Podcast Episodes

Is a Micro Family Office Worth It at $5M? An Honest Answer

Is a Micro Family Office Worth It at $5 Million?

When I passed $5 million in net worth, I had a house, private equity investments, a portfolio I was s…

16 hours ago

At $5M, the Rules Change. Nobody Teaches You the New Ones.

At five million dollars, everyone tells you you’ve won. That you can rest easy. That’s not what it felt like to me.

When my company went public in 201…

1 week ago

Micro Family Office Explained SIMPLY

Too Wealthy for Generic Advice. Too Small for a Family Office.

Building wealth is one skill. Managing it across investments, taxes, legal structures, …

2 weeks ago

The Micro Family Office Strategy To Manage Your Wealth Like a Business

You're great at growing your wealth. You earned the equity, maybe rode an IPO, and watched the number climb. Now ask yourself how you manage it. If y…

3 weeks ago

7 Components of Every FAMILY OFFICE (explained simply)

Most people think a family office only makes sense once you have $100 million. The right structure makes it work at $1 million.

I spent 10 years study…

4 weeks ago

$500K into INCOME investments, here's how I allocated it...

What I'd Do Differently With My First $500,000

Between 2013 and 2018 I deployed $530,000 across nine investments while I was still working full time i…

1 month ago

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

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 n…

1 month, 1 week ago

$20K monthly cash flow from a $3M portfolio, here’s how…

Most advisors hand you the same plan. Accumulate for 30 years, then withdraw 4% a year and hope the math holds. I ran that plan through real numbers …

1 month, 2 weeks ago

Have $1M-$30M? DON'T use the 4% rule

In 2012 I had millions in the bank and no income strategy. Every advisor told me the same thing: 60/40 portfolio, 4% rule, you're set for life.

Then I…

1 month, 3 weeks ago

Already Have $1M? Here's How to Get to $10M

In 2012 my company IPO'd and I watched my net worth go up $3 million in a matter of minutes. A few days later I sat down with a Morgan Stanley adviso…

2 months ago