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, 28 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.
- 1Why Your Advisors Need to Talk to Each Other
- 2How Your Portfolio Should Be Put Together
- 3Turning Your Savings Into a Paycheck
- 4The Risks That Can Undo a Good Plan
- 5Making Sure Your Money Goes Where You Want
- 6Who Handles What Between Your CPA, Attorney, and Advisor
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.
- 1When to Start Planning Your Exit
- 2What Your Business Is Actually Worth
- 3Who You Can Sell Your Business To
- 4How the Deal Is Structured, and What You Keep
- 5What to Do With the Money After You Sell
- 6What Happens to the Business If Something Happens to You
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.
- 1What Alternative Investments Are, and Who Can Buy Them
- 2Owning Private Companies
- 3Lending to Companies Instead of Owning Them
- 4Owning Property Through a Fund
- 5Investing in Energy Production
- 6Investing in Early-Stage Companies
- 7Litigation Finance, Royalties, and Other Uncommon Assets
- 8What You Are Signing, and What You Are Paying
- 9How Much to Commit, and When You Get It Back
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.
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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.