Arkos Global Advisors

If your wealth is likely to outlive you, there are only a few places it can go.

👍To your family.
👍To charity.
👎Or to the IRS.

Traditional estate planning often starts with minimizing taxes, maintaining control, and transferring as much wealth as possible to the next generation.

Those things matter. But they may not be the whole picture.

A Kingdom-minded estate plan starts with different questions:

✅Who has God called us to impact?
✅How much is enough for our family?
✅How can our generosity continue beyond our lifetime?
✅What would it look like to disinherit the IRS and release more resources toward Kingdom purpose?

At Arkos, we help families think through both the technical strategy and the heart behind it—so their estate plan reflects not just what they built, but what they believe. 💛

Today, we pause with gratitude for the men and women who gave their lives in service to our country. Their sacrifice reminds us that the freedoms we enjoy were stewarded by others at great cost.

May we remember with humility, honor their legacy, and live with gratitude for what has been entrusted to us.

It's natural to want to bless your children. Give them a head start, open doors, and provide opportunities. But many parents also wrestle with a very real question:

How do we give them a leg up, but not two legs up on the couch? 🤔

At Arkos, we believe inheritance is about more than dollars and cents. A Full Inheritance includes spiritual, relational, intellectual, character, and financial capital.

That means the question is not only, “𝐻𝑜𝑤 𝑚𝑢𝑐ℎ 𝑤𝑖𝑙𝑙 𝑡ℎ𝑒𝑦 𝑟𝑒𝑐𝑒𝑖𝑣𝑒?”
It is also:

✅ 𝐴𝑟𝑒 𝑡ℎ𝑒𝑦 𝑝𝑟𝑒𝑝𝑎𝑟𝑒𝑑 𝑡𝑜 𝑠𝑡𝑒𝑤𝑎𝑟𝑑 𝑖𝑡?
✅ 𝐻𝑎𝑣𝑒 𝑤𝑒 𝑐𝑜𝑚𝑚𝑢𝑛𝑖𝑐𝑎𝑡𝑒𝑑 𝑡ℎ𝑒 𝑣𝑎𝑙𝑢𝑒𝑠 𝑏𝑒ℎ𝑖𝑛𝑑 𝑖𝑡?
✅ 𝐻𝑎𝑣𝑒 𝑤𝑒 𝑠ℎ𝑎𝑟𝑒𝑑 𝑡ℎ𝑒 𝑠𝑡𝑜𝑟𝑖𝑒𝑠, 𝑠𝑡𝑟𝑢𝑔𝑔𝑙𝑒𝑠, 𝑤𝑖𝑠𝑑𝑜𝑚, 𝑎𝑛𝑑 𝑓𝑎𝑖𝑡ℎ 𝑡ℎ𝑎𝑡 𝑠ℎ𝑎𝑝𝑒𝑑 𝑜𝑢𝑟 𝑓𝑎𝑚𝑖𝑙𝑦?
✅ 𝐴𝑟𝑒 𝑤𝑒 𝑒𝑚𝑝𝑜𝑤𝑒𝑟𝑖𝑛𝑔 𝑡ℎ𝑒𝑚, 𝑜𝑟 𝑎𝑐𝑐𝑖𝑑𝑒𝑛𝑡𝑎𝑙𝑙𝑦 𝑐𝑜𝑛𝑡𝑟𝑜𝑙𝑙𝑖𝑛𝑔 𝑡ℎ𝑒𝑚?

When families think this way, estate planning becomes more than a transfer of assets; it becomes an opportunity to prepare and bless the next generation.

Learn more about building a legacy that lasts at https://hubs.ly/Q04fTJsf0

Our very own Trevor Harris addressed the crowd at the Home Encouragement annual luncheon recently. Trevor serves as a board member of the non-profit that supports marital health through date nights, retreats, married-life groups, and counseling. The luncheon is their largest fundraiser of the year and brings people together from all over Houston to celebrate marriages. Guests were also treated to a special message from author Jodie Berndt.

Arkos is on the move! 🏃‍♂️

We are grateful to share the opening of our new office at 3306 Mercer Street. This new space gives us another place to serve families with excellence as we help them connect their money with their purpose.

We are thankful for the clients, team members, and partners who continue to walk this journey with us. 💛

In America, the answer to “How much is enough?” often feels like “Just a little more.”

For our clients, that question is often a different kind of conversation.

☑️ How much is enough for us to live with contentment, confidence, and purpose?
☑️ How much do we need to support the life God has called us to live?
☑️ And where do we draw the line between provision and accumulation?

At Arkos, we call this a Financial Finish Line. It is not about guilt or restriction, but about clarity.

When families define what “enough” looks like, they can make more intentional decisions about lifestyle, generosity, business, investing, and what they hope to pass on to future generations.

Because without a finish line, 𝑚𝑜𝑟𝑒 can quietly become the goal.

Start by looking at where your money is going. Download our Monthly Burn Worksheet, https://hubs.ly/Q04fKbrj0

From grandbabies to fur babies, today, we honor the mothers and women who have shaped our lives with wisdom, sacrifice, faith, and love. 🌺💛🙏

So much of what we pass on to the next generation is not measured in dollars, but in character, values, and the example of a life well lived.

