Episode 104: The Micro Family Office Strategy to Run Your Portfolio as a Business
Discover how to future-proof your finances, build generational impact, and take full control with our Free Master Class - The WealthOps Way!
🎧 If you’ve built $1M–$30M in tech wealth, you’ve outgrown traditional financial advice. In this critical episode, Christopher Nelson introduces the Micro Family Office model: a proven, scalable system to run your wealth like a business.
Learn how the ultra-wealthy structure their financial operations—and how you can adopt a similar model (even without $100M in assets). This is your blueprint to transition from scattered accounts and reactive investing to a focused, purpose-driven financial enterprise. If you're serious about scaling, protecting, and eventually passing on your wealth, this episode is your next step forward.
Join us for a deep dive into the Micro Family Office model and discover how you can be the CEO of your wealth—not just another passive investor.
Highlights:
- What a Family Office Actually Is (and why it’s not just for billionaires)
- The 3 Levels of Family Offices: Single, Multi, and Micro—and why most tech professionals fit the Micro model
- Why Wealth Managers Fail High Earners: The “Service Desert” no one tells you about
- The WealthOps Framework: How to systematize your financial operations for growth and freedom
- Owning the CEO Role: How to build your team, set your strategy, and manage your wealth intentionally
Actionable Insights:
- How to define your family's wealth mission and legacy
- The simple business model to manage $1M–$30M in assets without full-time staff
- Why Wealth Managers may not have your best interest at heart—and how to build your own team of specialists
- How to structure your investments, philanthropy, and legacy planning for maximum impact
- How to leverage technology to scale your family office operations efficiently
Episode Timeline:
- [00:00:00] Introduction: Why you need a Micro Family Office if you have $1M–$30M
- [00:01:22] The Origins of Family Offices—and why they still matter
- [00:04:00] Understanding Single, Multi, and Micro Family Offices
- [00:07:00] Why Wealth Managers Don’t Fit Tech Millionaires
- [00:10:54] What is a Micro Family Office—and why it bridges the gap
- [00:17:00] How to Run Your Wealth Like a Business
- [00:24:00] Core Functions of a Micro Family Office: Wealth Management, Business Ops, Governance, and Lifestyle Design
- [00:35:00] Is Building a Micro Family Office Right for You?
- [00:47:00] Final Thoughts: Take Control, Build Legacy, Unlock Freedom
Join me for this second episode in the Foundations Series—and take the first step toward building a financial enterprise that reflects your values, your mission, and your future legacy.
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit
managingtechmillions.com
