What If You Ran Your Wealth Like a Business? 📈🏛️
We don’t just earn wealth—we build it.
So why not manage it with the same strategy and discipline we’d use to run a company?
In this episode, we unpack the micro family office model—designed for individuals and families with $1M to $30M in assets.
It’s about shifting from passive asset holding to active wealth stewardship.
That means:
Writing an investment thesis like a CEO sets a business plan.
Crafting a legacy statement that guides family decisions.
Conducting regular “financial performance reviews.”
When you run your wealth like a business, you create a system that not only preserves and grows wealth—but gives it meaning.
🎧 Listen now to learn how to operationalize your wealth and legacy.
#wealthmanagement #legacyplanning #investmentstrategy #financialindependence #familywealth #wealthwithpurpose #podcast
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Listen to the full episode:
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Audio:
https://managingtechmillions.com/p/104-the-micro-family-office-strategy-781?r=59bdv5&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false
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Youtube:
https://youtu.be/rTOzwWpLQTM
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