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