Managing Tech Millions

Manage Your Millions; Define Your Legacy

Real conversations with tech pros, private equity insiders, and investing experts to help you turn equity comp into generational wealth—and guide your transformation from money maker to money manager. managingtechmillions.com

  1. hace 5 d

    How to Start a Micro Family Office FROM SCRATCH (3 Steps)

    👋 Managing Tech Millions by WealthOps 📈 your go-to source to learn how to architect, build, and run your own Micro Family Office. Join me for The WealthOps Way—our free live masterclass designed to help you stop guessing and start running your wealth like a business. You’ll go from scattered to strategic as you craft your own Portfolio Thesis—the foundation of everything that follows. 👉 In just one session, you’ll: * Clarify your long-term vision * Define your next best investment move * Build the system that turns wealth into freedom When? 📆 Saturday, September 12th If you’re sitting on $1 to $30 million, the wealth management industry has left you stranded. You’ve outgrown basic personal finance advice. You’re not rich enough for the family offices built for the ultra-wealthy. So you end up managing millions the way most people manage thousands. I lived in that gap. Former tech CIO, concentrated equity, no playbook. Today I run a $7 million portfolio on a system I call the Micro Family Office, and in this video I walk you through how to build one. The strategic advantages billionaire families have used for decades don’t require a $100 million minimum or millions a year in overhead. They require three phases, and most people skip straight past the first one to go pick investments. That’s why their portfolios never compound the way they should. I break down the whole WealthOps framework: what you architect before you make another investment, what you build, and the quarterly rhythm that runs it once it’s live. I also take on the objection I hear most, that this would take over your life. I answer it with a number. This is education, not advice. Let’s keep building. PS...If you're enjoying the content, please consider referring this edition to a friend. And whenever you are ready, there two ways I can help you: * Want weekly videos on managing your millions? Subscribe to our YouTube Channel * Want to architect your own Micro Family Office? Join our next Live Workshop Disclaimer: This newsletter is for informational purposes only and does not constitute financial or career advice. Always consult with qualified professionals before making any decisions based on the information provided. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit managingtechmillions.com

  2. 1 sept

    $20K monthly cash flow from a $3M portfolio, here’s how…

    👋 Managing Tech Millions by WealthOps 📈 your go-to source to learn how to architect, build, and run your own Micro Family Office. Join me for The WealthOps Way—our free live masterclass designed to help you stop guessing and start running your wealth like a business. You’ll go from scattered to strategic as you craft your own Portfolio Thesis—the foundation of everything that follows. 👉 In just one session, you’ll: * Clarify your long-term vision * Define your next best investment move * Build the system that turns wealth into freedom When? 📆 Saturday, September 12th Most advisors hand you the same plan. Accumulate for 30 years, then withdraw 4% a year and hope the math holds. I ran that plan through real numbers in this video: the taxes, the sequence risk, the principal you liquidate every year to pay yourself. It’s a water tank you drain while praying it rains again. Ultra-wealthy families operate differently. I’ve sat on both sides of the table, as a GP allocating capital and an LP writing checks, and today my portfolio covers my family’s essential expenses without touching the principal. The difference comes down to the job your assets do. They stop accumulating and start operating. I walk you through the framework I use in my own portfolio and in the funds I run: how the assets get selected, how the tax bill shrinks, and what families north of $20M actually hold instead of index funds. Then I put both models side by side. One funds a retirement. The other funds independence. This is education, not advice. Let’s keep building. PS...If you're enjoying the content, please consider referring this edition to a friend. And whenever you are ready, there two ways I can help you: * Want weekly videos on managing your millions? Subscribe to our YouTube Channel * Want to architect your own Micro Family Office? Join our next Live Workshop Disclaimer: This newsletter is for informational purposes only and does not constitute financial or career advice. Always consult with qualified professionals before making any decisions based on the information provided. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit managingtechmillions.com

  3. 25 ago

    Have $1M-$30M? DON'T use the 4% rule

    👋 Managing Tech Millions by WealthOps 📈 your go-to source to learn how to architect, build, and run your own Micro Family Office. Join me for The WealthOps Way—our free live masterclass designed to help you stop guessing and start running your wealth like a business. You’ll go from scattered to strategic as you craft your own Portfolio Thesis—the foundation of everything that follows. 👉 In just one session, you’ll: * Clarify your long-term vision * Define your next best investment move * Build the system that turns wealth into freedom When? 📆 Saturday, August 29th In 2012 I had millions in the bank and no income strategy. Every advisor told me the same thing: 60/40 portfolio, 4% rule, you’re set for life. Then I went and read the research behind that rule. It comes from a 1994 study, and what it leaves out is the thing that can end a retirement in the first three years. So I spent the next decade studying how ultra-wealthy families actually pay for their lives. I interviewed Chief Investment Officers at Single Family Offices and took their portfolio structures apart. What I found made me angry. The strategy isn’t complicated. It’s been kept quiet by firms charging you 1% a year to sit in the same cookie-cutter portfolio they sell someone with $500K. Families with generational wealth follow one rule about their assets, and everything else is built around it. Follow it and a 30% market drop stops being a threat to your retirement. In this video I walk through the structure I built, what my own numbers looked like the year I walked away at 51, and the four steps I’d take if I were starting from scratch today. This is education, not advice. Let’s keep building. PS...If you're enjoying the content, please consider referring this edition to a friend. And whenever you are ready, there two ways I can help you: * Want weekly videos on managing your millions? Subscribe to our YouTube Channel * Want to architect your own Micro Family Office? Join our next Live Workshop Disclaimer: This newsletter is for informational purposes only and does not constitute financial or career advice. Always consult with qualified professionals before making any decisions based on the information provided. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit managingtechmillions.com

