The One-Page Framework
The entire playbook, condensed. Core principles, key questions, warning signs. Bookmark this. Come back when you need it.
Taras
Entrepreneur, Operator, Investor. 20+ years building businesses across the UK, Europe, China, and emerging markets. Now a Partner at a wealth management firm. Playing RPG Life, sharing what I learn.
Latest
The Minimum Viable Setup
What's the absolute minimum setup you need? Not a reference to complexity or sophistication—a ruthless focus on what actually matters and permission to keep it simple.
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Auditing Your Existing Setup
The structure that made sense at $8M might be wrong at $25M. Advisor who was great five years ago might have drifted. Here's how to evaluate what you have — and know when it needs to change.
Pre-Exit Wealth Planning
The 12-18 months before exit is a window. Certain moves are possible with equity that become impossible — or extremely expensive — once that equity converts to cash. Most founders miss it.
Private Equity for HNW Investors - Direct Deals, Club Investing & Building Real Access
Private equity has surpassed public equities as the dominant asset class in family office portfolios. This guide covers the three paths in, what separates great GPs from the rest, and how to actually build the access that makes it all work.
The First 90 Days After Exit
The wire hits. Now what? The first 90 days after a liquidity event are when founders make their best and worst decisions. Here's how to seize the opportunity wisely.
Common Mistakes and How to Avoid Them
The mistakes that destroy founder wealth are surprisingly predictable. They happen repeatedly, to smart people, in patterns you can see coming — if you know what to look for.
Investment Strategies and Styles: Building Blocks of a Portfolio
Investment strategies are building blocks. Your portfolio is the structure you build from them. This guide breaks down the major approaches to investing.
Implementation Principles
The biggest implementation mistake is rushing. Cash sitting in a savings account while you figure things out costs almost nothing. A bad $2M decision because you felt pressure to deploy costs, potentially everything.
Life OS
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High Agency - The Operating System Behind Capital Builders
What separates founders who build serious capital from those who drift with markets? It comes down to agency — the belief that outcomes bend to effort, not luck. This is the operating system upgrade most people never install.
Governance and Decision-Making
Most wealth problems aren't technical—they're decision problems. Poor governance creates chaos, emotional decisions, and misaligned family members. Good governance is the system that keeps everything working.
Protection — Keeping What You've Built
The threats to your wealth have evolved faster than most founders' defences. Twenty years ago, protection meant insurance and maybe a trust. Today, the biggest risk might be in your pocket.