Managing Tech Millions

Family Office CEO Explains How To Start Your Own (Without Needing $100M+)

August 11, 2026·8 min
Episode Description from the Publisher

You Don't Need $100M to Run a Family OfficeIf your net worth sits between one and thirty million, you already have investments. What you're missing is the system that grows them, protects them, and passes them down. That gap separates owning a portfolio from running a family office.The wealthiest families in the world run their money like a business. Every family office operates on the same components, whether it's running five million or five hundred million. Miss one and the whole thing gets shaky.In this video I walk through each one, what it does, and where the gaps usually show up for people at one to thirty million. I also break down why the hundred-million-dollar entry price on family offices is a myth, and which component flips your relationship with your advisors completely.By the end, you'll be able to count how many you already have in place. Whatever number you land on is your starting point. The gaps are the work ahead.Let's keep building.

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