Self-Paced Educational Series • Member Access Required 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, operational governance, and office-first structure so students do not collapse their framework 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 Topics
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 future capital movement and operational treasury functions. Core Topics
Alignment With Private Path Educational Doctrine
The Family Office is not the trust.
The trust is not you. Administration always comes first. This educational framework focuses on administrative discipline, fiduciary literacy, operational governance, and lawful process structure.
Self-Paced Enrollment
Member Replay Access
Paid members may register for the Family Office Series replay access to receive entry into the private replay vault containing class recordings and educational materials. Register for Replay Access |
Please check our resources page for books we find will help you. |