Is a Micro Family Office Worth It at $5M? An Honest Answer

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When? 📆 Wednesday, October 21st

Is a Micro Family Office Worth It at $5 Million?

When I passed $5 million in net worth, I had a house, private equity investments, a portfolio I was starting to build, and an estate plan that wasn’t finished. I was paying a lot in taxes every year. None of it was working together. I had a portfolio, but I wasn’t the CEO of it.

Most people I talk to at this level ask the same question: can I afford a family office? That’s the wrong question. And this was never about firing your financial advisor.

I’ll walk you through the three questions I use to decide whether a Micro Family Office is worth it at $5M. One is about the pieces you already have. One is about what happens when the paycheck stops. The third is the one nobody puts on a spreadsheet.

I’ll be honest with you, too. For some people the answer is yes. For some it’s “not yet.” And for some it’s a clear no, and I’ll tell you who.

By the end, you’ll know which column you’re in, and what your wealth needs from you next.

This is education, not advice. Let’s keep building.

The Definitive Guide to Micro Family Offices

The 7 Components Every MiFO Needs (And Which One Is Your Weakest)

What a Running Micro Family Office Actually Looks Like

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Disclaimer: This newsletter is for informational purposes only and does not constitute financial or career advice. Always consult with qualified professionals before making any decisions based on the information provided.