149: Build your own MICRO FAMILY OFFICE in 2026 — Here's How...
About this episode
Christopher Nelson discusses building a micro family office for individuals with $1M to $30M in investable assets.
Join me for The WealthOps Way —our free live masterclass designed to help you stop guessing and start running your wealth like a business. You’ll go from scattered to strategic as you craft your own Portfolio Thesis —the foundation of everything that follows. 👉 In just one session, you’ll: Clarify your long-term vision Define your next best investment move Build the system that turns wealth into freedom When? 📆 March 18th at 7pm to 9pm (Central US) One of the biggest myths in wealth management is that once you reach $1M in net worth, the smartest move is to hand your money to a financial advisor and trust the process. But the wealth management industry wasn’t actually designed for this segment. It was built for two very different groups: the mass market, and the ultra-wealthy. On one end, investors with a few hundred thousand dollars receive standardized portfolios and product-driven advice. On the other end, families with $100M+ have access to full Single Family Offices with dedicated teams managing investments, tax strategy, and governance. If you sit somewhere in the middle — roughly $1M to $30M in investable assets — you fall into what I call the financial services desert…
People in this episode
Host: Christopher Nelson
Topics covered
- wealth management
- family office
- investment strategy
- financial services
- personal finance
Keywords
- wealth management
- micro family office
- investment
- financial advisor
- Portfolio Thesis
More episodes of Managing Tech Millions
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- Build a $25K/Month Income Portfolio (Without Being a Landlord)
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- 152: Have $1M–$30M? Here Is EVERY Income Asset You Should Consider
- 151: Building a Micro Family Office in 2026? You NEED These 7 Components
- 150: What is a Micro Family Office (And Is It Right For YOU)
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