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.
Capital Founders OS
The Founder's Playbook to Build & Protect Wealth — from Operator to Investor
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Entrepreneur's Acquisition Playbook
Skip the startup grind. Buy an existing business instead. This guide covers strategies, financing, deal sourcing, real success stories, and your action plan.
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Liquidity Is Everywhere. The Price Is the Problem.
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.
The IPO Window Opened. So Did the Trapdoor Under SaaS.
Eight companies raised $100M+ each in New York this week. Meanwhile, software stocks dropped 25%. For founders weighing exit timing, both signals matter.
Tax Frameworks for Global Founders
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.
Exit Markets Are Open — But Congested
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 Are Eating the Balanced Portfolio
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.
Life OS
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Decision Architecture: Building Your Personal Investment Committee
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.
Jurisdictions Are Competing Like Products
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.
Life OS
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Win the Game to Leave the Game
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.
The Liquidity Landscape Just Shifted
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.
Life OS
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Founder's Identity Crisis
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.
Private Equity for HNW Investors: Guide to Direct Deals & Club Investing
How family offices and HNW investors are accessing private equity through direct deals and club investing. Covers due diligence, tax strategies including QSBS, and building real deal flow.
The Complete Guide to Investment Strategies and Styles
Investment strategies are building blocks. Your portfolio is the structure you build from them. This guide breaks down the major approaches to investing.