Family Office Director - Nashville
About The Position
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 — with a strong CFO-level execution focus — getting to 12–15 entrepreneurial families quickly, 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 role is ideal for someone with a CFO background, ready to step into Captain-level, CFO-heavy assignments by Day 91. 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. 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. The FOOS Life — For You Too Our best Captains don’t just deliver FOOS. They live it. Their own cash flow is clear. Their legal and financial affairs are in order. Their family vision is alive and reviewed monthly. They embody the same intentionality they call others to.
Requirements
- You’ve led financial strategy for others — as an advisor, executive, or business owner.
- You’ve carried real financial weight and made high-stakes decisions.
- You’ve managed multiple clients or teams and thrived under complexity.
- You’re fluent in estate structures (wills, trusts, charitable strategies), income and estate tax optimization, risk management frameworks, investment strategy basics, and overall family governance planning.
- You’ve done the inner work: emotional intelligence, humility, maturity.
Nice To Haves
- Experience in — or a strong desire to serve — musicians, influencers, professional athletes, and other high-visibility entrepreneurial families.
Responsibilities
- Build a portfolio to 12–15 high-complexity entrepreneurial family relationships.
- Deliver technical execution across estate and succession planning, income and estate tax strategies, risk management analysis, investment coordination, and long-term net worth growth.
- Lead monthly Family Office Rhythm meetings (focused on cash flow, net worth updates, initiative tracking, and goal alignment).
- Coordinate and align all external advisors (tax, legal, insurance, investment) toward unified family outcomes.
- Drive FOOS implementation with clarity, speed, and spiritual integrity.
- Scale into leadership: mentor associate Captains and help build a team managing 40+ families.
- Bring CFO-level leadership to complex client cash flow, entity strategy, and financial decision-making by your first 90 days.
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What This Job Offers
Career Level
Director
Education Level
No Education Listed
