The One-Page Framework
The entire playbook, condensed. Core principles, key questions, warning signs. Bookmark this. Come back when you need it.
Latest — page 1
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The Minimum Viable Setup
You don't need a family office. You don't need twelve advisors. You don't need complexity. Here's what you actually need — and permission to stop there.
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Auditing Your Existing Setup
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.
The First 90 Days After Exit
The first 90 days after a liquidity event are when founders make their best decisions and their worst ones. Here's how to navigate the window.
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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.
Implementation Principles
The biggest implementation mistake is rushing. Take time, develop a plan, execute rigorously.
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Governance and Decision-Making
You can build perfect infrastructure and still blow it with one emotional decision. Governance isn't bureaucracy — it's the system that protects you from yourself.
Protection — Keeping What You've Built
The threats to your wealth have evolved faster than most founders' defences. Today, the biggest risk might be in your pocket.
Building Your Advisory Team
You need advisors. But having advisors isn't the same as having a team. Most founders either have too few, too many, or the wrong ones entirely.
Income Generation Strategies
After the exit, you still need to pay for life. Most founders default to selling investments when they need cash. There's a better way to think about it.
Portfolio Construction for Founders
Standard portfolio advice wasn't designed for you. You got rich through concentration, not diversification. Here's how to build a portfolio that reflects founder reality.