Beyond the Exit: How Smart Founders Build Generational Wealth
Learn how founders turn post-exit wealth into a lean, tech-enabled private investment office—covering structure, strategy and pitfalls.
Taras R.
Latest
Why the 60/40 Portfolio Doesn't Work Anymore (For Wealthy Investors)
HNW investors are abandoning the traditional 60/40 portfolio in favour of real assets, private equity, and alternatives.
Private Equity for High-Net-Worth Investors: Your Guide to Direct Deals & Club Investing
Most high-net-worth investors never see the best private equity deals. Learn how 75% of family offices now access direct and club investments—bypassing traditional funds entirely. A practical guide to private markets for investors with $5M+ to deploy.
Investing in Property: Beyond Your Primary Residence
How HNW Investors Build Property Portfolios That Generate Income, Preserve Wealth, and Scale Globally
The Entrepreneur's Acquisition Playbook: Why Buying a Business Beats Starting One
Skip the startup grind. Buy an existing business instead. This ETA guide covers strategies, financing, deal sourcing, real success stories, and your action plan. For entrepreneurs who want better odds and faster results.
The Founder's Guide to Building a Private Investment Office
Build a private investment office to manage wealth after selling your business. Complete guide: structure, governance, investment strategies, operations, and common mistakes. For founders with $30M+ who want control.
The $10M Trap: Why Founders Lose Money After They Exit
Why founders lose wealth after selling their companies. Five critical mistakes, a four-part risk framework, and a 90-day operating plan to transition from builder to wealth architect. For post-exit operators.
Choosing Your Family Office Location: Founder's Playbook
Pick the right family office jurisdiction. Compare tax efficiency, legal frameworks, and talent across Singapore, UAE, Switzerland, and the US. Practical guide for founders with $30M+ making location decisions.
Running a Family Office Under $100M
Practical guide to running a family office under $100M. Compare SFO, MFO, and VFO models, understand real costs, choose optimal jurisdiction, and build digital-first wealth infrastructure. For founders who want efficiency without sacrificing sophistication.
How to Build a High Agency Life OS
Build your High-Agency Life OS: practical strategies for taking extreme ownership, acting boldly, and creating your own outcomes. Learn how top performers think differently about obstacles, investing, and wealth.
Investment Philosophy for the Changing World
Markets crash. Investors panic. But those with a solid investment philosophy stay calm and thrive. Learn how to protect downside, ignore noise, and build wealth that lasts through any storm.
Understanding Different Investment Strategies & Styles
A complete guide to investment strategies—value vs. growth, active vs. passive, long-term vs. short-term, and everything in between. Learn which strategies match your goals and risk tolerance.