archive

Writing

Essays, frameworks, and field notes on investing, operating a family office, and the tools that actually work.

2025 Q4 The Family Office of One: A Manifesto Why most family offices are over-staffed, under-systematised, and how a single disciplined operator with the right tools can do it better. FRAMEWORK 2025 Q1 Deneme Deneme OPERATIONS 2025 Q3 Why Most Hedge Fund Due Diligence Is Backwards The industry does DD in the wrong order, focusing on returns before understanding the risk engine that produced them. ALTS 2024 Q4 AI as Infrastructure: Running a Lean Office at Institutional Quality Practical notes on how AI tools actually get used in a working family office — and where they still fall short. OPERATIONS