Financial intelligence for substantial wealth
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Learn

Five guided reading paths through the encyclopedia — ordered curricula that take you from vocabulary to fluency. Read at your own pace; nothing to sign up for.

Foundations of Substantial Wealth

Start here: the mental model for everything else on this site. 8 entries · ~59 min

  1. Managing Substantial Wealth 7 min
  2. Complexity, Not Net Worth, Drives Structure 7 min
  3. Asset Allocation 8 min
  4. Liquidity Allocation 6 min
  5. Tax Coordination 8 min
  6. Estate Planning: The Landscape 8 min
  7. Risk Management for Families 8 min
  8. Building an Advisory Team 7 min

Private Markets, From Zero

From 'what is a buyout' to reading an LPA without flinching. 10 entries · ~69 min

  1. Private Markets: A Field Guide 9 min
  2. Private Equity (Buyouts) 7 min
  3. Venture Capital 6 min
  4. Private Credit 7 min
  5. Capital Calls and Distributions 7 min
  6. IRR, MOIC, DPI, and TVPI 8 min
  7. J-Curves and Vintage Years 6 min
  8. Private Fund Fees and Terms 7 min
  9. Secondaries 6 min
  10. Evaluating a Private Fund 6 min

Estate & Trust Literacy

The documents, the taxes, and the trust alphabet — GRATs to dynasty trusts. 10 entries · ~69 min

  1. Estate Planning: The Landscape 8 min
  2. Estate and Gift Taxes 7 min
  3. Wills and Revocable Trusts 6 min
  4. What Is a Trust? 8 min
  5. Revocable vs. Irrevocable Trusts 6 min
  6. GRATs 7 min
  7. Dynasty Trusts 8 min
  8. Choosing a Trustee 8 min
  9. The Generation-Skipping Transfer Tax 5 min
  10. Trust Situs 6 min

Protecting the Balance Sheet

Liability, fraud, cyber, insurance — the defensive curriculum. 8 entries · ~54 min

  1. Risk Management for Families 8 min
  2. Umbrella and Excess Liability 8 min
  3. Cybersecurity for Wealthy Families 8 min
  4. Fraud and Scams That Target Wealth 6 min
  5. Concentration Risk 6 min
  6. Leverage Risk 6 min
  7. Insuring Significant Homes 7 min
  8. Asset Protection Trusts 5 min

Governance & the Next Generation

Keeping the family — not just the money — working across generations. 8 entries · ~54 min

  1. Family Governance 8 min
  2. Family Constitutions and Charters 6 min
  3. Family Meetings That Work 6 min
  4. Raising Children Around Wealth 8 min
  5. Financial Education by Age 6 min
  6. Inheritance Conversations 6 min
  7. Family Employment Policies 6 min
  8. Business Succession Planning 8 min

Or browse by discipline

Wealth Managing Wealth

9 entries

 Invest Investing

12 entries

 Invest Public Markets

17 entries

 Invest Private Markets

19 entries

 Invest Real Estate

8 entries

 Invest Lifestyle Assets

7 entries

 Plan Tax

11 entries

 Plan Estate Planning

10 entries

 Plan Trusts

12 entries

 Plan Philanthropy

8 entries

 Plan Insurance

8 entries

 Plan Risk Management

7 entries

 Plan Banking & Credit

7 entries

 Family Family Office

7 entries

 Family Family Governance

7 entries

 Family Next Generation

6 entries

 Family Global Wealth

7 entries

 Family Professionals

7 entries

The reference shelf

180 glossary terms, six illustrative calculators, a professional directory, and a research desk — the rest of the library.

Glossary Calculators Directory

The Wealth Ladder

Managing Substantial Wealth Wealth at $10MWealth at $25MWealth at $50MWealth at $100MWealth at $250MWealth at $500MWealth at $1B+

Invest

Investing Public Markets Private Markets Real Estate Lifestyle Assets Markets Overview Screener

Plan

Tax Estate Planning Trusts Philanthropy Insurance Risk Management Banking & Credit

Family

Family Office Family Governance Next Generation Global Wealth Professionals

Reference

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