Reference guides written for professionals who operate at the highest levels of wealth, business, and complexity. Actionable. Comprehensive. Built for the room where decisions are made.
The CPA who understands real estate administration catches the cost segregation opportunity the property manager missed. Cross-disciplinary awareness is not about replacing other advisors — it is about being a better one.
Philip A. Baratelli is a CPA and MBA with direct experience advising ultra-high-net-worth families and the professionals who serve them. The Baratelli Institute publishes definitive reference guides for professionals who operate at the highest levels of business complexity.
Each guide in the series delivers the same depth, precision, and actionability. Professionals who read one guide come back for the rest.
The complete operational map for family office administration — from assembling the advisor team to managing the death of a principal. 184 pages, 15 chapters, 14 worksheets.
The definitive reference for acquiring, structuring, and operating a business purchase. Due diligence, financing, integration, and the first 100 days.
The operational handbook for finance leaders — from financial reporting and treasury management to building the finance team and managing board relationships.
The reference guide for principals of professional service firms — from pricing and client management to firm structure, talent, and succession planning.
The definitive reference for real estate developers, investors, and municipalities navigating urban transformation — from market analysis to community engagement and regulatory strategy.
The complete Baratelli Institute library. All five definitive guides at a significant discount. The most comprehensive professional reference collection available.
Not a textbook. Not a blog post. A working reference built for the professional in the room.
Most family office guides treat technology as an afterthought. This guide does not. Artificial intelligence belongs here, at the front, because the most consequential decision a family office makes in 2025 and beyond is whether to build AI into the connective tissue of the office from day one.
The families that build AI-native offices will compound two advantages simultaneously: they will operate at lower cost than peer offices of equivalent complexity, and they will make decisions faster and with better synthesis of information.
AI does not replace the quarterback. It makes the quarterback's reads faster, the plays more precise, and the coordination tighter. The judgment still belongs to the family and its advisors.
Every chapter ends with a worksheet or checklist you can use immediately. Every section includes specific AI prompts. Nothing is theoretical.
Professional-grade reference material at a price any advisor can expense in the first hour it saves them.