Next Step After Risk Literacy • Before Patrick Devine Series Family Office SeriesPrivate Operations, Administration, and Compliance Foundations The Family Office Series is the bridge curriculum that comes after the Private Foundations & Risk Literacy Series and before the Patrick Devine Series. Its purpose is to build administrative discipline, records control, and operational governance so students do not collapse their structure through identity confusion, poor documentation, or premature “system interface” claims.
Curriculum Sequence:
Private Foundations & Risk Literacy Series → Family Office Series → Patrick Devine Series
VOLUME 1Family Office Foundations (Phase 0)Purpose: Establish administrative authority before jurisdiction attaches. Key Chapters
VOLUME 2Family Office Operations & CompliancePurpose: Train the office to interact with systems without collapse. Core Topics
VOLUME 3Family Office & Trust InterfacePurpose: Introduce trusts as tools, not identities. Core Topics
VOLUME 4Family Office & Treasury FunctionPurpose: Prepare for capital movement without premature banking claims. Core Topics
Alignment With Private Path Doctrine
The Family Office is not the trust.
The trust is not you. Administration always comes first. This framework harmonizes with fiduciary law, avoids sovereign traps, supports Patrick-aligned private administration.
Coming Soon — Classes Will Be Announced
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