The ERX Operating StandardTM
Governance for Complex Wealth
Private wealth rarely fails from lack of intelligence. It fails from unmanaged interaction.
Investment policy conflicts with tax posture. Entity design drifts from compensation reality. Estate intent outpaces liquidity. Risk decisions sit outside capital strategy. Fragmentation compounds quietly.
Most families have advisors. Fewer have a governing standard that keeps consequential decisions coherent across domains and over time.
The ERX Operating Standard™ is not a plan. It is a governing framework designed to preserve structural integrity as complexity increases. It establishes:
Decision ownership — clarity on who decides what, and when
Sequencing discipline — tradeoffs evaluated in the correct order
System integration — investment policy, tax posture, entity considerations, estate coordination, and risk aligned before execution
Continuity — reviews anchored to structural triggers, not calendar meetings
Not more output. Not more modeling. Governed structure.
Why This Matters Now
Technology has compressed the production of analysis. What remains scarce is judgment: defining constraints correctly, coordinating specialist input, assigning accountability, and preserving internal consistency as conditions change.
The ERX Operating Standard™ applies governance to complex wealth.
Who It Serves
Physicians, founders, executives, and multigenerational families operating at scale—where capital, entities, institutions, and advisors intersect.
The Objective
Keep decisions aligned. Keep responsibilities clear. Keep the structure intact as circumstances evolve.
Sequenced. Governed. Durable.
ERX works alongside clients’ CPAs and attorneys and does not provide legal or tax advice.
→ See How the ERX System Applies This Standard
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