The School · Season One · Shelf 02 of 8

The Office. Build and run your family office.

8 courses38 lessons5 open
01

The Family Office Explained

What the wealthy have (a CIO, a board, a plan, a staff) and the solo-scale version.

  1. 1.1What a family office actually does all dayComing
  2. 1.2The roles: CIO, CFO, the board, the staffComing
  3. 1.3The solo version: one builder, one AI, one planComing
  4. 1.4The fragment problem: why your money is managed by six apps that don't talkComing
02

The Written Plan

The Tycoon IPS: your number, your horizon, your buckets, your risk, your rules.

  1. 2.1The number: when do you become a tycoonComing
  2. 2.2The horizon: money you need in a year versus money for 2040Coming
  3. 2.3The buckets: cash, businesses, Bitcoin, stocks, the restComing
  4. 2.4Risk you can live with, written before the drawdownComing
  5. 2.5The one-page investment policy statementComing
03

The Rules

The powder band, the deposit law, sizing, the floor, and no position without a thesis.

  1. 3.1Powder: cash held on purposeComing
  2. 3.2The deposit law: pay yourself first, on a scheduleComing
  3. 3.3The floor and the bandComing
  4. 3.4Sizing: never more than the rules allow in a single dayComing
  5. 3.5No position without a written thesisComing
  6. 3.6The fund's six rules, and why each one existsComing
04

The Board

Net worth, businesses at a multiple, the buckets, and the score.

  1. 4.1One screen: everything you own, priced todayComing
  2. 4.2Valuing your own business: MRR times your multiple, labeled honestlyComing
  3. 4.3Net worth versus liquid net worthComing
  4. 4.4The score: deposits kept, rules honored, plan versus actualComing
05

The Thesis

How to write one, how to size it, and what would change your mind.

  1. 5.1The thesis in plain words: why you own itComing
  2. 5.2What would change it: the exit written before the entryComing
  3. 5.3The decade horse and the explosive play: seats, not picksComing
  4. 5.4Reviewing a thesis without lying to yourselfComing
06

The Quarterly Review

The CIO's questions, plan versus actual, and what to change.

  1. 6.1The four questions every quarterComing
  2. 6.2Plan versus actual: where the gap came fromComing
  3. 6.3Rebalancing: when the rules say moveComing
  4. 6.4The decision log: your past self as a witnessComing
07

Cash and Runway

Powder as an asset, treasury management, and the fragment bill.

  1. 7.1Runway: months of life at today's spendComing
  2. 7.2Where cash should sit, and what it should earnComing
  3. 7.3The fragment bill: what your scattered stack costs youComing
  4. 7.4Is My Money Safe Just Sitting in the Bank?Read
08

Structure and Taxes

Entities, accounts, and the plays the wealthy run. Later, and carefully.

  1. 8.1Why the rich own nothing and control everythingComing
  2. 8.2Buy, borrow, die: the play explainedComing
  3. 8.3Entities: when a builder needs one, and when he doesn'tComing
  4. 8.4How Do the Rich Pay Almost No Tax, Legally?Read
  5. 8.5Why Does Every Billionaire Own Nothing?Read
  6. 8.6How Does $1,700 Become $5 Billion , Tax‑Free?Read
  7. 8.7Why Does a Billionaire Pay a Lower Tax Rate Than His Secretary?Read
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