Table of Contents
Acknowledgments xvii
Foreword xxi
Introduction: The Challenges with the Status Quo and the Lackluster Existing and Traditional Solutions 1
Part 1 How Single Family Offices Have Served Ultra-Wealthy Business Owners for Decades 9
Chapter 1 How Ultra-Wealthy Business Owners Use Single Family Offices 11
Chapter 2 The Forgotten Demographic: Middle-Market Business Owners 17
Chapter 3 The Problems with Traditional Single Family Offices and Other Solutions for the Forgotten Demographic of Middle-Market Business Owners 29
Part 2 The Big Breakthrough for Privately Held Business Owners: The DiNuzzo Middle-Market Family Office™ 37
Chapter 4 The Private Wealth Hierarchy 39
Chapter 5 How the DiNuzzo Middle-Market Family Office™ Gives Middle-Market Business Owners the Best of Both Worlds 55
Part 3 How the DiNuzzo Middle-Market Family OfficeTM Helps Successful Middle-Market Business Owners 75
Chapter 6 How Engaging the DiNuzzo Middle-Market Family Office™ Can Be a Life-Changing Event for the Forgotten Demographic 77
Chapter 7 Optimize Tax Advantages, Investment Outcomes, and Harmony with Your Personal Values Using Custom Indexing through Customized "Separately Managed Accounts" 85
Chapter 8 Using Sophisticated Strategies to Achieve Advanced Estate and Family Planning Goals 93
Chapter 9 Improve Results While Reducing Risk in Both Your Business and Personal Life 105
Chapter 10 Sophisticated Techniques for Simultaneously Managing Risk, Saving Taxes, and Improving Company Profits 117
Chapter 11 Significantly Reduce Income Taxes, Improve Cash Flow, and Protect Wealth for Generations 127
Chapter 12 Increase Entity Value and Start Working On Your Business, Not Just In Your Business 139
Chapter 13 Access Alternative Investment Solutions 147
Chapter 14 Succession, Exit, and Estate Planning 157
Chapter 15 Establish a World-Class Footer and Foundation for Your Physical and Mental Wellness 177
Chapter 16 Level Up Your Executive Health Physical through Expert Delivery of Concierge Medicine 191
Part 4 Biohacking: Taking Mental and Physical Wellness to an Even Higher Level for Those Who Want It 199
Chapter 17 Health and Fitness Biohacking to Maximize Your Body's Energy and Improve Your Physical and Mental Quality of Life 201
Chapter 18 Anti-Aging Biohacking to Turn Back the Clock 219
Part 5 Experiencing the DiNuzzo Middle-Market Family Office Way 229
Chapter 19 How Engaging the DiNuzzo Middle-Market Family Office Can Be a Life-Changing Event for You 231
Chapter 20 How to Tell Whether the DiNuzzo Middle-Market Family Office is the Right Choice for You 237
Chapter 21 How to Move Forward 243
Conclusion and Invitation 247
Important Disclosure Information 251
About the Author 253
