THE ENTREPRENEUR'S GUIDE TO MICRO FAMILY OFFICES

The $7 Million Mistake

Michael T. spent 12 years building his SaaS company from zero to $8 million in annual revenue. The sale closed for $18 million. After taxes, he had $12 million in liquid assets—the largest bank balance he'd ever seen.

Within two weeks, the calls started. Wealth managers with beautiful offices and impressive credentials, all promising "comprehensive wealth management" and "customized portfolios."

He chose a prestigious firm. They seemed to know what they were doing. The fee? 1.25% annually—$150,000 per year.

Six months later, Michael had paid $75,000 in fees, his advisor triggered $85,000 in unnecessary capital gains taxes through poorly-timed rebalancing, and when his former colleague offered him a Series B investment opportunity, the wealth manager said: "We don't recommend private investments outside our platform. Too risky."

That investment returned 3x in 18 months. For the investors who got in.

After 20 years, assuming a conservative 8% return on investment, those fees would compound to $7,815,731. Not to mention the lost investment opportunities.

Then Michael discovered micro family offices. Within 90 days, he built his own wealth management structure—saving $72,000 annually in fees, implementing tax strategies that saved another $31,500, and gaining access to the alternative investments his advisor blocked him from.

Does This Sound Familiar?

You're frustrated paying 1-2% annually ($100K-$300K on a $10M portfolio) while getting cookie-cutter advice
You want to invest in opportunities through your network, but your advisor won't approve anything "outside the platform"
You built a business through calculated risks, but now someone wants you to sit on the sidelines
You know more about your industry than any wealth manager, yet they're making all the decisions
Your money sits in the same 60/40 portfolio they give every client—completely ignoring your expertise and goals

There's a better way. And it's designed specifically for entrepreneurs like you who've already proven they know how to build wealth.

Real Entrepreneurs. Real Results.

Here's what happened when one entrepreneur took back control of their wealth

$72K

Annual Savings

In fees alone (first year)

$432K

Additional Gains

From alternative investments (18 months)

$105K

Tax Savings

Through sophisticated strategies (2 years)

90 Days

Setup Time

From start to fully operational

"The first year running my own family office taught me more about investing than 15 years of having 401(k)s managed by someone else. I'm saving $72K annually in fees plus another $31K in taxes. But the bigger win is control—when I see an opportunity, I can move on it."

— Michael T., Technology Entrepreneur ($12M portfolio)

What's Inside This Case Study

Overview of what you need to build your own micro family office—from legal structure to portfolio deployment

The Real Cost of "Peace of Mind"

Why 1.25% Isn't What You Think

Discover what Sarah learned when she calculated the true all-in cost of traditional wealth management—and why it's probably 10x more than you realize.

You'll discover: The hidden fees that turn 1.25% into 2% or more annually

Three Ways to Take Control

Virtual, Hybrid, or Full Model

See how Sarah evaluated the three micro family office models and chose the Hybrid approach for her $12M portfolio—and how to determine which fits your situation.

You'll discover: Cost breakdowns and involvement levels for each model

The 90-Day Roadmap

From Overwhelmed to Operational

Follow Sarah's complete implementation timeline: forming her LLC, hiring her team, setting up technology, and launching her family office in just three months.

You'll discover: The exact steps, timeline, and costs for each phase

Alternative Investments Unlocked

Beyond the Cookie-Cutter Portfolio

Watch Sarah deploy $2M into real estate syndications, angel investments, and private credit—opportunities her traditional advisor would never have shown her.

You'll discover: How to access investments reserved for the ultra-wealthy

Tax Strategies That Work

$87,000 in Year One Savings

See the specific tax optimization strategies Sarah's CPA implemented: aggressive tax-loss harvesting, entity structure optimization, and multi-year planning.

You'll discover: Tactics that save $50K-$100K annually in taxes

Building Generational Wealth

Why Her Children Are Now Involved

Discover how Sarah transformed wealth management from a black box into a family education opportunity—and why her kids now attend investment committee meetings.

You'll discover: How to prepare the next generation to be wealth stewards

                The Complete Transformation You'll Experience
                Save $100,000+ annually in management fees (starting immediately)
Maintain complete control over every investment decision
Access private equity, venture capital, and alternative investments your advisor blocked
Implement tax strategies saving $30K-$200K+ annually
Build generational wealth with proper governance and family education
Align every investment with your personal values and expertise

            

Is This Guide Right For You?

