Managing Tech Millions

Manage Your Millions; Define Your Legacy
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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. 2D AGO

    142: How 8% Returns Beat 12% Returns (Structured Alpha Explained)

    👋 Managing Tech Millions 📈 your go-to source for building wealth with tech equity and managing the money that comes with it. 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? 📆 January 21st at 7pm to 9pm (Central US) How can an 8% return outperform a 12% return over time?The answer has nothing to do with taking more risk, and everything to do with what you actually keep. In this episode, I break down the concept of Structured Alpha—a framework used by ultra-wealthy families to measure after-tax performance instead of headline returns. Most investors obsess over gross returns, but taxes quietly erode 2–4% of their portfolio every year. Over decades, that can mean millions lost to inefficiency. You’ll learn why gross returns are misleading, how income type matters more than yield, and how combining income architecture with tax optimization can dramatically increase long-term wealth—without increasing market risk. We’ll walk through real examples across different portfolio sizes and show how investors with $1M–$30M can systematically keep more of what they earn, letting compounding do the heavy lifting. If you’re serious about building wealth like a business—and not leaving money on the table—this episode will change how you evaluate returns forever. 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 Spots are limited—and the clarity you’ll gain? Game-changing. Let’s build your portfolio like it’s your next great company. If you like the podcast, support us by letting us know what you think (one click); please do that now! Loading... PS...If you're enjoying Managing Tech Millions, please consider referring this edition to a friend. And whenever you are ready, there three ways I can help you: * Start up-leveling your knowledge - 🎧️ Follow our Podcast * Get our detailed How To Videos- 📺️ Subscribe to our Channel * Accelerate your actions, attend a Master Class (its Free) 🧠 The WealthOps Way 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

    12 min

  2. JAN 13

    141: 5 Reasons You Should NOT Start a Micro Family Office

    👋 Managing Tech Millions 📈 your go-to source for building wealth with tech equity and managing the money that comes with it. 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? 📆 January 21st at 7pm to 9pm (Central US) Most people listening to this episode should not build their own wealth management infrastructure. And hearing that upfront might save you from a very expensive mistake. Managing an $8M Micro Family Office has taught me something most content in this space avoids saying out loud: this approach is incredibly powerful—but only for a very specific type of person. If even one of five key conditions applies to you, building a Micro Family Office will likely create more friction than freedom. But if none of them apply, managing your wealth like a business may be the highest-return decision you ever make. In this episode, I walk through the five reasons you should not build a Micro Family Office—covering mindset, time commitment, tax strategy, portfolio structure, and asset scale. This isn’t hype or theory. It’s a reality check based on running my own portfolio with a CEO-level operating model, where income, growth, and preservation work together as a single system. You’ll hear why passive, “set it and forget it” investors are better served by traditional advisors, why proactive tax strategy can quietly add tens of thousands of dollars per year to your bottom line, and why portfolios under $1M usually don’t justify the infrastructure required. We’ll also break down the real weekly time commitment, what “active ownership” actually looks like, and the critical difference between drawdown portfolios and Evergreen Portfolios designed to fund life without selling assets. This conversation reframes wealth entirely: a multi-million-dollar portfolio isn’t just an account—it’s a business. One capable of generating six figures in annual income with a fraction of the effort most people spent building their careers. The question isn’t whether you’re capable of running it. It’s whether this model truly fits how you want to live, think, and engage with your money. If you’re frustrated with cookie-cutter advice, want real control over your financial future, and are serious about building generational wealth—not just spending it down—this episode will help you decide, clearly and honestly, whether a Micro Family Office is the right path for you. 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 Spots are limited—and the clarity you’ll gain? Game-changing. Let’s build your portfolio like it’s your next great company. If you like the podcast, support us by letting us know what you think (one click); please do that now! Loading... PS...If you're enjoying Managing Tech Millions, please consider referring this edition to a friend. And whenever you are ready, there three ways I can help you: * Start up-leveling your knowledge - 🎧️ Follow our Podcast * Get our detailed How To Videos- 📺️ Subscribe to our Channel * Accelerate your actions, attend a Master Class (its Free) 🧠 The WealthOps Way 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

