant, tax-effective giving.
Count on The Ark for:
Charitable Planning
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Establishment and ongoing support for Private Ancillary Funds (PAFs) and other structures
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Advisory on DGR eligibility and giving to registered charities
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Structuring testamentary gifts and bequests
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Tax-effective strategies for asset-based giving (shares, property)
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Governance and reporting support for family giving structures
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Engaging next-generation family members in strategic philanthropy
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Linking charitable planning to broader wealth transfer and succession goals