  4. 18 ago

    Already Have $1M? Here's How to Get to $10M

    👋 Managing Tech Millions by WealthOps 📈 your go-to source to learn how to architect, build, and run your own Micro Family Office. Join me for The WealthOps Way—our free live masterclass designed to help you stop guessing and start running your wealth like a business. You’ll go from scattered to strategic as you craft your own Portfolio Thesis—the foundation of everything that follows. 👉 In just one session, you’ll: * Clarify your long-term vision * Define your next best investment move * Build the system that turns wealth into freedom When? 📆 Saturday, August 29th In 2012 my company IPO’d and I watched my net worth go up $3 million in a matter of minutes. A few days later I sat down with a Morgan Stanley advisor expecting a playbook. I got 30 minutes of the same recommendation he gives someone with $100K in a 401(k): 90% stocks and bonds, 10% cash. He wasn’t a bad advisor. He was giving me the only thing the industry is built to give someone at my level. That’s how I found the financial dead zone. Retail finance serves people under $1 million. Family offices serve people over $100 million. If you’re somewhere in between, you’re paying about 1% a year for advice you could get out of ChatGPT. So I studied how ultra-wealthy families actually run their money, then rebuilt it at my scale. In this video I walk through the blueprint I used to grow past $8 million and cover my family’s essential expenses entirely with portfolio income. Most people try to jump straight to the last phase. I explain why the order matters more than any single strategy. This is education, not advice. Let’s keep building. PS...If you're enjoying the content, please consider referring this edition to a friend. And whenever you are ready, there two ways I can help you: * Want weekly videos on managing your millions? Subscribe to our YouTube Channel * Want to architect your own Micro Family Office? Join our next Live Workshop Disclaimer: This newsletter is for informational purposes only and does not constitute financial or career advice. Always consult with qualified professionals before making any decisions based on the information provided. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit managingtechmillions.com

  5. 11 ago

    Family Office CEO Explains How To Start Your Own (Without Needing $100M+)

    👋 Managing Tech Millions by WealthOps 📈 your go-to source to learn how to architect, build, and run your own Micro Family Office. Join me for The WealthOps Way—our free live masterclass designed to help you stop guessing and start running your wealth like a business. You’ll go from scattered to strategic as you craft your own Portfolio Thesis—the foundation of everything that follows. 👉 In just one session, you’ll: * Clarify your long-term vision * Define your next best investment move * Build the system that turns wealth into freedom When? 📆 Saturday, August 15th You Don’t Need $100M to Run a Family Office If your net worth sits between one and thirty million, you already have investments. What you’re missing is the system that grows them, protects them, and passes them down. That gap separates owning a portfolio from running a family office. The wealthiest families in the world run their money like a business. Every family office operates on the same components, whether it’s running five million or five hundred million. Miss one and the whole thing gets shaky. In this video I walk through each one, what it does, and where the gaps usually show up for people at one to thirty million. I also break down why the hundred-million-dollar entry price on family offices is a myth, and which component flips your relationship with your advisors completely. By the end, you’ll be able to count how many you already have in place. Whatever number you land on is your starting point. The gaps are the work ahead. This is education, not advice. Let’s keep building. PS...If you're enjoying the content, please consider referring this edition to a friend. And whenever you are ready, there two ways I can help you: * Want weekly videos on managing your millions? Subscribe to our YouTube Channel * Want to architect your own Micro Family Office? Join our next Live Workshop Disclaimer: This newsletter is for informational purposes only and does not constitute financial or career advice. Always consult with qualified professionals before making any decisions based on the information provided. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit managingtechmillions.com