𝑆ℎ𝑒 𝑖𝑠 𝑐𝑙𝑜𝑡ℎ𝑒𝑑 𝑤𝑖𝑡ℎ 𝑠𝑡𝑟𝑒𝑛𝑔𝑡ℎ 𝑎𝑛𝑑 𝑑𝑖𝑔𝑛𝑖𝑡𝑦; 𝑠ℎ𝑒 𝑐𝑎𝑛 𝑙𝑎𝑢𝑔ℎ 𝑎𝑡 𝑡ℎ𝑒 𝑑𝑎𝑦𝑠 𝑡𝑜 𝑐𝑜𝑚𝑒. 𝑆ℎ𝑒 𝑠𝑝𝑒𝑎𝑘𝑠 𝑤𝑖𝑡ℎ 𝑤𝑖𝑠𝑑𝑜𝑚, 𝑎𝑛𝑑 𝑓𝑎𝑖𝑡ℎ𝑓𝑢𝑙 𝑖𝑛𝑠𝑡𝑟𝑢𝑐𝑡𝑖𝑜𝑛 𝑖𝑠 𝑜𝑛 ℎ𝑒𝑟 𝑡𝑜𝑛𝑔𝑢𝑒. 𝑆ℎ𝑒 𝑤𝑎𝑡𝑐ℎ𝑒𝑠 𝑜𝑣𝑒𝑟 𝑡ℎ𝑒 𝑎𝑓𝑓𝑎𝑖𝑟𝑠 𝑜𝑓 ℎ𝑒𝑟 ℎ𝑜𝑢𝑠𝑒ℎ𝑜𝑙𝑑 𝑎𝑛𝑑 𝑑𝑜𝑒𝑠 𝑛𝑜𝑡 𝑒𝑎𝑡 𝑡ℎ𝑒 𝑏𝑟𝑒𝑎𝑑 𝑜𝑓 𝑖𝑑𝑙𝑒𝑛𝑒𝑠𝑠. 𝐻𝑒𝑟 𝑐ℎ𝑖𝑙𝑑𝑟𝑒𝑛 𝑎𝑟𝑖𝑠𝑒 𝑎𝑛𝑑 𝑐𝑎𝑙𝑙 ℎ𝑒𝑟 𝑏𝑙𝑒𝑠𝑠𝑒𝑑; ℎ𝑒𝑟 ℎ𝑢𝑠𝑏𝑎𝑛𝑑 𝑎𝑙𝑠𝑜, 𝑎𝑛𝑑 ℎ𝑒 𝑝𝑟𝑎𝑖𝑠𝑒𝑠 ℎ𝑒𝑟: “𝑀𝑎𝑛𝑦 𝑤𝑜𝑚𝑒𝑛 𝑑𝑜 𝑛𝑜𝑏𝑙𝑒 𝑡ℎ𝑖𝑛𝑔𝑠, 𝑏𝑢𝑡 𝑦𝑜𝑢 𝑠𝑢𝑟𝑝𝑎𝑠𝑠 𝑡ℎ𝑒𝑚 𝑎𝑙𝑙.” 𝐶ℎ𝑎𝑟𝑚 𝑖𝑠 𝑑𝑒𝑐𝑒𝑝𝑡𝑖𝑣𝑒, 𝑎𝑛𝑑 𝑏𝑒𝑎𝑢𝑡𝑦 𝑖𝑠 𝑓𝑙𝑒𝑒𝑡𝑖𝑛𝑔; 𝑏𝑢𝑡 𝑎 𝑤𝑜𝑚𝑎𝑛 𝑤ℎ𝑜 𝑓𝑒𝑎𝑟𝑠 𝑡ℎ𝑒 𝐿𝑜𝑟𝑑 𝑖𝑠 𝑡𝑜 𝑏𝑒 𝑝𝑟𝑎𝑖𝑠𝑒𝑑. 𝐻𝑜𝑛𝑜𝑟 ℎ𝑒𝑟 𝑓𝑜𝑟 𝑎𝑙𝑙 𝑡ℎ𝑎𝑡 ℎ𝑒𝑟 ℎ𝑎𝑛𝑑𝑠 ℎ𝑎𝑣𝑒 𝑑𝑜𝑛𝑒, 𝑎𝑛𝑑 𝑙𝑒𝑡 ℎ𝑒𝑟 𝑤𝑜𝑟𝑘𝑠 𝑏𝑟𝑖𝑛𝑔 ℎ𝑒𝑟 𝑝𝑟𝑎𝑖𝑠𝑒 𝑎𝑡 𝑡ℎ𝑒 𝑐𝑖𝑡𝑦 𝑔𝑎𝑡𝑒. - Proverbs 31:25-31

Happy Mother’s Day from all of us at Arkos!

𝗧𝗛𝗥𝗘𝗘 𝗤𝗨𝗘𝗦𝗧𝗜𝗢𝗡𝗦 𝗧𝗛𝗔𝗧 𝗪𝗜𝗟𝗟 𝗦𝗛𝗔𝗣𝗘 𝗬𝗢𝗨𝗥 𝗟𝗘𝗚𝗔𝗖𝗬

At Arkos, we're passionate about guiding you and your family to a life of abundance and generosity. We help you take stock of your family's assets, going beyond money to focus on family, legacy, unity, and giving. Ultimately, 𝘤𝘰𝘯𝘯𝘦𝘤𝘵𝘪𝘯𝘨 𝘺𝘰𝘶𝘳 𝘮𝘰𝘯𝘦𝘺 𝘸𝘪𝘵𝘩 𝘺𝘰𝘶𝘳 𝘱𝘶𝘳𝘱𝘰𝘴𝘦.

Preparing a plan for your legacy requires great thought and prayer over three key questions. By putting the narrative before the numbers, you can begin building a plan that reflects your family's values, purpose and calling.

Follow us this month as we unpack three of the most impactful questions you can ask yourself.