Episode
How to Start a Micro Family Office FROM SCRATCH (3 Steps)
- Podcast
- Managing Tech Millions
- Published
- Sep 8, 2026
- Duration seconds
- 695
- Processing state
not_requested- Canonical source
- http://www.managingtechmillions.com/
Actions
POST https://stenobird.com/v1/public/podcasts/managing-tech-millions-6705312/episodes/how-to-start-a-micro-family-office-from-scratch-3-steps/transcription-requests
Idempotently request low-priority transcript generation for this episode.GET https://stenobird.com/podcast/managing-tech-millions-6705312/how-to-start-a-micro-family-office-from-scratch-3-steps.md
Read the agent-friendly Markdown representation of this episode resource.
Summary
If you're sitting on $1 to $30 million, the wealth management industry has left you stranded. You've outgrown basic personal finance advice. You're not rich enough for the family offices built for the ultra-wealthy. So you end up managing millions the way most people manage thousands. I lived in that gap. Former tech CIO, concentrated equity, no playbook. Today I run a $7 million portfolio on a system I call the Micro Family Office, and in this video I walk you through how to build one. The strategic advantages billionaire families have used for decades don't require a $100 million minimum or millions a year in overhead. They require three phases, and most people skip straight past the first one to go pick investments. That's why their portfolios never compound the way they should. I break down the whole WealthOps framework: what you architect before you make another investment, what you build, and the quarterly rhythm that runs it once it's live. I also take on the objection I hear most, that this would take over your life. I answer it with a number.