Resources

Checklists, templates, and companion packs that sit beside the long-form posts.

This is the storefront. Blog posts will not hard-sell these inline; they will point here.

Gumroad / downloadable kits

Live links to the current working packs:

Free

• Private Wealth Ops Starter Kit — Smart Asset one-page scorecard, Stewardship Triad snapshot, reading path

Paid

• Pre-Purchase Diagnostic Pack — $47 — Vanity Sinkhole pathology, five-dial workbook, council triggers, pre-LOI kill criteria
• TCO Workbook — $79 — 10-year Excel (yacht / jet / vineyard) plus field guide and stress protocol
• Family Office 90-Day Standup — $97 Mandate/charter, keystone CEO scorecard, 90-day checklist, reporting rhythm
• Yacht Diligence Kit — $67 Intent brief, survey question bank, sea trial, crew handoff, kill sheet
• Butler / Estate Manager Diligence — $67 Due diligence for household leadership and estate operations
• Sports Team Ownership Desk — $79 — Community asset or ego trap
• Jock & Entertainer Tax Field $47 — Multi-state performance hygiene
• Desk Bundle $197 — the current store bundle of the paid packs

Later

• Household / Butler Hire Scorecards — $57
• Legacy-Asset Council Pack — $67
• Tax-Season Document Organizer $39
• NewSpace / Third Wave Entry Brief pack $79

Free on the blog

Use Start here for the reading path. The first library of posts is designed as a working library, not a teaser reel.

Affiliate / partner disclosures

Where outbound commerce links appear on this page, disclosures will be listed plainly (Amazon Associates and any future partner programs).

For family offices and professional advisors

The field kits on this page are for principals and the people who sit with them. Firms that want a partner edition — firm-attributed cover note, facilitator notes, and a time-limited license for client work — may inquire at hello@raymondhallea.com. Public kits stay as published; licensed editions are arranged separately and do not include full white-label removal of attribution unless agreed in writing.