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.
Wealth Architect
From operator to owner. Most founders try to protect wealth while still running everything. This is for those ready to step back — structuring capital intentionally so mistakes don't compound quietly.
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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.
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.
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.
Treasury — How Money Moves
Treasury is the plumbing of your wealth. Not glamorous, but get it wrong and everything else becomes harder — or more expensive.
Structure — The Foundation
Structure is where most founders either overcomplicate or oversimplify. Both mistakes are expensive. Here's how to get it right for your actual situation.
Three Operating Models for Sub-$100M
You don't need a team of ten to have family office infrastructure. Three models have emerged — each balances cost, control, and complexity differently.
What a Family Office Actually Does
Strip away the mystique and a family office is simply a wealth operating system. Here's what it actually does — the five core functions, how they interconnect, and when you need them.