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.