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I didn’t wake up one day saying, “I’m going to start a micro family office.”

What really happened was — after an IPO —I suddenly found myself a multimillionaire on paper, and completely lost when it came to managing that wealth. I had no systems, no processes, and no real strategy in place. Then it hit me: I spend my days in tech startups setting vision, building teams, solving complex problems, and hitting big goals... so why wasn’t I doing that for my most valuable asset—my portfolio?

That realization sparked the birth of my micro family office. I saw that I could transfer my skills as a tech executive into managing my own wealth—and the results have been incredible. Since August 2, 2022, I’ve been the CEO of my micro family office. That’s my full-time job now. And honestly? It’s the best job I’ve ever had. It’s generational, it’s impactful, and it’s unlocked a new level of lifestyle freedom.

In today’s episode, I’m going to break down how you, as a tech executive, already have what it takes to be the CEO of your own micro family office. I’ll walk you through the six traits you already possess that will make you successful in this role.

This episode is part of the Foundation Series, where we’re building the base knowledge you need to confidently step into wealth management—talking about micro family offices, evergreen portfolios, private equity income, and so much more.
If you’re ready to take what you know from the tech world and apply it to managing your financial future, this episode is for you. Let’s dig in.

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đź“Ś FAQ About Micro Family Offices
1) What is a micro family office?
A micro family office is a lean, highly customized wealth management setup for individuals or families who want to professionally manage their assets using personalized strategies.

2) Do I need to be ultra-wealthy to start a micro family office?
Not at all. While it helps to have meaningful assets, the key is to adopt the mindset and structure of strategic wealth management early.

3) What are the benefits of running a micro family office?
You gain full control over your finances, tailored investment strategies, better tax optimization, and a long-term vision that serves your lifestyle and legacy.

4) How do tech executives fit into this model?
Your skills—strategic thinking, systems building, risk management—are exactly what’s needed to run a successful micro family office.

5) Is this different from hiring a financial advisor?
Yes. While advisors can support, running your own office means you set the strategy, oversee execution, and align everything with your long-term goals.

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⏱️ Timestamps
00:00:00 Introduction: Why you need a Micro Family Office if you have $1M–$30M
00:01:22 The Origins of Family Offices—and why they still matter
00:04:00 Understanding Single, Multi, and Micro Family Offices
00:07:00 Why Wealth Managers Don’t Fit Tech Millionaires
00:10:54 What is a Micro Family Office—and why it bridges the gap
00:17:00 How to Run Your Wealth Like a Business
00:24:00 Core Functions of a Micro Family Office: Wealth Management, Business Ops, Governance, and Lifestyle Design
00:35:00 Is Building a Micro Family Office Right for You?
00:36:00 Final Thoughts: Take Control, Build Legacy, Unlock Freedom

If this episode resonated with you, don’t forget to like, comment, and subscribe. Share it with another tech leader who’s ready to take ownership of their financial future. And check out the rest of the Foundation Series—we’re just getting started.

#microfamilyoffice #techexecs #managingtechmillions #christophernelson