This Is Perfect For You If:

You have $1M-$30M in investable assets after your exit
You built a business and know how to make calculated decisions
You're willing to invest 3-10 hours monthly (varies by model you choose)
You're frustrated paying $100K-$300K annually for advice you could implement yourself
You want access to private equity, angel deals, and investments your advisor blocks
You understand markets and want control over your financial future

Why This Works For Entrepreneurs:

You Already Have The Skills: Building a business requires the same judgment needed for wealth management
No Theory—Only Practice: Real implementation roadmaps from actual entrepreneurs, not consultants
Complete Transparency: Exact costs, realistic timelines, and honest assessment of when NOT to do this
Built For Your Asset Range: Traditional family offices require $50M+. This works for $1M-$30M

The Bottom Line

You didn't build your business by following someone else's playbook. You made decisions. You took calculated risks. You maintained control. Why would you manage your wealth any differently?

This guide shows you exactly how—with professional systems, legal structures, and expert guidance where needed, but you stay in control throughout.

Instant download • No credit card required • Zero risk

What Entrepreneurs Are Saying

Real results from entrepreneurs who took control of their wealth

"I was ready to hire a full-time CFO for my family office. The self-assessment quiz showed me I only needed fractional support. That recommendation alone saved me $80,000 a year while giving me exactly what I needed."

"I spent seventeen years building my business with careful attention to every decision. I wanted that same level of involvement with my wealth. Building my own family office gave me the control and transparency I was looking for. Now I'm making investment decisions that align with my expertise and values."

"The cost calculator was eye-opening. I thought I was paying 1%, but when I factored in fund fees and other charges, it was closer to 1.8%. On $15 million, that's $270,000 a year. My family office costs $95,000 annually and I have complete control."

"What sold me was the family governance component. My three adult children now participate in quarterly investment committee meetings. They're learning to be stewards of wealth, not just consumers. You can't get that with a traditional wealth manager."

Your Expert Advisory Team

When you work with us, you gain access to a carefully curated team of specialists who have managed billions in assets and served hundreds of ultra-high-net-worth families.

Peter

Insurance & Wealth Transfer Specialist

Decades of experience structuring private placement insurance and wealth transfer strategies for ultra-affluent families through a National Financial Group's proprietary products.

Jonathan

Legal Counsel & Corporate Strategist

30+ years of Wall Street and international legal experience. Former Columbia Law School Practicing Fellow specializing in family office structuring, M&A, and governance.

Kim

Tax Strategy & Family Office Expert

Executive Vice President at a national specialty tax firm. Serves on The Real Estate Roundtable's tax committee and advises Fortune 500 companies and multiple family offices.

Bob

Business Acquisitions & Restructuring Specialist

Transformed a public company from $5M deficit to $2.5M profit. Specializes in business acquisitions ($500K-$18M) and creative exit strategies for entrepreneurs.

Cynthia

Financial Management & Operations

Reduced audit costs by 70% and negotiated $5M+ in debt settlements. Expert in SEC filings, SOX compliance, and multi-state financial operations.

David

Alternative Investments & Capital Markets

40+ years on Wall Street (J.P. Morgan, Bear Stearns, Merrill Lynch). Yale Medal recipient managing alternative investments for global family offices and institutions.

Important Disclaimers

INVESTMENT/FINANCIAL ADVICE DISCLAIMER: This guide is for educational and informational purposes only and does not constitute financial, investment, legal, or tax advice. The information provided is general in nature and may not be appropriate for your specific situation. Past performance and hypothetical examples do not guarantee future results. All investment strategies involve risk, including the potential loss of principal. Before making any financial decisions, you should consult with qualified financial, legal, and tax professionals who understand your individual circumstances.

RESULTS DISCLAIMER: The case studies, testimonials, and examples shown represent specific individual experiences and results, which may not be typical. Your results will vary based on your individual circumstances, effort, financial situation, market conditions, and numerous other factors. No results are guaranteed, and we make no representations or warranties regarding your ability to achieve similar outcomes.

HYPOTHETICAL PERFORMANCE: Any projections, estimates, or calculations of potential savings, returns, or costs are hypothetical in nature, for illustrative purposes only, and based on assumptions that may not reflect actual future conditions. Actual results may differ materially from these projections. Past performance of markets or investments is not indicative of future results.

NO ADVISOR-CLIENT RELATIONSHIP: Downloading this guide or contacting us does not create an advisor-client relationship. Any services would be subject to separate written agreement and appropriate regulatory compliance.

PROFESSIONAL SERVICES: Advantage Advisors LLC provides educational resources and consulting services for entrepreneurs establishing their own wealth management structures. For investment management, legal, or tax services, you must engage appropriately licensed professionals. We are not a registered investment advisor, broker-dealer, or law firm.

EARNINGS DISCLAIMER: Any references to cost savings, fee reductions, tax optimization, or investment returns are examples only and should not be construed as guarantees or typical results. Individual results depend on many factors including asset size, investment choices, market conditions, tax situations, and professional guidance obtained.

EXTERNAL RESOURCES: This guide may reference third-party tools, calculators, or service providers for informational purposes only. We do not endorse or guarantee these resources and are not responsible for their accuracy, availability, or any consequences of their use.