122: How to Start a Micro Family Office From Scratch (3 Steps)
Description
If your net worth is between $1M and $30M, chances are you’re stuck in the financial dead zone. You’ve outgrown basic financial advice, but you're still not being served by the exclusive strategies reserved for ultra-wealthy families.
That’s exactly why I created the Wealth Ops Framework — a practical system that lets you operate like a full-scale family office, without needing $100M or a full-time staff.
The structure is built around three simple phases:
- Architect – Define your strategy through a clear legacy statement and investment thesis.
- Build – Create a business structure for your portfolio, assemble fractional specialists, and set up an operational launch plan.
- Run – Manage your wealth with a predictable rhythm, track results, and make smart decisions based on data.
The focus is on cash flow generation, tax efficiency, and scalable growth. And it’s all done at a fraction of the cost of a traditional family office — with far more control.
Once the system is in place, it takes just 8 to 12 hours per month to keep everything running smoothly. You step into the role of CEO of your wealth, making strategic decisions with clarity, metrics, and momentum.
United States
