Managing Tech Millions

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

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

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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