Arkos Global Advisors

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Arkos Global Advisors Arkos helps families thrive across generations by connecting their money with their purpose.

A traditional estate plan often focuses on protecting assets, minimizing taxes, and transferring wealth to the next gene...
10/15/2026

A traditional estate plan often focuses on protecting assets, minimizing taxes, and transferring wealth to the next generation. Those things matter. But they may not tell the whole story.

A Kingdom-minded estate plan asks deeper questions:
๐Ÿ”นHow can our estate reflect our faith, values and purpose?
๐Ÿ”นHow can we make an impact towards the causes we care deeply about?

For families with more than enough, estate planning can become one of the most meaningful generosity conversations they will ever have.

At Arkos, we help families think through both the technical strategy and the heart behind the plan. Learn more about the Arkos Experience: https://hubs.ly/Q04zWgZF0

๐ˆ๐ฌ ๐ฒ๐จ๐ฎ๐ซ ๐ž๐ฌ๐ญ๐š๐ญ๐ž ๐ฉ๐ฅ๐š๐ง ๐›๐ฎ๐ข๐ฅ๐ญ ๐จ๐ง๐ฅ๐ฒ ๐š๐ซ๐จ๐ฎ๐ง๐ ๐ฐ๐ก๐š๐ญ ๐ฒ๐จ๐ฎ ๐จ๐ฐ๐ง, ๐จ๐ซ ๐š๐ฅ๐ฌ๐จ ๐š๐ซ๐จ๐ฎ๐ง๐ ๐ฐ๐ก๐š๐ญ ๐ฒ๐จ๐ฎ ๐›๐ž๐ฅ๐ข๐ž๐ฏ๐ž?

10/14/2026

We love celebrating the people behind our work! Congratulations to our very own James Leopold, who ran in the Chicago Marathon this weekend! Jamesโ€™ goal to compete in all eight major world marathons is a beautiful picture of purpose, perseverance, and the joy of running a race with intention. Two down and six to go!

Generosity is most powerful when it is both ๐’‰๐’†๐’‚๐’“๐’•๐’‡๐’†๐’๐’• and ๐’Š๐’๐’•๐’†๐’๐’•๐’Š๐’๐’๐’‚๐’.For families stewarding significant wealth, giving...
10/08/2026

Generosity is most powerful when it is both ๐’‰๐’†๐’‚๐’“๐’•๐’‡๐’†๐’๐’• and ๐’Š๐’๐’•๐’†๐’๐’•๐’Š๐’๐’๐’‚๐’.

For families stewarding significant wealth, giving often begins with a desire to make an impact. But over time, important questions begin to surface:
๐Ÿ”บWhat causes are we called to support?
๐Ÿ”บHow much do we want to give?
๐Ÿ”บShould we give during our lifetime, through our estate, or both?
๐Ÿ”บWho should be involved in our giving?
๐Ÿ”บWhat vehicles can help us give more effectively?

At Arkos, we help families craft a ๐†๐ž๐ง๐ž๐ซ๐จ๐ฌ๐ข๐ญ๐ฒ ๐๐ฅ๐š๐ง that connects their resources with their values, purpose, and calling. Because giving generously is not just about what you give--it's about the vision behind it.

10/06/2026

๐’๐„๐๐“๐„๐Œ๐๐„๐‘ ๐Œ๐€๐‘๐Š๐„๐“ ๐‘๐„๐‚๐€๐
Equities took a breather in September after a strong showing the previous month, with markets grappling with the Fedโ€™s first rate hike since 2023 as inflation remained persistently above its 2% target.

We continue to filter the news and noise through our data-driven Three Dials framework, as summarized in this video from our founder, Jeff Thomas.

For the last several months, we've been focusing on the Lifestyle Pillarโ€”how families define enough, manage cash flow, a...
09/24/2026

For the last several months, we've been focusing on the Lifestyle Pillarโ€”how families define enough, manage cash flow, align resources with values, and prepare for the life they are called to live.

Next, we turn our thoughts to the ๐†๐ž๐ง๐ž๐ซ๐จ๐ฌ๐ข๐ญ๐ฒ ๐๐ข๐ฅ๐ฅ๐š๐ซ.

As we head into the fourth quarter, many families begin thinking more intentionally about giving. But generosity is about more than making year-end gifts. It is about creating a thoughtful plan for how the resources entrusted to you can bless others and support the causes, communities, and Kingdom work you care about most.

๐ˆ๐ฆ๐ฉ๐จ๐ซ๐ญ๐š๐ง๐ญ ๐ช๐ฎ๐ž๐ฌ๐ญ๐ข๐จ๐ง๐ฌ ๐›๐ž๐ ๐ข๐ง ๐ญ๐จ ๐ฌ๐ฎ๐ซ๐Ÿ๐š๐œ๐ž:
โ“What is the strategic plan for our giving?
โ“Are we giving reactively or intentionally?
โ“Could we give more effectively through appreciated assets or other charitable vehicles?
โ“How can our generosity reflect our faith, values, and calling?

