How to Run a Micro Family Office & Manage Your Wealth Like the Ultra-Rich
About this episode
The episode discusses how to manage wealth like the ultra-rich by running a micro family office and shifting from income generation to legacy planning.
Recorded live at the Best Ever Conference 🎙️ What really changes when you go from making money → managing money? In this episode, Bob & Ben sit down with Christopher Nelson of WealthOps to break down how high-net-worth individuals structure, steward, and scale their wealth — without needing billions. We cover: • How to run a “micro family office” • How to give your wealth purpose beyond returns • How to build a portfolio that supports your lifestyle and long-term legacy • The mindset shift from income generator to family CEO If you’ve built meaningful wealth and are asking, “Now what?” — this conversation is your next step. Have more questions, or want more resources like a tax calculator? Go to https://investlikeabillionaire.org/ to learn more about our community. Check out Ben & Bob’s company and invest along at https://aspenfunds.us/
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