Episode 104: The Micro Family Office Strategy to Run Your Portfolio as a Business

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🎧 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

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