How to Run a Micro Family Office & Manage Your Wealth Like the Ultra-Rich episode artwork

EPISODE · Mar 3, 2026 · 26 MIN

How to Run a Micro Family Office & Manage Your Wealth Like the Ultra-Rich

from Invest Like a Billionaire · host Aspen Funds

Recorded live at the Best Ever Conference 🎙️ What really changes when you go from making money → managing money?In this episode, Bob & Ben sit down with Christopher Nelson of WealthOps to break down how high-net-worth individuals structure, steward, and scale their wealth — without needing billions.We cover:• How to run a “micro family office”• How to give your wealth purpose beyond returns• How to build a portfolio that supports your lifestyle and long-term legacy• The mindset shift from income generator to family CEOIf you’ve built meaningful wealth and are asking, “Now what?” — this conversation is your next step.Have more questions, or want more resources like a tax calculator? Go to ⁠⁠⁠⁠⁠https://investlikeabillionaire.org/⁠⁠⁠⁠⁠  to learn more about our community. Check out Ben & Bob’s company and invest along at ⁠⁠⁠⁠⁠https://aspenfunds.us/

Episode metadata supplied by the publisher feed · Published Mar 3, 2026

Embed this episode

NOW PLAYING

How to Run a Micro Family Office & Manage Your Wealth Like the Ultra-Rich

0:00 26:33

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar episodes found.

No similar podcasts found.

Frequently Asked Questions

How long is this episode of Invest Like a Billionaire?

This episode is 26 minutes long.

When was this Invest Like a Billionaire episode published?

This episode was published on March 3, 2026.

Can I download this Invest Like a Billionaire episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!