Library
The Tools and Strategies, Explained
The Solutions section is about your circumstances. This is about the instruments themselves — what they are, how they work, and where each one fits. Four books, 7 chapters, and a working reference for the strategies institutions and the ultra-wealthy have used for decades.
Tax Mitigation
The strategies that reduce, defer, and in some cases eliminate the tax drag on your wealth — explained on their merits, including where each one fails.
- 1How Much Taxes Actually Cost You Over Time
- 2Selling Investment Property Without Paying the Tax Now
- 3Owning Real Estate Without Being the Landlord
- 4Deferring a Large Gain by Reinvesting It
- 5Getting Bigger Depreciation Deductions Sooner
- 6Large Deductions From Energy Investments
- 7Giving to Charity and Cutting Your Tax Bill
Wealth Management
How a coordinated plan turns assets into durable income, manages risk across a full balance sheet, and keeps investments, taxes, and estate working toward one objective.
This book is on the way — we’ll announce it when the first chapters are ready.
Business Succession Planning
Transitioning ownership of a privately held business — to family, management, or an outside buyer — while preserving value and protecting what you built.
This book is on the way — we’ll announce it when the first chapters are ready.
Alternative Investments
An institutional toolkit made accessible to individual investors: private equity, private credit, real estate, energy, and specialty assets, and the role each can play.
This book is on the way — we’ll announce it when the first chapters are ready.
Table of Contents
Every chapter in the Library, in reading order. Start anywhere — each chapter stands on its own and points to the ones it depends on.
- 1
- 2
- 3
- 4
- 5
- 6
- 7
- 1Why Your Advisors Need to Talk to Each OtherSoon
- 2How Your Portfolio Should Be Put TogetherSoon
- 3Turning Your Savings Into a PaycheckSoon
- 4The Risks That Can Undo a Good PlanSoon
- 5Making Sure Your Money Goes Where You WantSoon
- 6Who Handles What Between Your CPA, Attorney, and AdvisorSoon
- 1When to Start Planning Your ExitSoon
- 2What Your Business Is Actually WorthSoon
- 3Who You Can Sell Your Business ToSoon
- 4How the Deal Is Structured, and What You KeepSoon
- 5What to Do With the Money After You SellSoon
- 6What Happens to the Business If Something Happens to YouSoon
- 1What Alternative Investments Are, and Who Can Buy ThemSoon
- 2Owning Private CompaniesSoon
- 3Lending to Companies Instead of Owning ThemSoon
- 4Owning Property Through a FundSoon
- 5Investing in Energy ProductionSoon
- 6Investing in Early-Stage CompaniesSoon
- 7Litigation Finance, Royalties, and Other Uncommon AssetsSoon
- 8What You Are Signing, and What You Are PayingSoon
- 9How Much to Commit, and When You Get It BackSoon
Not sure which applies to you?
Start from your circumstances instead. Tell us what you are facing, and we will point you to the chapters that fit.