The free resources that used to sit in a password-protected data room are now available through one short form. No password is needed.
What you can request
- The PDF of Centimillionaire Strategies by Richard C. Wilson, on six challenges families worth $100M or more run into
- The Family Office Creation Kick-Off Questions, a 50-question worksheet
- A short guide to family office governance models
- A one-page summary of how family offices invest directly
How to get them
Fill in the form on the book page or the resources page. The resources page also lists the free series, the fireside chats and Family Office Club events.
Educational only. Nothing on this site is investment, tax, legal, accounting or other professional advice, or a recommendation on any security, manager, structure or allocation. Speak with qualified professionals before acting.