The Private Playbook™, The Statutes the Wealthy Use

Private Wealth · Members Edition

The Private Playbook™

The statutes, thresholds, and moves a family office runs, decoded for you.

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Educational only, not investment, tax, or legal advice, and not a recommendation of any security, insurance product, or legal instrument. Figures are current federal law for 2025–2026 and change annually. Verify with a licensed CPA, tax attorney, or fiduciary before acting.

Orientation

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The Lexicon

Plain meaning

How the wealthy use it