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This title is printed to order. This book may have been self-published. If so, we cannot guarantee the quality of the content. In the main most books will have gone through the editing process however some may not. We therefore suggest that you be aware of this before ordering this book. If in doubt check either the author or publisher’s details as we are unable to accept any returns unless they are faulty. Please contact us if you have any questions.
This book is designed to be helpful to anyone who wants to formalize their direct investments, improve their deal flow, or have a virtual or single family office which typically starts at $15M-$30M on net worth, but if you are a centimillionaire ($100M+), this is the only book every written really focused squarely on your needs.
All of my clients are 1st or 2nd generation families, most are entrepreneurial, and all have some desire to improve their direct investments into operating businesses and real estate assets. After meeting over 2,000 family offices in person, speaking at 250+ events and signing agreements with over 30 families worth $100M+ over the last 12 years I have seen that those newly liquid or ultra-wealthy make almost all of the same mistakes. I have also seen that there are gaps in almost every single family office that are fundamental, costly, and easily avoided through models, processes, systems, tools, and guidance.
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This title is printed to order. This book may have been self-published. If so, we cannot guarantee the quality of the content. In the main most books will have gone through the editing process however some may not. We therefore suggest that you be aware of this before ordering this book. If in doubt check either the author or publisher’s details as we are unable to accept any returns unless they are faulty. Please contact us if you have any questions.
This book is designed to be helpful to anyone who wants to formalize their direct investments, improve their deal flow, or have a virtual or single family office which typically starts at $15M-$30M on net worth, but if you are a centimillionaire ($100M+), this is the only book every written really focused squarely on your needs.
All of my clients are 1st or 2nd generation families, most are entrepreneurial, and all have some desire to improve their direct investments into operating businesses and real estate assets. After meeting over 2,000 family offices in person, speaking at 250+ events and signing agreements with over 30 families worth $100M+ over the last 12 years I have seen that those newly liquid or ultra-wealthy make almost all of the same mistakes. I have also seen that there are gaps in almost every single family office that are fundamental, costly, and easily avoided through models, processes, systems, tools, and guidance.