Family Office OSThe Family Office OS — Complete Bundle
Lend instead of gift. Structure before you need it. Document everything. One system, 00–06.
All four kits. One system. One price.
Who it's for
For the owner or operator who doesn't want one piece of this — you want the whole system installed. Lending, entities, protection, generational transfer, records, attorney handoff, and the AI layer, organized in one numbered folder system you work in order. If you expect to use two or more of the individual kits, the Complete OS is the correct purchase.
What's inside
00 — Start Here — Start-Here Welcome Guide + Official IRS Forms hub with always-current links, including the current Applicable Federal Rate. (2 files)
01 — Master Playbooks — Family Banking Guide · Family Bank Constitution · Family Meeting Agenda · Fortress Asset Protection Playbook · Entity Structuring Checklist · Master Vault Guide · IDGT Explainer · Trustee Responsibilities Cheat Sheet. (8 files)
02 — Visual Maps & Flowcharts — Visual Architecture Flowcharts for entity and trust structure. (1 file)
03 — Fill-in-the-Blank Templates — attorney-ready Promissory Note template (Word). (1 file)
04 — Spreadsheets & Calculators — Family Loan Amortization Calculator (Excel). (1 file)
05 — Attorney Handoff Scripts — the word-for-word Attorney Handoff Script. (1 file)
06 — AI Prompt Library — AI Wealth Architect Prompt Library (9 prompts — 1 master strategist + 8 specialists, with attorney/CPA guardrails), 10 day-one use-case scenarios, and answer-quality checklists. (2 files)
How it works
Pay once. Download instantly — your files appear on the success screen immediately after payment, and a copy is emailed to you. Start at 00 and work in order: the Welcome Guide sets the sequence, the playbooks teach, the templates draft, the calculator numbers it, and folder 05 is what you carry into your attorney and CPA meeting. They review and finalize everything for your state.
How do I receive my files?
Instantly on the success screen after payment, plus a copy by email. Re-download anytime on the My Purchases page with the email you paid with.
What if it isn't right for me?
The 30-day money-back guarantee covers every product, including this one. Full refund to your original payment method — no questions, no hoops.
Is this legal or tax advice?
No. This is education and templates only. Templates are attorney-ready drafts — a licensed attorney and CPA in your state review and finalize everything before you rely on it.