Mentoring at scale — the library that meets you wherever your wealth is, from your first paycheck to your liquidity event to your legacy.

Print-quality books with companion Excel workbooks and 120+ free interactive calculators. Guides priced from $39 to $349 — by depth and audience. Start with a free chapter extract; buy the guide you need, when you need it.

NYSE Closing Bell

Armor Holdings · Nov 4, 2003 · Corporate Controller & Treasurer.

"I've spent thirty-five years mentoring people, and there's only so many people one person can sit next to. The Institute is mentoring at scale — the guides are how I'd tell you to solve the problem in front of you if I were in the room."

— Phil Baratelli, CPA, MBA · Founder · Read the founder story →

THE FOUR FLAGSHIP GUIDES

Four reference guides for the practitioners who run the operations, do the deals, steward the wealth, and protect the next generation that depends on it all.

FLAGSHIP — FAMILY OFFICE · THE POWER OF THE PACK

The Family Office Reference Guide

"Each advisor is strong. All advisors properly led are unstoppable."

37 chapters · 23 matter-workflow playbooks

+ EXCEL WORKBOOK + 23 WORKFLOWS + SCORECARDS

A family office isn't a department — it's an advisor pack. The estate attorney, the CPA, the wealth advisor, the trustee, the insurance broker, the art appraiser, the investment manager. The Family Office CFO is the quarterback who runs the play. This is the playbook for that seat — charter, governance, IPS, bill-pay, insurance, AI policy, family-meeting facilitation, household staff, next-gen stewardship.

$349

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FLAGSHIP — CFO & CONTROLLER · THE FLOORS-OF-PEOPLE DESK

The CFO & Controller's Reference Guide

"I used to joke that other companies had floors of people to do what I handled."

38 chapters · persona-routed

+ EXCEL WORKBOOK + KPI DASHBOARDS + AI PROMPTS

At a Fortune-100 the CFO function lives across a dozen siloed teams. At a mid-cap public company they all sit on one desk. This is the reference written from that desk — treasury, capital markets, M&A buy-side accounting, derivatives, SEC reporting, ASC 718 stock comp, the §382 NOL math, FP&A cadence, audit prep, AI integration, and the people-side topics textbooks miss.

$349

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FLAGSHIP — PRIVATE EQUITY · THE WORK INSIDE EVERY WRAPPER

The Practitioner's Guide to Private Equity

38 chapters

"Whether you are in a PE firm, or growing company, you will eventually be executing PE strategies."

+ EXCEL WORKBOOK + 9 DEAL MODELS + BELLWETHER SAMPLE

For PE GPs, operating partners, LPs — and the mid-cap CFO running tuck-ins, the corporate-development VP, the family-office direct-investing team, and the strategic-buyer CFO doing their first deal. The wrapper changes; the work doesn't.

$349

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FLAGSHIP — ATHLETES & NIL · THE FAMILY OFFICE AT NINETEEN

Athletes' Wealth Playbook

5 editions (Pro · College/NIL · HS · Coach-Parent · Veteran)

"An athlete is essentially a Family Office in their late teens and early twenties now."

+ EXCEL WORKBOOK + NIL CALCULATOR + 5 EDITIONS FREE

NIL created a generation of college athletes who will never see a pro locker room — but graduate with a six- or seven-figure nest egg, a brand, an LLC, multi-state tax exposure, and a thirty-year horizon to build on top of it. The AWP is the family-office playbook applied to that audience. And for parents, coaches, NIL collective directors, agents, and advisors who serve them.

$249

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See the full library — 22 guides total →  ·  Read the work — 3 free chapter extracts →  ·