THE BARATELLI INSTITUTE · Mentoring at Scale
BUILT TO TRAVEL · THE LIBRARY OUTSIDE THE U.S.

Six guides written so they work in Sao Paulo, Singapore, Sydney, Tel Aviv, Dubai, and Lagos — not just New York.

The Library is built in the U.S. by a U.S.-licensed CPA, but the practitioner work is largely portable. This page sorts the catalog honestly: what was built for international readers from day one, what travels with the U.S.-tax sections skipped, what is being adapted right now, and what does not travel and why.

The religious and ethical overlays (Sharia, Buddhist, Confucian, Hindu) sit at equal billing in the front matter of First Principles; the chapter-body integration is uneven and is being deepened. The international quote canon (Australian PE, Asian, Latin American, African, Israeli, Korean voices) is woven into the chapters of the PE Guide. Treasure Assets carries eight regional chapters. Decide. Act. Now. is built around a consciously global cast — Leonidas, Cortez, Honda, Cabrini, Slim. The Business Owner's Playbook was written for the LMM operator wherever the LMM operator works. Wealth Psychology — the shirtsleeves-to-shirtsleeves problem — is the same dynamic in every culture; the committee said outright that omitting it from the front rank was the page's largest miss. None of this is bolted-on; it is how the work was scoped.

An African proverb says it cleanly: “If you want to go fast, go alone. If you want to go far, go together.”

That is why the Baratelli Institute is built around an idea we call The Power of the Pack. The Pack is every person who helps in any part of your financial life — your CPA, your wealth advisor, your attorney, your fractional CFO, your family-office staff, the trusted friends and family who see the whole picture. These guides are built for them, and for you, so the Pack can read together and act in unison.

One member of the Pack is strong. The Pack working in unison is unstoppable.

— The Power of the Pack · The Baratelli Institute

Why a U.S.-built library travels

Most of practitioner finance is not jurisdictional. The intrinsic-value math is the same in Mumbai as in Manhattan. The six sources of funds an operating company can deploy — cash flow, debt, equity, sales of assets, JV/partner capital, and stock-for-stock issuance — are the same six in Tokyo as in Tampa. The CFO function is the same set of decisions on either side of the date line. The family-office operating model is the same shape at $30M whether the family is in Geneva or Greenwich.

What is jurisdictional is tax, trust law, and statutory structure. The Library is honest about which guides depend on those layers and which don't. The page below is built around that distinction.

Front rank · built international by design

Six guides built for the international reader from day one

These guides were scoped with the international reader in mind. The case studies are not all U.S.; the cast is consciously global; the language is reviewed for portability. Read them with no skip list — with one calibrated exception noted on the Business Owner's Playbook entry below, where a minimal skip list applies.

01
FOUNDERS' SYNTHESIS · $99

First Principles of Master Investing

The synthesis volume distilling Buffett, Munger, the Outsiders CEOs, and a global cast. Every chapter pairs a principle with a named case study and a Show-the-Math intrinsic-value walk. The international applicability page sits in the front matter; the religious / ethical overlays (Sharia / Buddhist / Confucian / Hindu) sit at parity in framing, with case-level integration in the chapter walks uneven and being deepened in the next edition.

International evidence in the guide BYD · Wang Chuanfu · Li Lu · Japanese sogo shosha (the Buffett trade) · 3G / AmBev / AB InBev (the Brazilian Outsider) · equalized Sharia / Buddhist / Confucian / Hindu front-matter treatment · Voices from Global Practice distributed across chapters
02
PRACTITIONER REFERENCE · $349

The PE Guide

501 pages on the operating practice of private equity. The deepest international injection of the practitioner shelf — the international quote canon is woven into the chapter body, not appended. The Ch 23 cross-border work and the passive-investor withholding discussion sit alongside the U.S. fund-formation chapters as peers, not footnotes.

