Ideas that shaped the practice
Books & Published Thinking
Writing has been one way of examining a question that has become increasingly important through my work.
What allows wealth, ownership and family decision-making to remain coherent when circumstances change?
My published work reflects the evolution of that thinking—from financial preparedness and decision quality to the wider challenge of family continuity.
Continuity Architecture for Business Families
A private, hand-delivered hardcover edition. Not for retail sale.
This book brings together the thinking behind my present work with business families.
It examines what happens when substantial wealth, business ownership, family relationships and professional advice have developed over time—but the arrangements around them have never been tested as one continuity system.
- Who can act when the founder cannot?
- How are ownership and control expected to move?
- Where will liquidity come from when timing becomes critical?
- How will succession actually work?
- Are family intentions reflected in legal and financial arrangements?
- Do the family’s advisers and documents operate as an integrated structure?
The book develops the principles, diagnostic thinking and architecture used to examine these questions before transition makes them urgent.
Copies are shared selectively with promoter families, senior professional introducers and peers where the subject is genuinely relevant.
The purpose is not distribution. It is conversation.
The progression of the thinking
From financial decisions to family continuity
My earlier books addressed different parts of financial decision-making—planning, investment judgment, taxation, protection and financial resilience.
Over time, a broader pattern became increasingly clear. Families rarely become vulnerable because one financial instrument or document is missing. The greater risk appears when important elements have been handled separately.
That progression eventually led to the work I now describe as Family Continuity Architecture.
Published record
Earlier Published Work
These books represent earlier stages in that professional journey. They remain part of my published record, while my present advisory work has moved beyond individual financial subjects toward the broader architecture required around business families and substantial family wealth.
How the Rich Use Life Insurance as Plan B and Add Economic Stability
An earlier examination of financial resilience, preparedness and the role of certainty when an important person or source of economic stability is unexpectedly unavailable.
Build Your 21st Century Financial Plan
A study of planning discipline, coordination and why sound financial outcomes require more than a collection of disconnected decisions.
The Investment Guide
An exploration of investment judgment, risk, behaviour and the importance of disciplined decision-making under uncertainty.
Terrifying Tax Traps
A practical examination of avoidable financial and tax mistakes—and how decisions that appear minor today can create significant consequences later.
Author journey
A conversation about the ideas behind the books
In this video conversation, I discuss why I began writing, what each book represented at that stage of my development, and how those ideas grew into a wider philosophy around wealth, structure and continuity.
The books changed over time. The underlying concern did not: how better thinking and more deliberate preparation can help families make consequential decisions with greater clarity.
A private starting point
Published thinking shows how someone sees a problem. A private conversation reveals whether that thinking is relevant to your family.
If your family—or a client you advise—is navigating meaningful wealth, ownership complexity or transition, the appropriate next step is a discreet, well-framed conversation.