136: Have $1M-$30M? You Need a Micro Family Office

Dec 9, 2025

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👋 Managing Tech Millions 📈 your go-to source for building wealth with tech equity and managing the money that comes with it.

Join me for The WealthOps Way—our free live masterclass designed to help you stop guessing and start running your wealth like a business.

You’ll go from scattered to strategic as you craft your own Portfolio Thesis—the foundation of everything that follows.

👉 In just one session, you’ll:

* Clarify your long-term vision

* Define your next best investment move

* Build the system that turns wealth into freedom

When? 📆 January 7th at 7pm to 9pm (Central US)

Here’s something most high earners discover the hard way: once you cross the $1M mark, traditional wealth management stops working.

Advisors keep offering the same 60/40 portfolio they use for clients with $200K, while you’re navigating concentrated stock positions, liquidity events, complex taxes, and investment opportunities they’ve never evaluated. You’re no longer in the personal-finance world… but you’re also not in the $100M+ family office world.

You’re in the financial services desert.

This week’s episode breaks down the solution: the Micro Family Office framework — the system designed specifically for people with $1 to $30 million who want professional-grade wealth management without the cost of a traditional family office.

What You’ll Learn in This 14-Minute Breakdown

• Why the industry isn’t built for people at your wealth levelOnce you cross seven figures, your opportunities — and risks — get more complex. Traditional advisors simply aren’t equipped for it.

• The origins of the family office modelFrom 6th-century estate stewards to Rockefeller’s 1882 office to today’s $10T global family office ecosystem — and why these structures consistently outperform the market.

• Why $1–$30M investors are completely underservedToo sophisticated for generic advice, not large enough for a $2M-per-year Single Family Office.

• What a Micro Family Office actually isA streamlined, efficient system that gives you:– Strategic planning– Tax and legal protection– Unified reporting– Fractional expert support– A CEO-level operating cadence for your wealth

• The WealthOps Framework: Architect → Build → RunA clear blueprint for designing, structuring, and operating your personal wealth like a real business.

• The 7 Components of a Micro Family OfficeVision & StrategyPortfolio StructureLegal & Tax ProtectionOperational ProcessesPerformance & DataTeam & AdvisorsExecutive Governance

• Why this model outperforms traditional advisorsBecause it’s custom-built around your goals — not a standardized risk questionnaire.

When you build your Micro Family Office, you’re not “managing accounts.”You’re running a wealth operating system that improves decision-making, reduces risk, increases tax efficiency, and supports long-term generational strategy.

It’s the same systematic approach family offices use — now accessible at your scale.

Join me for The WealthOps Way—our free live masterclass designed to help you stop guessing and start running your wealth like a business.

You’ll go from scattered to strategic as you craft your own Portfolio Thesis—the foundation of everything that follows

👉 In just one session, you’ll:

* Clarify your long-term vision

* Define your next best investment move

* Build the system that turns wealth into freedom

Spots are limited—and the clarity you’ll gain? Game-changing.

Let’s build your portfolio like it’s your next great company.

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Disclaimer: This newsletter is for informational purposes only and does not constitute financial or career advice. Always consult with qualified professionals before making any decisions based on the information provided.

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