The Right Tool Series | 31 Books | Shared by Request
Thirty-One Books.
One Mission.
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Most financial content is written for advisors. The Right Tool Series is written for the people sitting across the table.
Are you a financial advisor or wealth professional? Dr. Sanjay Tolani's advisory resources are at www.sanjaytolani.com
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Dr. Sanjay Tolani is a third-generation insurance professional and one of the most decorated financial planners in the world. He qualified for the Million Dollar Round Table at 19, the youngest member in its history, a record that still stands, and has since structured more than USD 25 billion in assets for over 50 high-net-worth families across 53 countries.
As Founder and CEO of Tolani Family Office and architect of Tolani Flow, the first intergenerational, insurance-anchored wealth structuring framework for family offices, he builds financial structures that outlast borders, jurisdictions, and generations. He holds a Ph.D in Finance, the FLMI and CFP (Canada) designations, two unbroken MDRT world records, and the IDA Platinum Dragon award for 12 consecutive years.
Beyond his practice, Dr. Sanjay has built the world’s largest advisor mentoring community, over 200,000 members, all free, and authored books that have sold more than a million copies in five languages. The Right Tool Series makes that same expertise available to families, business owners, and globally mobile professionals who need real plans, not general advice.
Each book addresses a specific planning gap. Click any cover to open the book and request your copy, sent to you directly, no charge.
Four deeper references that sit alongside the series, for readers who want the full architecture behind the planning.
A story-driven walk through a lifetime of money decisions, the one to read first if planning still feels abstract.
102 original theories on income architecture, lifetime income, Hybrid Retirement, and generational continuity.
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101 original theories across protection, wealth transfer, and generational legacy. 57 chapters, 6 parts, one complete library.
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Family-office architecture for generations: trusts, foundations, PPLI, and cross-border structures in one framework.
For access to the companion library, reach out via the consultation form below.
The Estate Planning Compass guides you through a complete assessment of your assets, liabilities, insurance, planning documents, and estate gap. A personalised printable report is generated at the end.
The books give you the architecture. The estate planning tool shows you the gaps. A consultation with Dr. Sanjay Tolani builds the structure that addresses them specifically for your family, your assets, and your jurisdictions.
By Dr. Sanjay Tolani | Tolani Family Office | Dubai, UAE | goodwillestate.com
| Insurer | Type | Sum Assured | Annual Premium | Beneficiary | |
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Include all life, critical illness, income protection, health, and PPLI policies.
UAE residents: no personal inheritance tax locally. However, your nationality, domicile, or asset locations may trigger tax. See The Tax Illusion and The 183-Day Trap books.
Book a consultation with Dr. Sanjay Tolani to build a cross-border estate plan tailored to your assets, family, and jurisdictions.
Educational purposes only. Not financial or legal advice. Consult a qualified advisor for personalised planning.