    11 min

  3. JAN 6

    140: How to Retire at 51 Instead of 67

    👋 Managing Tech Millions 📈 your go-to source for building wealth with tech equity and managing the money that comes with it. 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? 📆 January 7th at 7pm to 9pm (Central US) At 51, I walked away from a tech executive career with $6M in my portfolio, but I wasn’t retiring because I had “enough.” I retired because my portfolio was generating income, not just sitting there as a big number on a screen. In this video, I share how I built my portfolio to produce cash flow and grow at the same time, allowing me to retire early. It’s not about saving more or hoping for market growth—it’s about structuring your wealth like ultra-wealthy families do. Most high earners face a common problem: they accumulate millions but have no plan for income replacement. They’re stuck in a “wealth trap” where the goalposts keep moving, and retirement seems always out of reach. For years, I followed the traditional advice—60/40 portfolios, the 4% rule—only to realize it wasn’t built for my goals. That’s when I started studying how ultra-wealthy families actually manage their wealth, and what I discovered completely changed my approach. Ultra-wealthy families don’t rely on selling assets to fund their lives—they build what I call the Evergreen Portfolio. This model includes three critical components: growth assets for long-term appreciation, preservation assets for safety, and income-generating assets that fund your lifestyle without tapping into principal. In this video, I break down how I applied this framework to my own portfolio, how I structured it, and how you can do the same. With this strategy, I was able to take $6M and structure it so that half of it generates steady income, allowing me to retire at 51 while still growing my wealth. I show you exactly how to build your portfolio with growth, preservation, and income—without relying on market timing or risky bets. If you’re ready to break free from the traditional retirement advice and start building a portfolio that works for you now, this episode is for you. 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 Spots are limited—and the clarity you’ll gain? Game-changing. Let’s build your portfolio like it’s your next great company. If you like the podcast, support us by letting us know what you think (one click); please do that now! Loading... PS...If you're enjoying Managing Tech Millions, please consider referring this edition to a friend. And whenever you are ready, there three ways I can help you: * Start up-leveling your knowledge - 🎧️ Follow our Podcast * Get our detailed How To Videos- 📺️ Subscribe to our Channel * Accelerate your actions, attend a Master Class (its Free) 🧠 The WealthOps Way 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

    14 min

  4. 12/30/2025

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

    👋 Managing Tech Millions 📈 your go-to source for building wealth with tech equity and managing the money that comes with it. 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? 📆 January 7th at 7pm to 9pm (Central US) Four years ago, one decision changed everything. Walking away from a tech executive career at 51 looked reckless from the outside—especially when the portfolio at the time was half the size of peers who were still working long hours. But there was one critical difference: while their wealth was just a number on a screen, this portfolio was already generating meaningful cash flow. Four years later, it has grown by more than $2M and now produces over $200K per year in income—without selling assets. This episode breaks down why the traditional 4% rule quietly fails high earners and why so many people with millions still feel trapped in demanding careers. The 4% rule was never designed for people managing seven- and eight-figure portfolios, and it ignores one of the biggest risks retirees face: sequence-of-returns risk. When markets drop early in retirement, forced asset sales can permanently derail a portfolio—and most advisors still build plans that rely entirely on hope and market timing. The conversation pulls back the curtain on a massive gap in wealth management. If you have under $1M, personal finance advice works. If you have over $100M, you can build a full Single Family Office. But between $1M and $30M, most investors are pushed into generic 60/40 portfolios that generate little to no income while charging substantial fees. This is what creates dependence on a paycheck long after wealth has been built. The alternative explored in this episode is how ultra-wealthy families actually structure portfolios: never selling assets to fund life. Instead, they build Evergreen Portfolios designed around three coordinated categories—growth, preservation, and income. Growth assets compound long-term value, preservation assets protect liquidity and downside risk, and income assets generate consistent cash flow that funds living expenses regardless of market conditions. This structure allows families to ride out downturns without panic, selling, or lifestyle disruption. You’ll hear exactly how this framework was implemented step by step—divesting concentrated stock positions over time, increasing liquidity, and deliberately building income-producing assets such as real estate, private credit, and income-focused strategies. The result was financial independence achieved not by guessing market cycles, but by replacing drawdowns with durable cash flow. The episode also walks through the real-world math behind why this approach matters. In down markets like 2008 or 2022, portfolios dependent on withdrawals permanently lose ground, while income-driven portfolios continue operating and recover faster. Same starting numbers. Completely different outcomes. If you’re managing between $1M and $30M, sitting on concentrated equity, or questioning whether the traditional retirement playbook actually works for your situation, this episode offers a clear, practical alternative. It’s not about chasing higher returns—it’s about building a system that supports your life today while still compounding for the future. If you want to go deeper into how this Evergreen approach fits inside a Micro Family Office structure—and how to implement it systematically—this episode is the foundation. 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 Spots are limited—and the clarity you’ll gain? Game-changing. Let’s build your portfolio like it’s your next great company. If you like the podcast, support us by letting us know what you think (one click); please do that now! Loading... PS...If you're enjoying Managing Tech Millions, please consider referring this edition to a friend. And whenever you are ready, there three ways I can help you: * Start up-leveling your knowledge - 🎧️ Follow our Podcast * Get our detailed How To Videos- 📺️ Subscribe to our Channel * Accelerate your actions, attend a Master Class (its Free) 🧠 The WealthOps Way 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

