Family Office Director - Nashville
Build. Lead. Transform.
This isn’t consulting. It’s stewardship — of relationships, wealth, and purpose — and it’s about building something bigger than yourself.
As a Captain, you'll launch a high-impact fractional family office practice operating as the de facto CFO for 12–15 entrepreneurial families — owning their cash flow, entity strategy, tax planning, and financial decision-making, then scaling to lead a mini-business inside Ark. You’ll support associates, mentor Captains, and help build a client base of 40+ families — driving transformational outcomes for entrepreneurs around the world.
This is entrepreneurs serving entrepreneurs — with no ceiling on your impact or your earnings.
If you’re ready to work alongside Ark’s executive-driven team, lead from the front, and build something that lasts, you’re in the right place.
About Ark Financial
At Ark, we believe every entrepreneurial family deserves more than transactions — they deserve transformation. That’s why we built the Family Office Operating System (FOOS), and why we place Captains — not just as planners, but as leaders — at the center of it.
Your Scoreboard (What You’re Responsible For):
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Build a portfolio to 12–15 high-complexity entrepreneurial family relationships.
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Deliver technical execution across estate and succession planning, income and estate tax strategies, risk management analysis, investment coordination, and long-term net worth growth.
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Lead monthly Family Office Rhythm meetings (focused on cash flow, net worth updates, initiative tracking, and goal alignment).
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Coordinate and align all external advisors (tax, legal, insurance, investment) toward unified family outcomes.
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Drive FOOS implementation with clarity, speed, and spiritual integrity.
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Scale into leadership: mentor associate Captains and help build a team managing 40+ families.
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Bring CFO-level leadership to complex client cash flow, entity strategy, and financial decision-making by your first 90 days.
What Makes This Role Different
This is the most intimate and mission-critical role Ark offers. Captains walk with families through their most vulnerable decisions — wealth transfer, conflict, legacy, and identity. You will not be a task manager. You will be their guide.
Captains lead with truth and love. They hold space when a family feels unclear and speak boldly when clarity is needed. They coordinate deeply technical planning — but they never forget the real mission: to align every financial decision with the family’s vision and purpose.
You won’t do this alone. You’ll collaborate with Ark Strategists, fellow Captains, and our trusted advisor network — all working toward helping families live with ever greater Protection, Peace, and Purpose.
What It Feels Like to Work With You
- You bring peace into the room.
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You listen deeply, speak with intentionality, and lead without ego.
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Your presence is calm, grounded, and quietly authoritative.
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You’re technically sharp — fluent in complex planning topics (estate, tax, risk, investment) and able to translate them with clarity and humility.
What Makes You a Fit
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Proven CFO, COO, or equivalent operating experience inside a family office, multi-family office, or directly for high-net-worth entrepreneurial families
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Hands-on tax planning experience for individuals, families, or closely held businesses — including estate and income tax strategy, entity structuring, trust and charitable planning, and tax-loss / QSBS work. Corporate tax compliance alone does not qualify.
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Demonstrated FP&A leadership — cash flow forecasting, budgeting, financial modeling, and scenario planning across complex multi-entity structures
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Fluency in estate structures (wills, trusts, charitable strategies), risk management, and investment strategy basics
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Track record managing multiple HNW client or family relationships simultaneously
Why This Role Is Hard
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You must blend