Episode
149: Build your own MICRO FAMILY OFFICE in 2026 — Here's How...
- Podcast
- Managing Tech Millions
- Published
- Mar 10, 2026
- Duration seconds
- 669
- Processing state
not_requested- Canonical source
- http://www.managingtechmillions.com/
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Summary
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? 📆 March 18th at 7pm to 9pm (Central US) One of the biggest myths in wealth management is that once you reach $1M in net worth, the smartest move is to hand your money to a financial advisor and trust the process. But the wealth management industry wasn’t actually designed for this segment. It was built for two very different groups: the mass market, and the ultra-wealthy. On one end, investors with a few hundred thousand dollars receive standardized portfolios and product-driven advice. On the other end, families with $100M+ have access to full Single Family Offices with dedicated teams managing investments, tax strategy, and governance. If you sit somewhere in the middle — roughly $1M to $30M in investable assets — you fall into what I call the financial services desert . You’ve outgrown basic personal finance. But you’re not large enough to justify a traditional family office. The result is that many people at this level receive essentially the same advice as someone with $200,000 — just at a higher price point. The alternative is to build your own system. In this week’s episode, I walk through the framework I use to manage my own portfolio: the Micro Family Office . Instead of outsourcing everything to advisors, the Micro Family Office is a lean wealth management business built around your capital. It uses fractional specialists, modern technology, and proven f…