    15 min

  5. 12/23/2025

    138: 3 BIG changes I'm making to my $8M portfolio in 2026

    👋 Managing Tech Millions 📈 your go-to source for building wealth with tech equity and managing the money that comes with it. 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? 📆 January 7th at 7pm to 9pm (Central US) Managing an eight-figure portfolio isn’t about chasing the highest returns — it’s about making deliberate, CEO-level decisions that reduce risk, increase liquidity, and ensure your wealth can compound through every market cycle. In this episode, the focus is on the biggest changes being made to an $8M portfolio heading into 2026, including which investments are being exited, where capital is being redeployed, and the annual decision-making framework that drives those moves with clarity and confidence. For many high earners, early success comes with mistakes: overconcentration in company stock, chasing hot deals, reacting emotionally to market noise, and operating without real systems. The shift happens when wealth stops being treated like a side project and starts being run like a business. That’s where the Annual Portfolio CEO Review comes in — a structured process that looks at three critical areas every year: portfolio strategy, operational efficiency, and succession planning. Every decision flows through a clearly defined Investment Thesis, acting as a north star for what the portfolio is optimizing for and how success is measured. Looking ahead to 2026, the priorities are clear: reduce risk, increase liquidity, and diversify income streams. That means closing out underperforming private investments where cash flow is unpredictable or capital is trapped, doubling down on proven private-market operators who consistently hit distribution targets, and increasing exposure to public-market income strategies like covered call ETFs and dividend-focused investments. The goal isn’t aggressive growth — it’s building a resilient portfolio that compounds steadily while remaining flexible and liquid. Operational simplicity is another major focus. Over time, complexity quietly builds as accounts multiply and tools pile up, pulling attention away from actual investing. The 2026 plan includes consolidating brokerage platforms, auditing every tool and subscription, and eliminating anything that doesn’t earn its place. Just like refactoring code, the objective is the same functionality with cleaner architecture — less friction, more focus. Succession planning rounds out the framework, an area most people delay until it’s too late. This includes actively involving family members through charitable decision-making, hands-on investment education, and structured family governance meetings. The goal isn’t to turn the next generation into portfolio managers, but to ensure they understand that wealth is a responsibility, not just an inheritance. The biggest lessons moving into 2026 are simple: priorities evolve as life evolves, simplicity beats complexity, and family involvement compounds just like capital. Anyone managing between $1M and $30M can apply this same three-part review by asking three questions: where to divest and invest, what to simplify operationally, and how to future-proof the portfolio for the next generation. If you want to enter the new year with a clear strategy instead of reactive decisions, this episode lays out the exact framework to do it. 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 Spots are limited—and the clarity you’ll gain? Game-changing. Let’s build your portfolio like it’s your next great company. If you like the podcast, support us by letting us know what you think (one click); please do that now! Loading... PS...If you're enjoying Managing Tech Millions, please consider referring this edition to a friend. And whenever you are ready, there three ways I can help you: * Start up-leveling your knowledge - 🎧️ Follow our Podcast * Get our detailed How To Videos- 📺️ Subscribe to our Channel * Accelerate your actions, attend a Master Class (its Free) 🧠 The WealthOps Way 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

    9 min

  6. 12/16/2025

    137: Here's how I turned $3M into $200K/yr cash flow

    👋 Managing Tech Millions 📈 your go-to source for building wealth with tech equity and managing the money that comes with it. 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? 📆 January 7th at 7pm to 9pm (Central US) In 2012, 97% of one portfolio was tied to a single stock—a position that created incredible highs when the market was up and intense anxiety when it wasn’t. That level of concentration is a time bomb, and yet it’s exactly where many high earners find themselves after a liquidity event or years of accumulating company equity. Traditional advisors didn’t have answers beyond a generic 60/40 allocation and a “withdraw 4% in retirement” plan, none of which solved the real challenge: how to reduce concentration risk, generate income today, and still grow wealth over time. Most investors are taught the drawdown model—accumulate during your working years, then start selling assets in retirement. But this structure exposes you to sequence-of-returns risk and forces you to hope the market cooperates. The Evergreen model replaces hope with intention by organizing assets into three categories with clear jobs: growth assets that appreciate over time, income assets that generate cash flow today, and preservation assets that protect against downside risk. It’s the difference between treating your portfolio like a grain silo that empties over time and an orchard that produces fruit indefinitely without cutting down the trees. The turning point came from building an Investment Thesis—a strategic blueprint that defined goals, risk tolerance, allocation strategy, and return targets. Without this, most high earners wander from one idea to the next, reacting to market noise instead of executing a cohesive plan. After creating the thesis, a multi-year reallocation began, reducing concentrated equity positions and redeploying capital into a balanced structure aligned with the Evergreen model. The result was a portfolio with 47.5% in growth assets, 47.5% in income assets, and 5% in preservation, producing more than $200,000 per year in cash flow while still increasing in total value by over $2 million in just a few years. This video breaks down exactly how that transformation happened, why the traditional financial system fails individuals with $1M to $30M, and how the Micro Family Office approach allows high earners to run their wealth like a business rather than a side project. It’s a scalable framework used by families at the highest levels—and it works just as effectively for those managing portfolios in the seven- and eight-figure range. If you’re looking to reduce concentration risk, generate meaningful passive income, and build a portfolio that can support your lifestyle without selling off your future, this breakdown will show you the exact system that makes it possible. 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 Spots are limited—and the clarity you’ll gain? Game-changing. Let’s build your portfolio like it’s your next great company. If you like the podcast, support us by letting us know what you think (one click); please do that now! Loading... PS...If you're enjoying Managing Tech Millions, please consider referring this edition to a friend. And whenever you are ready, there three ways I can help you: * Start up-leveling your knowledge - 🎧️ Follow our Podcast * Get our detailed How To Videos- 📺️ Subscribe to our Channel * Accelerate your actions, attend a Master Class (its Free) 🧠 The WealthOps Way 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

