Bob FraserCFO & Macro Strategist | Data-Driven Investing Expert | Speaker & Author

You Can Start a Family Office With Just $1M?!

Name: You Can Start a Family Office With Just $1M?!
Uploaded: 2026-03-09T15:58:01+00:00
Duration: 51 s
Channel: Bob Fraser
Description: In this interview, the guest explains what a micro‑family office is—a business built around managing and preserving wealth across generations. He states…

9 Mar 2026 · 1 min

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In this interview, the guest explains what a micro‑family office is—a business built around managing and preserving wealth across generations. He states that a micro‑family office can be launched with as little as $1 million in net worth and can scale up to $60‑70 million. He describes his own path: 20 years in tech, accumulating equity in startups, and cashing out through IPOs, notably a $4.5 million exit from Splunk. He then details how he redeployed those proceeds into private‑equity, multifamily real‑estate, mobile‑home parks, and self‑storage facilities, illustrating a diversified investment strategy for a small‑scale family office.

Chapters

Can I ask you a couple questions? Uh, wow, I knew that already. Um, oh, that's good advice. Tell us, what do you do for a living? I run my own micro-family office. What's a micro-family office? It's generally just a business that's built around your wealth to be able to maintain and sustain your wealth and manage it through multiple generations. How much net worth do you need to have to start your own micro-family office? You can start with as little as $1 million and you can scale it all the way up to $60 or $70 million. How did you start your own micro-family office? Well, I worked in tech for 20 years and I actually built my wealth through IPOs through, through getting a lot of tech equity. I traded my time and talent for equity through IPOs. What, what's the biggest exit you ever had at one of your startups? I'd say $4.5 million from Splunk. $4.5 million. Wow. And then what did you do with that money? I deployed a lot of it into private equity. I invested a lot in multifamily and mobile homes and self-storage.