staff your family office

The ultra-wealthy have battalions of experts to help them grow, protect, and enjoy their wealth. Arta makes engaging with these professionals more productive and way easier on your wallet.

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life insurance

grow wealth tax efficiently

To grow and transfer wealth in a tax-advantaged way, the ultra-wealthy use permanent life insurance to build their legacy. Now with Arta, you can too.

Generate tax-advantaged wealth

Ensure an inheritance for your beneficiaries - usually free of income taxes.

Create a valuable asset

The cash value of your policy grows over time, which you can draw from as needed.

Finance the premium

Borrow your premium just like you would with a mortgage for a home.

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guard against uncertainty

Options are a powerful way to hedge against undesirable outcomes – especially if you’re in a concentrated position with one or a few assets.

Smart Hedging Options

Ensures the value of a portfolio doesn’t go below a floor price. 

Income Stream Options

Earns you income while you wait for the right price to sell your stock.

Bespoke strategies

Craft a strategy unique to your situation.

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tax & estate planning

Protect loved ones & preserve wealth

Careful planning can help maximize the value of your portfolio - today and in the future.

Optimize your tax strategy

Leverage trusts, explore estate exemptions, and harness tax-exempt gifting opportunities to secure your wealth for future generations or anticipate pivotal life moments like marriage, relocation, or inheritance.

Navigate real estate complexities

Capitalize on options like depreciation claims and 1031 exchanges.

Maximize charitable contributions

Leverage philanthropic ways to make an impact on finances and society.

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personal assistant

Supercharge your efficiency

Say hello to more free time. We’ll find the best assistant for your preferences.

Reclaim time

Your assistant is here to give you and your family the work-life balance, productivity boost, and organization you've always wanted.

Tailored to your family

Hire an assistant for 1:1 support, or find someone to support your entire family.

Guaranteed quality and security

Only the best assistants make it into Arta's network, thanks to our rigorous selection process and background checks.

reach the arta member success team

If you need to talk to someone, your membership has you covered - by phone or email.

Talk to our team

ready to open your digital family office?

Become a member
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The information displayed on this website is for informational purposes only and is not an offer or solicitation to purchase or sell securities. Arta Finance believes information presented is accurate at the time of publishing, but may not be updated regularly. Investing involves risks, including the potential for principal loss. Past performance is no guarantee of future results.

The investments discussed herein may be unsuitable for investors depending on their specific investment objectives as well as financial and tax position. Investors should independently evaluate each investment discussed in the context of their own objectives, risk profile and circumstances before deciding to invest with Arta Finance. There is no guarantee that the strategies and services offered by Arta Finance will be successful or outperform other strategies and services. Investors should seek the advice of a tax professional before making any investment. All opinions expressed herein constitute the author or quoted individual(s)’s judgment as of the date of this document and are subject to change without notice. Registration with the Securities and Exchange Commission (SEC) as a registered investment adviser does not imply a certain level of skill or training.

Statements made are not facts, including statements regarding trends, market conditions and the experience or expertise of the author or quoted individual(s) are based on current expectations, estimates, opinions and/or beliefs. Opinions expressed by other members on Arta Insider should not be viewed as investment recommendations from Arta Finance. Endorsements were provided at the request of Arta Finance. Arta Finance is not affiliated with and does not purport to own or control any third-party content linked herein.

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