Family Wealth Guides
& Research
Before You Build a Family Office
The cost structure, staffing questions, and mandate decisions that determine whether a family office makes sense, and what the alternatives look like.
DownloadThe Next Vantage Post-Exit Blueprint
An exit hands you roughly 2,500 hours a year and no structure for using them, so this blueprint lays out a first-year operating rhythm covering board work, home life, travel, and time with adult kids and grandkids
DownloadThe Family Wealth Charter
A five-section workbook for running your first family wealth meeting, moving from core values and the purpose of the capital through distribution standards and a draft family mission statement.
DownloadIPO Wealth Guide
The planning decisions that come with a public offering, from lockup mechanics to concentration risk, for founders, executives, and employees holding shares.
DownloadPre-IPO Wealth Planning Checklist
A working checklist of what to handle before the offering, when planning windows are still open.
DownloadQPRT Compliance Guide
What a qualified personal residence trust requires after it's funded, including the reporting and administration steps that get missed.
DownloadAmerica's 100 Greatest Courses: A Land Valuation Analysis
A best-use land valuation of every course in Golf Digest's 2025-2026 ranking, 100 properties across 34 states, with an aggregate midpoint near $10.9 billion.
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