Family Office OS — Education, Templates & Systems
A complete operating system for family lending, entity structure, asset protection, and generational transfer. 16 files. Organized 00–06. Built to walk into your attorney and CPA meeting prepared — not guessing.
Instant download after payment · A copy is emailed to you · Covered by the 30-day money-back guarantee
Not in a crash. In paperwork that never got done.
You help a family member with money and call it a gift. No note. No interest. No record.
The wealthy do the opposite. They lend — with a signed promissory note, interest at or above the IRS Applicable Federal Rate, and a payment schedule. The money comes back. The relationship stays clear. The IRS file is clean. Unstructured gifts don't.
House. Rentals. Business interests. All titled to you personally.
That means one lawsuit, one creditor, one accident can reach all of it. Properly structured and maintained entities separate what you own from who you are. That separation is the work — and it has to be done before you need it.
This is the Clear Weather Rule: you build the roof while the sun is shining.
Transfers made after a claim arises can be challenged or unwound. Structure built early, documented properly, and maintained over time is structure that holds. Structure built in a panic rarely does.
None of this requires a family office with a staff. It requires a system, the right paper, and a meeting you're prepared for.
Five layers. One folder system. No loose documents.
A family bank structure, a promissory note template your attorney finalizes, and an amortization calculator — so every family loan is documented, priced at the current AFR, and tracked like a real loan.
Playbooks and checklists for how assets are held, separated, and maintained — including an 11-step entity structuring checklist and visual architecture flowcharts you can follow at a glance.
A family bank constitution, a one-page family meeting agenda, and trustee and record-keeping cheat sheets. Wealth that lasts is wealth that is written down and reviewed on a schedule.
A word-for-word handoff script for your attorney and CPA meeting. You arrive with decisions drafted and questions answered — they review, correct, and finalize. That's a shorter, better meeting.
A 9-prompt library that turns ChatGPT or Claude into your family-office strategist — one master strategist prompt and eight specialists, with attorney/CPA guardrails built into every prompt.
Every kit is a complete, standalone download. The Complete OS is all four, organized as one system.
$97
One payment · Instant download
$149
One payment · Instant download
$297
One payment · Instant download
$397
One payment · Instant download
$497
Bought separately: $940 · You save $443
Lending to family soon? Start with the Family Bank Kit. Assets in your name? The Fortress Blueprint. Thinking generations ahead? The Dynasty Masterclass. Want answers before paper? The AI Wealth Architect. Two or more of those sound like you — the Complete OS is the correct purchase.
No hunting through downloads. The folder number tells you the order.
Start-Here Welcome Guide + Official IRS Forms hub — the forms and rates you'll reference, including the current Applicable Federal Rate.
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.
Visual Architecture Flowcharts — the whole structure, drawn out on a page: entities, trusts, and how they connect.
The attorney-ready Promissory Note template (Word) — the document every family loan gets signed on.
Family Loan Amortization Calculator (Excel) — payment, interest, principal, and payoff date for every loan, automatically.
The word-for-word Attorney Handoff Script — what to bring, what to ask, what to leave with decided.
AI Wealth Architect Prompt Library (9 prompts) + 10 day-one use-case scenarios with answer-quality checklists.
Buy the Complete OS once. Work it in order. Bring folder 05 to your attorney meeting.
Family Office OS was built by operators who needed this structure for their own families — and couldn't find it in one place, in plain English, at a price that made sense.
Every playbook, template, and checklist was structured with input from corporate attorneys, CPAs, and wealth managers, then rewritten until a non-lawyer could follow it and an attorney could finalize it without starting over.
No guru story. No rented lifestyle. Just the paper, the system, and the order to do it in.
Family Office OS is an education product. It is not a law firm, accounting firm, or financial advisory, and nothing here is legal or tax advice. See the FAQ.
Download it. Follow the Start-Here guide. Prepare with it. If you don't feel dramatically more confident and prepared for your attorney/CPA meeting, contact support within 30 days of purchase for a full refund to your original payment method.
No questions. No hoops.
Start with the guarantee behind you
Support: support@getfamilyofficeos.com
The IRS publishes the Applicable Federal Rate (AFR) every month. It is generally the minimum interest rate for private family loans. Charge less than the current AFR and the IRS may treat the forgone interest as a gift.
Check the current month's rate at irs.gov before you document any loan. The Complete OS includes an Official IRS Forms hub with always-current links so you're never working from an old rate.
Holding property in a properly structured LLC separates it from your personal name. In many states, a personal creditor is limited to a charging order against your LLC interest rather than seizing the property itself.
Strength varies by state — and by how well the entity is formed and maintained. Your attorney confirms what applies to you. The Fortress Blueprint gives you the structure and the 11-step checklist to bring to that conversation.
A revocable living trust avoids probate, but it offers no asset protection during your lifetime, and assets in it typically remain in your taxable estate.
A dynasty trust is irrevocable and multi-generational. It is designed to shield assets from creditors and keep them out of the taxable estate for generations — subject to current federal exemptions and state law. The Dynasty Trust Masterclass explains both, in plain English, including how IDGTs are used to shift growth out of an estate.
No. Family Office OS is education and templates only. Nothing on this site or in any kit is legal, tax, or financial advice. Templates are attorney-ready drafts. A licensed attorney in your state — and your CPA — reviews and finalizes everything before you rely on it. That final step is built into the system on purpose.
Every product is covered by the 30-day money-back guarantee. Download it, follow the Start-Here guide, and if you don't feel dramatically more confident and prepared for your attorney/CPA meeting, contact support@getfamilyofficeos.com within 30 days for a full refund to your original payment method. No questions, no hoops.
Instantly. Your downloads appear on the success screen immediately after payment, and a copy is emailed to you.
Lose the email? You can re-download anytime on the My Purchases recovery page using just the email you paid with.
The Complete OS: 16 files, the 00–06 system, and a 30-day guarantee. $497 instead of $940 bought separately.
Instant download after payment · 30-day money-back guarantee on every product