Reader Preview
The Prologue and opening chapters of the current manuscript.
Companion resources
The operating tools.
The book explains the thinking. These resources are intended to help turn that thinking into a repeatable system.
TOOLS FOR THE PRINCIPAL
The Family Office of One Toolkit
Practical tools and resources designed to accompany the book. The reader preview is free; the broader toolkit will be available separately.
Read the first four chapters →
Family Balance Sheet
A consolidated view of assets, liabilities, entities and ownership.
Entity Map
A visual ownership and control diagram for the family enterprise.
Family Office Manual
A framework for documenting accounts, policies, advisers, tax elections and decision history.
Investment Review Sheet
A principal-level checklist for private investments and fund opportunities.
Annual Family Meeting
An agenda and recordkeeping framework for real family governance.
Deal Checklist
Questions to ask before signing an LOI or buying a business.
Planning Calendar
A year-round tax, insurance, entity and estate-planning rhythm.
Resources are educational tools, not individualized legal, tax, investment or accounting advice. Laws, tax rules, financial products and individual circumstances change.