Tools & Reference
Resources
Practical tools, templates, and guides for operating a modern family office. Everything here is something I actually use or have built.
Ref 001
Family Office Setup Checklist
The foundational decisions — custody, structure, mandate design, reporting — laid out in a practical sequence. No consultancy required.
Ref 003
AI Stack for the Modern FO
Curated tools I actually use: portfolio management, research synthesis, email triage, and local model infrastructure.