This is the full version of the Running a Family Office Under $100M playbook — all 17 chapters in one designed PDF, 75 pages, set to read offline and keep. Same content as the web version, in a format you can save, mark up, and come back to.
What's in it:
- Three operating models for under $100m — Coordinated Network, Virtual Family Office, Lean SFO — with the real cost numbers for each
- The six pillars that hold the system together: structure, treasury, portfolio, team, protection, and governance
- The fragmentation tax: the 0.5% to 2% a year that uncoordinated advice quietly costs, and where it hides
- A ten-question self-test to find the weak points in your current setup
- 75 pages, designed to read properly, not skim