Family Office of One
Your Family Is the Enterprise—and You Are the Principal.
Not another book telling you to spend less and buy an index fund.
This book begins after the ordinary rules of household finance stop being enough. Once a family has meaningful assets, businesses, investments, entities, tax exposure and estate-planning needs, the problem is no longer merely saving more. It is managing a system.
Family Office of One translates family-office thinking into a model a sophisticated family can actually use: understand the balance sheet, structure ownership, coordinate advisers, allocate capital, preserve records, plan taxes, manage risk and govern the enterprise.
From mindset to operating system
The opening chapters trace the mental shift: Protect It. Plan It. Grow It. The rest of the book applies that way of thinking across the family enterprise.
Balance sheet, ownership, records and bookkeeping.
Banking, credit, procurement, cash and debt.
Spreads, value, bonds, public and private investments.
Entities, intercompany transfers, trusts and asset protection.
Insurance, tax planning and philanthropy.
Business ownership, succession, governance and the family office manual.
“The principal does not need to do every job. The principal needs to understand how the jobs fit together.”
Family Office of One