# You NEED a Micro Family Office (if you have $1M-$30M NW)

Page: https://stenobird.com/podcast/managing-tech-millions-6705312/you-need-a-micro-family-office-if-you-have-1m-30m-nw
Text version: https://stenobird.com/podcast/managing-tech-millions-6705312/you-need-a-micro-family-office-if-you-have-1m-30m-nw.md
Podcast: [Managing Tech Millions](https://stenobird.com/podcast/managing-tech-millions-6705312)
Published: 2026-06-09T13:00:00+00:00
Episode link: http://www.managingtechmillions.com/
Audio file: https://audio3.redcircle.com/episodes/0fbf1e2b-1762-4bd3-a81a-0970c32b02d3/stream.mp3
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JSON: https://stenobird.com/v1/public/podcasts/managing-tech-millions-6705312/episodes/you-need-a-micro-family-office-if-you-have-1m-30m-nw
Duration seconds: 946

## Resource

You Don't Need a Better Advisor. You Need a Better Structure. As your wealth grows — one million to two, two to five — you outgrow your financial advisor. So you go hunting for a unicorn: the one advisor who'll finally get it. I did the same thing after my first IPO watched my net worth jump to $3.3 million. Every firm came back with the same cookie-cutter pitch and the same 1% fee. Here's what took me years to understand: if you're between $1 and $30 million, the problem was never your advisor. You're stuck in a place the industry simply isn't built to serve — and chasing a better advisor keeps you there. The ultra-wealthy solved this over a century ago. They don't have a portfolio. They run their wealth like a business. In this video, I'll show you how to build a scaled-down version for yourself — the same structure, made cost-effective and actually implementable for high earners. This is the shift from money maker to money manager. Let's keep building.

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## Transcript

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