Load Management and Whole House Systems

We are building a new home in 2024 and want to make smart choices about our electrical install with future solar integration in mind between 2-5 years from now. We live in a rural area with generally good grid reliability, but a primary goal is to add battery backup for outages (usually less than 8 hours, but we've had 3-day outages in the past 5 years). We're above 47°N, and we know solar with battery backup is a marginal investment in our area. With the federal tax credits, we prefer this route over a propane generator even though we realize that the generator would cost significantly less upfront.

Goals:

1. Plan is for solar generation of partial household needs with battery backup for power outages with supplemental power from grid (reduce energy bill monthly and backup power for outages). I anticipate we'll grow our solar system over time as our budget allows.

2. Ability to manage loads preferably from the main 200A panel instead of a critical load subpanel, giving us more flexibility for changing needs over time. Smart load management is preferred, a critical load subpanel is second preference, and manually flipping breakers when the grid fails is the least preferable for us.

3. Support battery storage and support solar generation for home use and battery charging when the grid is down.

4. Have a mode where we do not allow any power sold to the grid (throttle down solar generation if necessary to not overload batteries) or to allow selling to the grid in the future if we want. Obviously need an ATS in this situation since we'll use grid power as backup and supplemental to our solar.

We want to identify a general path forward that I can research more in the next year or two and identify if there are any logical modifications to our electric install for the new home that we should do now.

It seems like something like the Sol-Ark 15k whole house would be oversized for our short to mid-term needs but offers key abilities like allowing solar generation during a grid failure. It looks like the SL-14 load management module never hit the market though or was pulled?

If we went with Sol-Ark regardless of whole home or critical load sub-panel configuration, it looks like we'd want to install a surface mounted 200A fused disconnect before the main breaker panel that would allow us to easily add the Sol-Ark later with wire through surface mounted conduit. And leave space above the main breaker panel in the same stud bay for a load management panel in the future (power from meter will come from below).

What other paths are there to consider, or other things we should include in our electrical scope for the new build now? Thanks for your time!