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March 3rd, 2026

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

  1. How to Run a Micro Family Office & Manage Your Wealth Like the Ultra-Rich Aspen Funds 26:33

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 CEO

If 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/

Ben Fraser Podcaster

Prior to Aspen, Mr. Fraser was a commercial lender at First Business Bank specializing in government backed loan originations (SBA & USDA), for one of the top SBA lenders in the nation. Prior to that he was a commercial credit underwriter for Crossfirst Bank, personally responsible for underwriting over $125MM in C&I and CRE loans across a variety of industries.

Prior to that, he worked for Tortoise Capital Advisors, a boutique asset management firm in energy infrastructure investments, and helped grow their institutional managed accounts from ~$3BN AUM to ~$7BN AUM. Ben was responsible for responding to all institutional RFPs from interested institutional investors.

Ben completed his MBA from Azusa Pacific University, and his B.S. in Finance from the University of Kansas, graduating magna cum laude.