Running a Family Office Under $100M
A complete operating system for founders with $5M–$50M in liquid assets. Practical frameworks for structure, treasury, portfolio, protection, and governance—without the institutional overhead.
The Founder's Playbook to Build & Protect Wealth — from Operator to Investor
A complete operating system for founders with $5M–$50M in liquid assets. Practical frameworks for structure, treasury, portfolio, protection, and governance—without the institutional overhead.
Skip the startup grind. Buy an existing business instead. This guide covers strategies, financing, deal sourcing, real success stories, and your action plan.
Three wealth management deals worth $17 billion. Private credit secondaries doubled. JP Morgan confirms 86% of family offices have no succession plan. The infrastructure behind founder wealth is being rebuilt.
After exit, founders face the "now what?" question with no roadmap. Here are six paths others have taken and a framework for finding yours.
The IPO window is open but investors aren't paying what founders expect. Tender offers are replacing exits as the default liquidity tool, AI just repriced what wealth management costs and private credit spreads are compressing.
Eight companies raised $100M+ each in New York this week. Meanwhile, software stocks dropped 25%. For founders weighing exit timing, both signals matter.
Tax rules vary dramatically by country, but the frameworks for thinking about tax are universal. Here's how to evaluate jurisdictions without chasing the lowest rate.
IPO window is open but crowded. Blackstone's largest pipeline ever. SpaceX eyeing $50bn IPO. Amazon in talks for $50bn OpenAI stake. When mega-GPs flood the calendar, smaller founders need parallel exit routes—not single-track plans.
Private markets stopped being "alternative." BCG: wealthy investors already at 15-20% allocation. EQT paid $3.2bn for Coller. Private credit is being mis-sold as low-risk income. If your governance hasn't caught up to your allocation, that's a problem.
Post-exit founders face unlimited options and no decision framework. Here's how to build a system that makes capital allocation decisions easier and better.
UK's FIG regime is a 4-year runway, not a permanent home. Italy's flat tax hit €300k but still makes sense above €1M income. M&A confidence at six-year highs. Secondaries are mainstream now. Three shifts every founder should understand.
Games exist whether you acknowledge them or not. The question isn't whether to play—it's whether you're playing to win or playing because you forgot you could stop.
Three structural shifts are reshaping founder liquidity in 2026. UK's CARF framework makes crypto compliance automatic. Mega-cap IPOs may crowd out everyone else. And 46% of PE managers now use GP-led secondaries for distributions—double last year.
Selling your company doesn't just change your bank balance—it removes the identity you built over a decade. Here's how to navigate the void that follows.