Running a Family Office Under $100M
A complete operating system for founders with $5M–$50M in liquid assets. Practical frameworks for structure, treasury, portfolio, protection, and governance—without the institutional overhead.
Capital Founders OS
The Founder's Playbook to Build & Protect Wealth — from Operator to Investor
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Entrepreneur's Acquisition Playbook
Entrepreneurship Through Acquisition (ETA) offers a different path: buy an existing business with proven revenue, established customers, and real cash flow.
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Decision Fatigue Costs More Than Bad Decisions
In the first 12 months after exit, founders face more consequential financial decisions than they made in years of operating. The quality of those decisions degrades predictably — not because founders get dumber, but because the decision-making environment is fundamentally hostile.
Roll-Up Pitches Got Louder. Operator Alpha Got Smaller.
AI is being sold as the operator that wasn't there before. Yale's refreshed search-fund data — out last week — says EBITDA improvement was always the missing piece, and most historical returns came from multiple expansion, not operator skill. The pitch is louder. The math hasn't changed.
Holding Structures for Global Founders
Many founders hold investments personally when a holding structure would be more efficient. Options vary dramatically by jurisdiction and personal situation. Making the wrong choice creates unnecessary complexity; not choosing at all often costs money.
Tax Certainty Arrived. Wealth Architecture Is Still Waiting.
BADR jumped to 18%, carried interest to 47%, BPR/APR softened to £2.5m. Three weeks on, the most common excuse for deferring wealth-architecture work is gone. Peer-reviewed research on founder identity arrived alongside, pointing the same way.
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Why Smart Founders Make Terrible Investors
The skills that build a company — conviction, speed, pattern matching — actively destroy wealth when applied to investing. The psychology of switching from operator to allocator is the most expensive transition most founders never prepare for.
Largest IPO in History Isn't the Whole Story
SpaceX filed for a $1.75 trillion IPO. Cerebras followed with its S-1. But two other stories in the same ten days — private credit gates at four major funds and a record $225 billion secondaries year — matter more for most founders holding concentrated paper.
Single Family Office vs Multi-Family Office: A Founder's Guide to Choosing the Right Structure
Most founders hear "you need a family office" once they cross $10M in liquid assets. The real question isn't SFO vs MFO — it's which structure matches your actual complexity, not your aspirations. Here's the framework.
Wealth Architecture Is Running Behind the Liquidity
86% of family offices have no succession plan. SpaceX files a $1.75T IPO. The architecture behind founder wealth is running behind the money.
Portfolio Stress Test — Oil Shock, Stagflation, and What Breaks First
The S&P 500 just posted its worst quarter since 2022. Oil surged 73% in ten weeks. Private credit funds are capping redemptions. And gold quietly outperformed everything. For founders who built portfolios in a low-rate, stable-energy world, every assumption is being tested at once.
When Everything Correlates
Four weeks of war stripped away the fiction that most portfolios are diversified. Stocks, bonds, and gold fell together — the second correlation breakdown in four years. What it means for founders who built 'balanced' portfolios after exit.
Great Exit Wave Is Coming — Most Founders Aren't Ready
A third of global entrepreneurs are heading for the exits within five years. Most haven't built the wealth architecture, tax strategy, or psychological infrastructure to handle what comes next.
NAV Financing: How to Access Liquidity Without Selling Your Private Portfolio
Most founders deploy heavily into private markets after exit — then discover they have no good way to access cash when they need it. NAV financing lets you borrow against the combined value of your private portfolio without selling anything.