Family Tree Inc publishes the comprehensive Single-Family Office (SFO) operational manual and wealth governance playbook by private wealth advisor Kenneth Sharp DeBolt. Engineered for ultra-high-net-worth (UHNW) families, family office executives, and wealth principals navigating entity structuring, family constitutions, direct private equity co-investments, trust administration, and cybersecurity risk management.
No generic high-level theory. You receive immediate digital access to the comprehensive technical manual, customizable legal contracts, and financial spreadsheets.
Comprehensive institutional operational framework formatted for family principals and managing directors.
Legally vetted family governance documents, family council voting rules, and dispute resolution models.
Standardized IPS templates, asset allocation matrices, and direct deal evaluation scorecards.
Multi-entity accounting architecture tracking net worth, capital commitments, and liquidity reserves.
Each chapter guides you systematically through operational systems, compliance, risk mitigation, and commercial scaling.
Operating company vs. private trust company (PTC) models, management company capitalization, family office rule 202(a)(11)(G)-1 SEC exemption, and multi-state tax nexus.
Family assembly charters, dispute resolution mechanisms, next-generation financial literacy curricula, voting rights distribution, and wealth stewardship expectations.
Capital preservation mandates, liquidity tiering (cash, fixed income, public equities, real estate, alternatives), target rate of return hurdles, and risk appetite parameters.
Deal screening rubrics, commercial and legal due diligence checklists, co-investment syndication rights, board seat governance covenants, and liquidity exit horizons.
Irrevocable grantor trust (IDGT) compliance, generation-skipping transfer (GST) tax tracking, annual trustee accounting schedules, and private foundation philanthropic charters.
Air-gapped wire transfer verification protocols, digital privacy shields, executive travel security, kidnap & ransom policies, and catastrophic business continuity planning.
We believe in establishing clear operational expectations before purchase. Here is who this blueprint is designed for.
Instant digital access to the complete technical operations manual, contract agreements, and financial calculation models. Review our return policy before acquiring.
We believe in 100% transparency. Here is exactly how digital delivery, refunds, and your privacy are handled.
The Single-Family Office (SFO) Infrastructure & Wealth Governance Playbook is delivered as an instant digital download. Because the operational technical manual, worksheets, and contract agreements are immediately accessible upon purchase, our return policy is structured clearly and fairly.
Refunds can be requested within 14 days of purchase, provided the files, templates, and accompanying documents have not been downloaded.
Once downloaded, digital files are considered accessed and sales are final.
If you experience any issue downloading or viewing the manual, spreadsheet models, or SOP documents, our office will promptly resend them or provide full resolution.
Any accidental duplicate transactions are refunded in full immediately upon notification.
Approved refunds are returned to your original payment method within 5-10 business days.
Email Kenneth@familytreeinc.site with your order details and purchase email.
FAMILY TREE INC respects your business and personal privacy. This notice outlines how your data is handled when visiting our website or acquiring the technical operations manual.
Name and email address provided during checkout or contact inquiries, along with standard web server access logs.
Strictly to fulfill your digital purchase, send customer support updates, and answer inquiries. We never sell, rent, or trade your data.
All payment transactions are handled through encrypted, industry-standard payment processors. We do not store credit card details.
We use essential session cookies only for security, user verification, and website performance.
You can request a copy of your stored records or request deletion at any time by contacting our office.
These terms govern your purchase and use of the Single-Family Office (SFO) Infrastructure & Wealth Governance Playbook. By purchasing, you agree to these conditions.
FAMILY TREE INC provides an operational digital manual and administrative toolkit sold for single-organization internal use.
You receive a single-business, non-transferable license to implement these materials. Reselling, public sharing, or redistributing the files is strictly prohibited.
This manual provides operational, technical, and commercial guidance. Commercial performance and operational results remain the sole responsibility of the business operator.
Refund eligibility strictly adheres to our 14-day digital return policy stated above.
FAMILY TREE INC and Kenneth Sharp DeBolt are not liable for operational errors, third-party contractor disputes, or commercial losses resulting from implementation.
These terms are governed by and construed in accordance with the laws of the State of California.
We are glad to answer questions regarding the manual's operational scope, templates, or digital order fulfillment support.
Direct technical advisory channel for operators, consultants, and digital order inquiries.