# How to Start a Micro Family Office FROM SCRATCH (3 Steps)

Page: https://stenobird.com/podcast/managing-tech-millions-6705312/how-to-start-a-micro-family-office-from-scratch-3-steps
Text version: https://stenobird.com/podcast/managing-tech-millions-6705312/how-to-start-a-micro-family-office-from-scratch-3-steps.md
Podcast: [Managing Tech Millions](https://stenobird.com/podcast/managing-tech-millions-6705312)
Published: 2026-09-08T13:00:59+00:00
Episode link: http://www.managingtechmillions.com/
Audio file: https://audio3.redcircle.com/episodes/3f43b9dd-ebff-4c45-8d03-1b4f83a50f58/stream.mp3
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JSON: https://stenobird.com/v1/public/podcasts/managing-tech-millions-6705312/episodes/how-to-start-a-micro-family-office-from-scratch-3-steps
Duration seconds: 695

## Resource

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.

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## Transcript

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