The Complete Book
The full Family Office of One framework, from the family balance sheet to governance and continuity.
Companion resources
The operating tools.
The book explains the thinking. These resources are intended to help turn that thinking into a repeatable system.
The framework, brought together
Your family office.
One clear view.
In development
The Family Office of One Dashboard, developed through Robocene, brings the family-office framework into a single workspace for entities, ownership, accounts, records and the decisions behind them.
Explore the dashboard preview →
Robocene Foundry prototype · Fictional demonstration data · Preview only
See the structure
Bring entities, trusts and ownership relationships into view.
Keep the context
Organize account records, documents and the reasons behind decisions.
Plan for continuity
Connect the people, records and instructions that keep a family office running.
The book & seven companion resources
The principal’s toolkit.
A practical collection for organizing the family enterprise. The complete book and companion toolkit are in development. Availability and purchase options will be announced when ready.
Start with the free reader preview.
Read the Prologue and opening chapters of the current manuscript.
About the book →
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.