International evidence in the guide Schwarzman quotes (2x) · four Australian PE voices (PEP / Quadrant / Adamantem) · five voices across Africa, Israel, Latin America, and Korea · cross-border tax + passive-investor withholding in Ch 23
03
FO COMPANION · $99

Treasure Assets

The corporate-asset discipline for the collection. Eight regional chapters at flagship depth. Wine, watches, cars, art, books, coins, and the rest treated as a balance-sheet category rather than as a hobby — which is how the discipline actually has to read in Hong Kong, Sao Paulo, London, and Riyadh.

International evidence in the guide Eight regional collector-market chapters (Europe / Asia / Latin America / Middle East) · global collector quote canon · auction-specialist and guarantee deep-dive that travels · Ferrari-dedicated chapter as the cross-border case
04
ACTION COMPANION · $49 (forthcoming)

Decide. Act. Now.

The action-companion volume, built around twelve historical decisions. The cast is consciously global — the volume is not a list of U.S. founders. The friction-removal patterns it teaches do not depend on U.S. tax, U.S. statute, or U.S. financial-services structure. It travels because the decision moment is the same decision moment in any language.

International cast in the guide Leonidas of Sparta · Hernan Cortez (Spain) · Mother Cabrini (Italian immigrant) · William Wallace (Scotland) · Napoleon (Corsica) · Soichiro Honda (Japan) · William Knudsen (Denmark) · Carlos Slim (Mexico — Spanish-language outreach built in) · Australian penal-colony origin chapter
05
PRACTITIONER REFERENCE · $99

Business Owner's Playbook

For the lower-middle-market operator running the business. Written from the start with translation callouts and a "Letter to the LMM Operator" framing that is jurisdiction-neutral. The discipline of running a real operating company at this size is the same discipline in Mexico City, Manchester, or Melbourne — the playbook reads accordingly.

International evidence in the guide "Letter to the LMM Operator" front-matter · small-business translation callouts woven into the body · operating-cadence and KPI discipline written for the operator, not for a specific tax authority · substituted U.S.-only sections flagged inline
Minimal skip list The SBA-financing chapter and the U.S.-banking-specific working-capital sections substitute with local equivalents (your local SME loan-guarantee programme, your local revolver mechanics). The rest reads as written.
06
FO COMPANION · $99

Wealth Psychology

The shirtsleeves-to-shirtsleeves problem — how generational wealth dissolves — is the same problem in every culture that has ever transferred capital. The committee verdict (the prior Phil's Why panel said so first, and this panel agreed): Wealth Psychology is the most portable guide in the Library. The clinical-distinction chapter, the rising-gen onboarding sequence, the principal / spouse dynamics, the advisor-relationship architecture — none of these depend on a tax code.

International evidence in the guide Clinical-distinction framing usable in any culture · principal / spouse / rising-gen / advisor architecture is universal · the shirtsleeves-three-generations thesis is a cross-cultural empirical observation, not a U.S. one · the page is now closing the gap the committee flagged

Second rank · concept travels, U.S.-tax sections skip

Two guides where the practitioner concept is global; the tax overlay is U.S.-default

The framework is universal — the family-office operating model and the CFO desk look the same wherever you are. The U.S. tax / GAAP sections need to be substituted for the local equivalent. The skip-list below is explicit so the reader's time isn't wasted.

06
PRACTITIONER REFERENCE · $349

Family Office Reference Guide

The operating-model chapters — governance, IPS, treasury, vendor and AUM-tier compensation, AI and tech stack, cyber, death & succession — are jurisdiction-neutral. The Rockefeller Trust deep-dive translates because it teaches family-office architecture, not U.S. trust law.

Skip if reading outside the U.S. The §645 / OBBBA / state-tax overlay chapters, the U.S. estate-tax sections, and the Trust Selector tool's state-overlay layer. Substitute your local trust / estate / income-tax framework.
07
PRACTITIONER REFERENCE · $349

CFO & Controller's Guide

The dual-six framework (the six CFO seats / the six Controller seats) is the same in any jurisdiction. The capital-allocation chapter, the close calendar, the AI-readiness scorecard, the cyber scorecard, the audit walkthrough — these read the same in Singapore as in St. Louis.

