Episode Details

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

Building wealth is one skill. Managing it across investments, taxes, legal structures, and generations is an entirely different discipline. Yet if your net worth sits between mass-market advice and a traditional family office, the financial industry often leaves you with scattered accounts, generic recommendations, and no real operating system.

I know that gap because I lived it. After years of studying how the world’s wealthiest families preserve and compound capital, I built a lean version for my own family: a Micro Family Office. It changed the way I thought about wealth—not as a portfolio to monitor, but as a business to architect, operate, and eventually pass on.

The surprising part isn’t that this model works for billionaires. It’s how much of it can be right-sized for first-generation wealth builders without the staff, overhead, or complexity of a traditional family office.

In this video, I break down the service desert, the shift happening now, and the framework behind a Micro Family Office. Watch if you’ve outgrown DIY wealth management and want to understand what it takes to become the CEO of your own wealth.