๐€๐ญ ๐€๐ซ๐ค๐จ๐ฌ, ๐ฐ๐ž ๐ก๐ž๐ฅ๐ฉ ๐Ÿ๐š๐ฆ๐ข๐ฅ๐ข๐ž๐ฌ ๐ฆ๐จ๐ฏ๐ž ๐Ÿ๐ซ๐จ๐ฆ ๐ ๐จ๐จ๐ ๐ข๐ง๐ญ๐ž๐ง๐ญ๐ข๐จ๐ง๐ฌ ๐ญ๐จ ๐œ๐ฅ๐ž๐š๐ซ, ๐ฌ๐ญ๐ซ๐š๐ญ๐ž๐ ๐ข๐œ ๐ ๐ž๐ง๐ž๐ซ๐จ๐ฌ๐ข๐ญ๐ฒ.

Learn more about the Seven Pillars at https://www.arkosglobal.com/pillars

One of Arkosโ€™ guiding principles is ๐€๐ฅ๐ข๐ ๐ง ๐ญ๐ก๐ž ๐‘๐ข๐ ๐ก๐ญ ๐“๐ž๐š๐ฆ.As wealth grows, so does complexity. Families may need guidance...
09/21/2026

One of Arkosโ€™ guiding principles is ๐€๐ฅ๐ข๐ ๐ง ๐ญ๐ก๐ž ๐‘๐ข๐ ๐ก๐ญ ๐“๐ž๐š๐ฆ.

As wealth grows, so does complexity. Families may need guidance from financial advisors, estate attorneys, CPAs, insurance professionals, trustees, business advisors, and other trusted voices. But having advisors is not the same as having ๐‘Ž๐‘› ๐‘Ž๐‘™๐‘–๐‘”๐‘›๐‘’๐‘‘ ๐‘ก๐‘’๐‘Ž๐‘š.

An aligned team understands your goals, your values, your family dynamics, and the bigger purpose behind the plan. They communicate well, work together, and help bring clarity where complexity can easily take over.

At Arkos, we believe wise counsel matters. The right team can help families steward what has been entrusted to them with greater confidence, coordination, and purpose.

For many business owners and executives, retiring or selling a business isn't just a financial decisionโ€”it's a lifestyle...
09/17/2026

For many business owners and executives, retiring or selling a business isn't just a financial decisionโ€”it's a lifestyle one. And with that come ๐ค๐ž๐ฒ ๐ช๐ฎ๐ž๐ฌ๐ญ๐ข๐จ๐ง๐ฌ:

๐Ÿค”What does life cost today?
๐Ÿค”What will it cost in the next season?
๐Ÿค”What major purchases, family needs, or commitments lie ahead?
๐Ÿค”What giving goals do we have?
๐Ÿค”Will my resources truly support the life we are preparing to live?

Lifestyle management brings clarity to these questions. At Arkos, we help families see the full picture, so they can approach major transitions with confidence, clarity, and peace of mind.

๐๐ž๐œ๐š๐ฎ๐ฌ๐ž ๐ญ๐ก๐ž ๐ ๐จ๐š๐ฅ ๐ข๐ฌ๐ง'๐ญ ๐ฃ๐ฎ๐ฌ๐ญ ๐ญ๐จ ๐ž๐ฑ๐ข๐ญ ๐ฐ๐ž๐ฅ๐ฅ. ๐ˆ๐ญ'๐ฌ ๐ญ๐จ ๐ฌ๐ญ๐ž๐ฉ ๐ข๐ง๐ญ๐จ ๐ฐ๐ก๐š๐ญ'๐ฌ ๐ง๐ž๐ฑ๐ญ ๐ฐ๐ข๐ญ๐ก ๐ฉ๐ฎ๐ซ๐ฉ๐จ๐ฌ๐ž.

Take the Seven Pillar Assessment to start identifying where your plan may need attention. https://hubs.ly/Q04vzVtH0

Whether in your business or personal life, every financial decision you make is a reflection of what you value most. Bef...
09/10/2026

Whether in your business or personal life, every financial decision you make is a reflection of what you value most. Before you write that check or hand over your credit card, ask yourself, "Is my spending aligned with my core values?"

At Arkos, we believe that aligning your money with your core values transforms your financial lifeโ€”from a set of accounts and transactions into a tool that serves your purpose.

Our approach takes a holistic view of your wealth, addressing seven key pillars. The Lifestyle Pillar helps families answer important questions about how they are living today, what they are building for tomorrow, and whether their resources are supporting the life they feel called to live.

Take the Seven Pillar Assessment to begin identifying where your plan may need attention. https://hubs.ly/Q04vzJJK0

Today, we take a moment to reflect and pause with gratitude for the work we are given, the people we serve, and the purp...
09/07/2026

Today, we take a moment to reflect and pause with gratitude for the work we are given, the people we serve, and the purpose behind it all.

At Arkos, we believe work can be more than a means of provision. It can be a place of stewardship, service, leadership, and impact.

This Labor Day, may we remember that what we build, lead, create, and steward can be used to bless our families, serve others, and honor God. ๐Ÿ™

Happy Labor Day from Arkos!

09/04/2026

๐€๐”๐†๐”๐’๐“ ๐Œ๐€๐‘๐Š๐„๐“ ๐‘๐„๐‚๐€๐

Equity markets jumped in August to cap what had been otherwise a fairly quiet summer, with strong earnings out of the tech sector reinforcing the AI-driven thesis for both stocks and the overall economy.

We continue to filter the news and noise through our data-driven Three Dials framework, which saw one change during the month of August, as we summarize in this video from our founder, Jeff Thomas.

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3306 Mercer Street
Houston, TX
77027

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

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