  6. 4 ago

    Have $1M–$30M? Your Family Will Probably Lose It — Here's How to Fix That

    👋 Managing Tech Millions by WealthOps 📈 your go-to source to learn how to architect, build, and run your own Micro Family Office. Join me for The WealthOps Way—our free live masterclass designed to help you stop guessing and start running your wealth like a business. You’ll go from scattered to strategic as you craft your own Portfolio Thesis—the foundation of everything that follows. 👉 In just one session, you’ll: * Clarify your long-term vision * Define your next best investment move * Build the system that turns wealth into freedom When? 📆 Saturday, August 15th Most first-generation wealth doesn’t survive the handoff. The investments were usually fine. The problem is that everything holding it together lives in your head. The strategy, the reasoning, the relationships, the plan for what happens next. In tech we call that a single point of failure. Right now, that’s you. The Rockefellers solved this in 1882, and their family office still runs 140 years later. Their heirs got more than assets. They got the thing that keeps wealth alive after the person who built it is gone. In this video I walk through the three shifts that turn a portfolio into something your family can actually run without you. One of them is the shift almost everyone gets backwards. I’ll also share a moment from my own family, on a service trip to a small town in the Dominican Republic, where it landed for me. If your kids are still young, or you’re too busy building to think about succession, this is the one to watch. This is education, not advice. Let’s keep building. PS...If you're enjoying the content, please consider referring this edition to a friend. And whenever you are ready, there two ways I can help you: * Want weekly videos on managing your millions? Subscribe to our YouTube Channel * Want to architect your own Micro Family Office? Join our next Live Workshop Disclaimer: This newsletter is for informational purposes only and does not constitute financial or career advice. Always consult with qualified professionals before making any decisions based on the information provided. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit managingtechmillions.com

  7. 28 jul

    Protecting Your Wealth Is Hard Until You Focus on These 4 Tasks

    👋 Managing Tech Millions by WealthOps 📈 your go-to source to learn how to architect, build, and run your own Micro Family Office. Join me for The WealthOps Way—our free live masterclass designed to help you stop guessing and start running your wealth like a business. You’ll go from scattered to strategic as you craft your own Portfolio Thesis—the foundation of everything that follows. 👉 In just one session, you’ll: * Clarify your long-term vision * Define your next best investment move * Build the system that turns wealth into freedom When? 📆 Saturday, August 15th The moment your wealth becomes worth protecting is the exact moment the financial industry stops serving you. Too complex for retail advice. Too small for the family office built for hundred-million-dollar fortunes. Welcome to the service desert—where defending everything you’ve built falls to one person. You. And here’s what nobody warns you about: your wealth isn’t facing one threat. It’s facing four, all at once. The market that built it. The world that can sue you for it. The IRS that quietly drains it every single year. And time itself, which decides whether any of it outlasts you. Most people at your level defend against one, maybe two—and leave the other doors wide open. You don’t need to be a financial genius to close all four. You need to execute on four specific tasks. The exact four I focused on first when protecting my own $8M portfolio. I’ll walk you through each one—and show you why they’re not independent. Done right, each defense reinforces the others, until your wealth stops being a pile you anxiously guard and becomes a business that defends itself. This is education, not advice. Let’s keep building. PS...If you're enjoying the content, please consider referring this edition to a friend. And whenever you are ready, there two ways I can help you: * Want weekly videos on managing your millions? Subscribe to our YouTube Channel * Want to architect your own Micro Family Office? Join our next Live Workshop Disclaimer: This newsletter is for informational purposes only and does not constitute financial or career advice. Always consult with qualified professionals before making any decisions based on the information provided. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit managingtechmillions.com

  8. 21 jul

    The Kind of Portfolio That Makes You Immune to Market Swings

    👋 Managing Tech Millions by WealthOps 📈 your go-to source to learn how to architect, build, and run your own Micro Family Office. Join me for The WealthOps Way—our free live masterclass designed to help you stop guessing and start running your wealth like a business. You’ll go from scattered to strategic as you craft your own Portfolio Thesis—the foundation of everything that follows. 👉 In just one session, you’ll: * Clarify your long-term vision * Define your next best investment move * Build the system that turns wealth into freedom When? 📆 Sunday, July 26th Most retirement advice tells you to survive market swings with more diversification, more bonds, more cash on the sidelines. I’m going to show you why that entire premise is backwards. Here’s the uncomfortable truth: a 20% drop doesn’t hurt you. Being forced to sell into that drop does. And the traditional retirement model all but guarantees that moment arrives. There’s even a name for it in the research, and two retirees with the identical average return can have wildly different outcomes based on nothing but timing. In this video, I put two models side by side using a real $3 million portfolio. One is the drawdown plan your advisor recommends. The other is the evergreen structure the ultra-wealthy actually build. Same income. Completely different outcome. And when I show you what the wealthiest families keep in the public markets, it’s going to surprise you. If you have $1M–$30M and you’re serious about income that ignores the market’s mood, watch to the end. This is education, not advice. Let’s keep building. PS...If you're enjoying the content, please consider referring this edition to a friend. And whenever you are ready, there two ways I can help you: * Want weekly videos on managing your millions? Subscribe to our YouTube Channel * Want to architect your own Micro Family Office? Join our next Live Workshop Disclaimer: This newsletter is for informational purposes only and does not constitute financial or career advice. Always consult with qualified professionals before making any decisions based on the information provided. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit managingtechmillions.com

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Información

Real conversations with tech pros, private equity insiders, and investing experts to help you turn equity comp into generational wealth—and guide your transformation from money maker to money manager. managingtechmillions.com

Ficha técnica

  • Creado por
    Manage Your Millions; Define Your Legacy
  • Años en activo
    2022 - 2026
  • Episodios
    176
  • Clasificación
    Apto
  • Derechos de autor
    © Christopher Nelson
  • Sitio web del podcast
    Managing Tech Millions

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