THE BARATELLI INSTITUTE · Mentoring at Scale
ROUTE 4 OF 6 · FOR FAMILY OFFICES

For $5M+ net-worth family principals, the family-office CFO, and the advisor pack that runs the play.

A family office isn’t a department; it’s an advisor pack — the estate attorney, the CPA, the wealth advisor, the trustee, the insurance broker, the art appraiser, the investment manager. The Family Office CFO is the quarterback who runs the play. This route is the reference shelf for that seat: charter and governance, the IPS, bill-pay, insurance, AI policy, family-meeting facilitation, household staff, next-gen stewardship, and the legacy infrastructure (estate plan, trust administration, treasure-asset stewardship) that keeps the wealth pack working across generations.

$99 to $349 per guide. Practitioner-grade. Read the work before you commit — 3 free chapter extracts →

Recommended path.

Each strong on its own. Properly led together, unstoppable.

These are reading paths, not bundles. Every Guide is sold individually on Gumroad — there is no discount, no package, no “buy three save X.” The dollar totals below simply add up the à-la-carte prices for the practitioner who follows the recommended path. Buy one and stop. Or buy the three that match your week. The Library is built to compose on the shelf, not to upsell at checkout.
If you buy one
The Family Office Reference Guide
$349
  • 37 chapters · 23 matter-workflow playbooks
  • The IPS, bill-pay, insurance, AI policy, household staff
  • The Family Office CFO seat — quarterbacking the pack
Preview the listing →
If you buy three
Legacy infrastructure set
$647
The seat (FO Guide) + the plan (EPD) + the operations (Trust Admin). The legacy infrastructure for a multi-generational household.
The full route
Family Office full kit
~$1,095
Wealth Psychology is the “shirtsleeves to shirtsleeves” insurance policy. Treasure Assets covers the collections sitting at 20-40% of household net worth that nobody else writes about. AWP for families with a teenage athlete — a Family Office in their late teens.

Every guide in this route.

Primary first.

FO Guide
Flagship · Primary

The Family Office Reference Guide

37 chapters · $349

How a single-family, multi-family, or virtual family office actually operates — from charter and governance, to investment policy, to bill-pay and cash management, to insurance and risk, to AI policy, to family-meeting facilitation. 23 matter-workflow playbooks. Cyber, AI, vendor, and household-staff scorecards built in. The seat the Family Office CFO occupies.

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EPD
Primary

Estate Planning Decoded

Multi-volume · $149

Federal $15M / $30M post-OBBBA permanent exemption, 22-state estate-tax overlay, the NY cliff trap, generation-skipping (GST) mechanics, qualified disclaimers, portability elections, and the practitioner judgment behind which trust does what. Like air in the family-office room.

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Trust
Primary

Trust Administration Guide

Companion to EPD · $149

Once the trust is signed, somebody has to actually administer it. Distribution accounting, fiduciary income vs. principal, UPIA, §645 election, trustee fee structures (NICA), 1041 prep cadence, beneficiary K-1s, termination & final accounting. The Rockefeller Trust deep-dive case study.

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WP
Primary

Wealth Psychology Guide

Therapist-reviewed · $99

The behavioral and family-systems work that determines whether wealth survives a generation. Money scripts, intergenerational money trauma, the “shirtsleeves to shirtsleeves” pattern, identity formation post-liquidity-event, the practitioner-grade frameworks for facilitating family-wealth conversations.

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TA
Primary

Treasure Assets Reference Guide

~12 chapters + Ferrari deep-dive · $99

Managing collections as actual financial assets. Acquisition due diligence, basis & provenance, TCO (insurance + storage + service + opportunity cost), auction-house economics, freeport storage with FBAR/8938 implications, agreed-value vs. ACV insurance settlement gap, the four exit paths.

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AWP
Primary (for households with NIL-age athletes)

Athletes’ Wealth Playbook

5 editions · $249

NIL created a generation of college athletes who will never see a pro locker room — but graduate with a six- or seven-figure nest egg, a brand, an LLC, multi-state tax exposure, and a thirty-year horizon. An athlete is essentially a family office in their late teens. AWP applies the family-office playbook to that audience — Pro · College/NIL · HS · Coach-Parent · Veteran.

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AI
Secondary

AI Integration Decoded

$99

The AI-policy chapter the family-office governance committee will ask for. Model selection, audit-defensible prompt patterns, the workflows where AI moves the needle for FO staff today vs. where it doesn’t yet.

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PE
Secondary · direct-investing

The Practitioner’s Guide to Private Equity

$349

For the family-office direct-investing team. The same playbook the fund GP uses, applied to the FO seat. Sourcing, IC process, valuation governance (ASC 820), operating cadence with portcos.

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Free tools for the FO desk.

Same math, no signup.

Family Office Cost CalculatorSFO vs MFO vs VFO 5-year P&L. Trust Type SelectorGRAT / IDGT / SLAT / dynasty / CRT. Estate Tax Sunset HeadroomPost-OBBBA $15M + state overlay. Estate Business ValuationDLOM/DLOC + §2703 defense. Estate Planning for CollectiblesSell now/later/heirs/charity. Treasure Asset WorkbenchTCO + insurance + storage + exit. Treasure Asset TCOInsurance + storage + maint + opp cost. Insurance ReserveAgreed-value vs ACV settlement gap. Auction House Take-RateSotheby’s, Christie’s, RM, Heritage. Storage DecisionClimate + security + freeport + FBAR. Athlete Wealth TrajectoryCareer window + post-career. Roth Conversion StairstepMulti-year bracket fill + IRMAA.

All tools for this route on the filtered catalog →

Not for you?

Pick the route that matches where you are right now.

Route 1
Student
HS, college, recent grad.
Route 2
Working Adult
20s-30s, salaried, first wealth.
Route 3
Wealth Builder
Self-employed, business owner, founder.
Route 5
Specialist Practitioner
PE, CFO, CPA, attorney, RIA. The desk.