Skip if reading outside the U.S. The U.S. tax sections (entity-level estimated tax, PTET, the OBBBA-cap items), the ASC 820 / U.S.-GAAP-specific guidance, the PCAOB / SOX 302 / SOX 404 sections, and the §382 / NOL walks. Substitute IFRS or your local GAAP; substitute your local audit regulator for PCAOB-specific procedural content; substitute your local tax authority for IRS-specific procedural content.

Working with a local CPA / chartered accountant? Treat these two guides the way you'd treat a U.S.-headquartered firm's group-policy manual: the operating chapters are how the function should run; the local team translates the tax and statutory sections. The companion Excel workbooks travel cleanly — the formulas have no jurisdiction.

In progress · international edition under construction

The Athletes' Wealth Playbook — international edition slowly being built

08
PRACTITIONER REFERENCE · $249 (US edition shipping)

Athletes' Wealth Playbook

The wealth-curve framing for the early-peak earner is portable; the structures around it are not. The current published version is U.S.-default (NIL, U.S.-league CBAs, U.S. agent regulation). The international adaptation — covering European football, cricket, rugby league/union, and the cross-border career-arc patterns — is in active development with a target ship window of Q1 2027.

What's already in the guide that travels The wealth-curve framework for early-peak earners. The post-peak chapter (career arc after the contract ends). The financial-literacy chapters for the rising-gen athlete. The Wealth Psychology cross-references. The international edition will localize the structures around these.

If you are the rising-gen principal of a non-U.S. family

You did not pick the family or the wealth. You are the one who has to keep it together for the next thirty years — in a jurisdiction the founder did not necessarily plan around, with a Pack of advisors who do not always speak the same language. The Library has a four-volume starter set written for exactly that seat.

Read in this order:

Suggested by Anaïs Vidal-Moreno (Mexico City) and Rohan Khurana (Mumbai) on the May 28 international committee.

The honest list · what doesn't travel today

Guides written for the U.S. reader — do not buy these for international use

These guides are deliberately U.S.-jurisdictional. The reason for each is below. Re-versioning is on the roadmap for several; until then, this is the honest read.

GuideWhy it's U.S.-only today
Estate Planning DecodedU.S. estate & gift tax · OBBBA exemption · state estate-tax overlay · §6166 / §303 / §2032A · not portable.
Trust AdministrationU.S. trust-law framework · corporate-trustee duties under U.S. case law · the five fiduciary-duty operating manual is built around U.S. statutory practice.
Liquidity Event Playbook§1202 QSBS · §338(h)(10) · §382 NOL · U.S. residency-audit defense · the working-capital-peg mechanics travel; the tax wrapping doesn't.
Business Buyer's GuideSBA-7(a) & 504 underwriting · U.S. lender-side mechanics. The search-fund and ETA concepts are increasingly global, but the financing chapters are not.
Gentrifying Small TownsHUD · HTC · NMTC · Opportunity Zones · U.S. zoning & fair-housing law · the mayor / developer mental model is broadly portable; the financing stack is not.
AI Integration DecodedAudit-defensibility is jurisdictional — the work cross-references U.S. SEC, PCAOB, IRS, and state-board posture. The agent templates and prompt patterns travel; the compliance overlay does not.

Honesty earns more than catalog-stuffing. If you're a U.K. reader looking for a U.K. estate-tax guide, this isn't it — and saying so saves your time and protects your trust.

Adjacent · the financial-literacy series has a dedicated international edition

Money Reality — International Edition (already built)

For the financial-literacy floor, there is a separate International Edition of the high-school volume that does the local translation work natively — bracket math, residency framing, retirement-account terminology localized rather than overlaid. It is the free / low-cost door for student and first-job readers outside the U.S.

Money Reality · HS International →

Get the international notes

When a Brief or Field Note is written with the international reader specifically in mind — or when a guide's international section is materially expanded — we'll send you a one-line note with the link. No drip. No sales sequence. Just the publishing notes that matter for an international read.

INTERNATIONAL READERS

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