Start with the problem
Why complex wealth becomes an operating problem.
Insights
The knowledge centre.
The working library behind the Lean Family Office: category ideas, diagnostics, operating methods, workflows and practical guides for the people who run complex family wealth.
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How a Lean Family Office moves from personal dependency to operating discipline.
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How Lean compares with other ways of organising family wealth.
9 insights in The Coordination Problem
19
The Coordination Problem
The Handoff Problem: Preparing Advisers Before the Meeting
When advisers meet cold, the family becomes the integrator. Preparing advisers from one shared picture turns a set of specialists into coordinated advice.
20
The Coordination Problem
Running the Monthly Close for a Family Office
A family office monthly close reconciles accounts and updates the single source of truth on a fixed cadence, keeping the picture true between adviser meetings.
22
The Coordination Problem
The Adviser Register: How to Document Who Does What
An adviser register records every adviser's scope, boundaries and authority, not just contacts. Why it beats a contact list, and what belongs in it.
23
The Coordination Problem
Building Your First Compliance Calendar
A family office compliance calendar is one forward-looking schedule of every recurring obligation, with an owner and due date for each.
24
The Coordination Problem
The Family Office of One: When You Are the Whole System
A family office of one runs on a single person holding everything in their head. Why that's the biggest risk in a complex family.
25
The Coordination Problem
What a Family Office Coordinator Actually Does
A family office coordinator holds the full picture before any adviser sees it, integrating tax, legal, investment and operations, accountable to the family.
43
The Coordination Problem
The Founder's Paradox: When the Founder Becomes the Family Office
The habits that create control while wealth is built can turn the founder into the operating system holding complex family wealth together.
45
The Coordination Problem
Stop Being the Human API Between Your Advisers
Good advisers own their mandates. Someone still needs to own the joins, the shared facts and the follow-through between them.
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The Coordination Problem
Systemise Before You Hire
Define recurring work, rules and ownership before using headcount to absorb complexity. Then resource the human work that remains.
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Net Worth · by Amin Naj
The founder’s note behind the operating model.
Amin writes about complex family wealth, the systems behind it, and the move from Founder to Principal.
Read Net Worth