1B+ Family Office CIO: "Before You Invest a Dollar, DO THIS!"
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1B+ Family Office CIO: "Before You Invest a Dollar, DO THIS!"
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Most first-generation wealth builders make the same move: they cross the million-dollar threshold and immediately ask "where should I invest?" That question is the trap. And it's costing you more than you realize.
In this conversation, I sit down with Marco Quevedo—my friend from our UCSD days, a Wharton MBA, and now the Chief Investment Officer of a nine-figure family office. Marco has helped start multiple family offices from scratch, and he walks through exactly how billion-dollar operations architect their wealth—goals before thesis, thesis before allocation.
Here's what surprised me most: the best investors aren't the ones who are great at saying yes. They're the ones who say no—fast, and without guilt. Marco explains why "it doesn't fit our thesis" is a complete sentence, and how that single discipline separates the operators from the hopeful.
We cover goal-setting, the investment thesis, allocation buckets, governance, and the cadence that keeps it all alive. Then Marco leaves you with one piece of advice about the empty seat in your financial life. Watch to the end for that one.