Running a Family Office Under $100M
A complete operating system for founders with $5M–$100M in liquid assets. Practical frameworks for structure, treasury, portfolio, protection, and governance—without the institutional overhead.
Capital Founders OS
How founders with $5M–$100M run their own capital like a business: structure, investing, top professionals on call, and systems that do the rest.
Featured
Entrepreneur's Acquisition Playbook
Entrepreneurship Through Acquisition (ETA) offers a different path: buy an existing business with proven revenue, established customers, and real cash flow.
Latest
Building Wealth While You're Still Building the Company
Most of your wealth sits in one company, and the sale is the move you spend years picturing. Why it's OK to take some money off the table as the business grows, what that does for your risk and your stress, and what two founders got from billion-dollar valuations.
Four Family Office Models and What They Cost
Ask about a family office at $30m and you get four names back and almost no prices. What each one costs, who ends up making the decisions, and what you are really buying when someone offers you a fractional setup.
Nobody Is Building the AI Tool for Your Own Money
Anthropic put a price on the packaged adviser stack last week, and the people who sell that software for a living were the least excited in the room. Look at what shipped and you can see who it was built for. If you run your own money, the tool is the cheap part and the checking is still yours.
When to Hire Someone to Run Your Family Office
Sooner or later someone suggests hiring one person to coordinate the accountant, the lawyer and the portfolio manager. Whether that's a hire or still you is a question of stage, not how much you have. What it costs, and the page worth writing before you look for anybody.
How Much Is Enough for a Founder?
Most founders carry a number in their head, and many set it against the company's valuation. Carta's ownership ladder shows how little of that number is theirs by Series C, and why the version that survives the exit is the one written down early, on your own balance sheet.
Life OS
·
Four Buckets Before the First Deal: How to Organise Post-Exit Capital
Founders arrive at liquidity expecting to keep the pace of the business, and that pace is where money gets lost. Mindset first, then people, then four buckets that give every part of the money a job before any deal gets a yes. The order matters more than the picks.
Solo Family Office: Running $5M–$100M Without the Institution
One person can run a successful business, and founders stopped arguing about that a while ago. This piece takes the same idea to money: what a solo family office is, where it sits beside single and multi, and what running one looks like at $5M–$100M.
You're Already Running a Solo Family Office
Most founders with $5M–$100M already run their money themselves, with professionals on call and no staff on payroll. That arrangement has never had a name. This week it gets one, and a standard to run to.
Is Your Money Treated as Retail or Professional?
Somewhere in your wealth manager's paperwork you're either retail or professional. One word decides what you're offered, what you pay, and what protection you keep. How the line works, what the institutional side opens up, and when it starts to make sense.
Emerging Wealthy: The Founder Bracket Nobody Talks About
Roughly seven million people hold between $5m and $100m, and the wealth industry has never named them. Why the bracket exists, why it keeps growing, and how founders inside it run their money.
Minimum Viable Family Office: Five Jobs Every Setup Needs
Founders copy other people's wealth setups and find they don't fit. A minimum viable family office is five jobs in the right order, and the first is a page of writing that half of them never produce.
Your Safe Money Is Probably the Same Bet as Your Business
Founders count the pension and the index fund as the diversified side of the balance sheet. With the top 10 stocks at 44% of the S&P 500 and the seven biggest, all tech, at about a third, that money is often the same bet as the business.