122: How to Start a Micro Family Office From Scratch (3 Steps)
Failed to add items
Add to basket failed.
Add to Wish List failed.
Remove from Wish List failed.
Follow podcast failed
Unfollow podcast failed
122: How to Start a Micro Family Office From Scratch (3 Steps)
-
Narrated by:
-
By:
About this listen
If your net worth is between $1M and $30M, chances are you’re stuck in the financial dead zone. You’ve outgrown basic financial advice, but you're still not being served by the exclusive strategies reserved for ultra-wealthy families.
That’s exactly why I created the Wealth Ops Framework — a practical system that lets you operate like a full-scale family office, without needing $100M or a full-time staff.
The structure is built around three simple phases:
- Architect – Define your strategy through a clear legacy statement and investment thesis.
- Build – Create a business structure for your portfolio, assemble fractional specialists, and set up an operational launch plan.
- Run – Manage your wealth with a predictable rhythm, track results, and make smart decisions based on data.
The focus is on cash flow generation, tax efficiency, and scalable growth. And it’s all done at a fraction of the cost of a traditional family office — with far more control.
Once the system is in place, it takes just 8 to 12 hours per month to keep everything running smoothly. You step into the role of CEO of your wealth, making strategic decisions with clarity, metrics, and momentum.