How to Start a Micro Family Office FROM SCRATCH (3 Steps)
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How to Start a Micro Family Office FROM SCRATCH (3 Steps)
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If you're sitting on $1 to $30 million, the wealth management industry has left you stranded. You've outgrown basic personal finance advice. You're not rich enough for the family offices built for the ultra-wealthy. So you end up managing millions the way most people manage thousands.
I lived in that gap. Former tech CIO, concentrated equity, no playbook. Today I run a $7 million portfolio on a system I call the Micro Family Office, and in this video I walk you through how to build one.
The strategic advantages billionaire families have used for decades don't require a $100 million minimum or millions a year in overhead. They require three phases, and most people skip straight past the first one to go pick investments. That's why their portfolios never compound the way they should.
I break down the whole WealthOps framework: what you architect before you make another investment, what you build, and the quarterly rhythm that runs it once it's live.
I also take on the objection I hear most, that this would take over your life. I answer it with a number.
