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I. Introduction: The Operating Layer Every wealth-generating activity (a tech startup, a real estate portfolio, or a con...
I. Introduction: The Crisis of the Third Generation There is an old adage found in nearly every culture: "Shirtsleeves t...
I. Introduction: The CEO Mindset When most people start a business, they simply register an LLC and start selling. When...
I. Introduction: The Weighted Crown In the previous entry, we built the "Fortress" (the Trust). Now, we must appoint the...
I. Introduction: The Power of the Private Lender In a traditional financial system, if a child wants to buy a home or st...
I. Introduction: The Strategic Giver In the "Fortress" model, philanthropy serves a dual purpose. Externally, it allows...
I. Introduction: The Evolution of Capital For most of the 20th century, investing and charity were kept in separate silo...
I. Introduction: The Death Tax The Estate Tax is a tax on your right to transfer property at your death. It is often ref...
I. Introduction: The Strategic Role of a Prenup In the eyes of the law, marriage is a financial partnership. Without a p...
I. Introduction: The Family Operating System A Family Constitution (sometimes called a Family Charter or Protocol) is a...
I. Introduction: The Stewardship Path Financial literacy for the next generation of a dynasty is not about teaching them...
I. Introduction: The Split-Interest Strategy The IRS allows for a sophisticated form of giving called Split-Interest Gif...
