What if you could generate over $250,000 in annual income from a $3 million portfolio — without selling assets and paying less than $10,000 in taxes?That’s exactly what I’ve structured through the Evergreen Income Framework, designed for people who feel stuck in the middle: too wealthy for typical advisors, but not quite large enough for traditional family offices. If you’re sitting on $1 million to $30 million in assets, you’ve likely felt this gap.Most financial advice follows the outdated growth and drawdown model — work for decades, invest in index funds, then start selling pieces of your portfolio to fund retirement. The problem? You expose yourself to inflation, market volatility, and eventually asset depletion.Instead, I focus on asset operation, not accumulation. The Evergreen model targets income-producing investments:Private equity real estate like commercial buildings, self-storage, and mobile home parksPrivate credit offering monthly cash flowEnergy infrastructure with special tax advantagesThese assets generate strong cash-on-cash returns, typically in the 8–12% range. Combined with smart tax strategies — such as depreciation and depletion allowances — it’s possible to reduce your effective tax rate to as low as 3–5%.I also walk through risk management, diversification across geography and asset types, and maintaining liquidity buffers for both safety and opportunity. With a clear operational cadence, including quarterly income reviews and annual rebalancing, the goal is to create a system that generates predictable income and long-term wealth.This is exactly how ultra-wealthy families operate. The difference isn’t just the assets — it’s the system. They build family offices to manage investments, taxes, risk, and estate planning as one unified platform. But until now, those tools were only accessible to those with $50M+.That’s why I created the Micro Family Office framework — bringing the same structure to professionals managing between $1M and $30M.This includes:Investment architecture to access private marketsA tax engine that integrates with your estate planningOperational infrastructure for performance tracking and decision-makingA continuous improvement loop with quarterly reviews and market updatesIf you’ve built a career mastering complex systems, this approach makes sense: treat your wealth like a business, with reliable income, strong risk management, and a structure that can be passed on for generations.You’re not just creating a portfolio — you’re building a financial engine designed to grow, compound, and operate independently of public market swings.

Ver todos los episodios