Inside The Blueprint

Everything you need to build and run a lean family office.

A complete operating system with step-by-step instructions, 70+ plug-and-play templates, and a confidential peer circle to implement it — all in one place.

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18
Sequential Steps
5
Core Pillars
70+
Templates
90
Days to MVFO
The Blueprint

Five pillars. Eighteen steps.
One coherent system.

Each step produces tangible outputs that go into your Single Source of Truth. Progress is evidence-based, not aspirational.

Pillar 01
Foundation
  • Create your charter
  • Define your scope
  • Establish governance frameworks
  • Structure your entities
Pillar 02
Systems & Visibility
  • Set up your wealth map & SSOT
  • Design your operating model
  • Build your budget
Pillar 03
Coordination & Control
  • Coordinate your advisors
  • Manage cash & treasury
  • Organize tax & compliance
  • Close your books monthly
Pillar 04
Investment & Risk
  • Write your investment policy
  • Execute your investment operations
  • Manage risk & insurance
Pillar 05
Family & Legacy
  • Plan family governance & succession
  • Educate next generation
  • Design your philanthropy strategy
  • Scale & improve continuously
Implementation Pathways

Two ways to implement.
Choose based on urgency and scope.

Minimum Viable Family Office (MVFO)

A streamlined 90-day sprint focused on the essentials. Get a functioning office operational quickly — governance documented, systems running, monthly close in place, investment framework established.

This is the fastest path to professional-grade coordination without waiting for perfection.

Full Implementation

The complete blueprint across all 18 steps, including succession planning, next generation education, and philanthropy strategy. Timeline extends to 3-6 months for families who want the entire operating layer in place.

Both paths follow the same sequence — full implementation simply includes the optional family and legacy modules.

Role-Based Tracks

Guidance tailored to your function.

Each role gets a custom roadmap showing priorities, templates to own versus coordinate, timeline, checkpoints, and success metrics.

Principal / Family Member
Leadership, governance, strategic decisions
Coordinator / COO
SSOT, operating model, vendor coordination, cadence
CIO / Investment Lead
IPS, IC process, diligence, investment ops
CFO / Controller
Treasury, bill pay, tax coordination, monthly close
Executive Assistant
Evidence management, filing discipline, meeting support
What's Included

More than documentation.
A complete implementation toolkit.

01
Component 01
Step-by-step instructions for all 18 blueprint steps
Detailed guides covering objectives, deliverables, decision checkpoints, templates required, and done-looks-like criteria. No guessing what happens next.
02
Component 02
70+ plug-and-play templates
Word, Excel, and PDF templates for charters, policies, registers, logs, playbooks, workflows, and reporting packs. Copy, customize, deploy.
03
Component 03
SSOT architecture & filing discipline
Pre-built folder structure, naming conventions, permissions model, and version control standards. Your Single Source of Truth deployed in one day.
04
Component 04
First 90 Days implementation program
Week-by-week roadmap with milestones, checkpoint tracker, and clear evidence requirements. Accountability built into the sequence.
05
Component 05
LFO Coach AI assistant
GPT-based assistant trained on the full blueprint. Answers questions, navigates steps, explains outputs, and helps you determine what to do next.
06
Component 06
Document generation agents
AI agents that draft core documents by prompting you for inputs, then producing first-pass artifacts ready for review and approval.
07
Component 07
Blueprint glossary & navigation guide
Acronyms, definitions, conventions, minimum viable principles, SSOT rules, cadence rhythms, and template usage standards.
70+ Templates

Every document you need —
already built.

Policies, registers, logs, workflows, and reporting frameworks. Copy the template, fill in your data, file in the SSOT.

12
Governance & Foundation
18
Operations & Control
15
Investment & Risk
10
Reporting & Analytics
8
Family & Legacy
9
Workflows & Playbooks
Three-document framework for every artifact

Each template includes a GUIDE (instructions), EXAMPLE (filled-in reference), and TEMPLATE (blank copy). You always know what good looks like before you start.

The Peer Circle

More than content.
A confidential environment to implement it.

The blueprint gives you the system. The peer circle gives you the support to execute it — real operators sharing real work under Chatham House Rule.

01
Platform 01
Private discussion threads and knowledge sharing
LinkedIn-style network for peer-to-peer questions, templates in action, and real-world patterns from operators implementing the same system.
02
Platform 02
Live workshops and implementation sessions
Step-by-step working sessions on specific blueprint components — IPS drafting, SSOT setup, monthly close design, investment operations.
03
Platform 03
Office hours and Q&As
Direct access to blueprint architects and experienced operators for tactical guidance on stuck points and edge cases.
04
Platform 04
Accountability groups and peer working sessions
Small cohorts moving through the 90-day implementation sprint together. Checkpoints, peer reviews, and momentum built through group cadence.
05
Platform 05
Guest expert topic sessions
Specialist practitioners on tax coordination, estate planning, cybersecurity, and other operational domains relevant to family offices.
Confidential by design

All discussions follow the Chatham House Rule. Information shared can be used, but never attributed. This creates the trust required for candid, high-signal conversations about what actually works.

This is the operating standard for lean family offices.
Now you can implement it.

Applications are open now.

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