    12 min

  7. 12/09/2025

    136: Have $1M-$30M? You Need a Micro Family Office

    👋 Managing Tech Millions 📈 your go-to source for building wealth with tech equity and managing the money that comes with it. 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? 📆 January 7th at 7pm to 9pm (Central US) Here’s something most high earners discover the hard way: once you cross the $1M mark, traditional wealth management stops working. Advisors keep offering the same 60/40 portfolio they use for clients with $200K, while you’re navigating concentrated stock positions, liquidity events, complex taxes, and investment opportunities they’ve never evaluated. You’re no longer in the personal-finance world… but you’re also not in the $100M+ family office world. You’re in the financial services desert. This week’s episode breaks down the solution: the Micro Family Office framework — the system designed specifically for people with $1 to $30 million who want professional-grade wealth management without the cost of a traditional family office. What You’ll Learn in This 14-Minute Breakdown • Why the industry isn’t built for people at your wealth levelOnce you cross seven figures, your opportunities — and risks — get more complex. Traditional advisors simply aren’t equipped for it. • The origins of the family office modelFrom 6th-century estate stewards to Rockefeller’s 1882 office to today’s $10T global family office ecosystem — and why these structures consistently outperform the market. • Why $1–$30M investors are completely underservedToo sophisticated for generic advice, not large enough for a $2M-per-year Single Family Office. • What a Micro Family Office actually isA streamlined, efficient system that gives you:– Strategic planning– Tax and legal protection– Unified reporting– Fractional expert support– A CEO-level operating cadence for your wealth • The WealthOps Framework: Architect → Build → RunA clear blueprint for designing, structuring, and operating your personal wealth like a real business. • The 7 Components of a Micro Family OfficeVision & StrategyPortfolio StructureLegal & Tax ProtectionOperational ProcessesPerformance & DataTeam & AdvisorsExecutive Governance • Why this model outperforms traditional advisorsBecause it’s custom-built around your goals — not a standardized risk questionnaire. When you build your Micro Family Office, you’re not “managing accounts.”You’re running a wealth operating system that improves decision-making, reduces risk, increases tax efficiency, and supports long-term generational strategy. It’s the same systematic approach family offices use — now accessible at your scale. 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 Spots are limited—and the clarity you’ll gain? Game-changing. Let’s build your portfolio like it’s your next great company. If you like the podcast, support us by letting us know what you think (one click); please do that now! Loading... PS...If you're enjoying Managing Tech Millions, please consider referring this edition to a friend. And whenever you are ready, there three ways I can help you: * Start up-leveling your knowledge - 🎧️ Follow our Podcast * Get our detailed How To Videos- 📺️ Subscribe to our Channel * Accelerate your actions, attend a Master Class (its Free) 🧠 The WealthOps Way 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

    16 min

  8. 12/02/2025

    135: What is a Micro Family Office

    👋 Managing Tech Millions 📈 your go-to source for building wealth with tech equity and managing the money that comes with it. 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? 📆 January 7th at 7pm to 9pm (Central US) For more than 1,400 years, the world’s wealthiest families have used a structured system to preserve, protect, and grow their wealth across generations. From the major-domos of the 6th century to the Rockefellers in the 1880s to the more than 10,000 family offices operating today, this model has quietly powered the longest-lasting fortunes on earth. But here’s what almost nobody talks about:If your net worth is between $1 million and $30 million, you’ve been completely locked out of this proven system. You’re too sophisticated for generic personal finance advice, yet not large enough for a traditional family office with multimillion-dollar annual operating costs. This episode breaks down why a Micro Family Office fills that gap—and why this moment in history makes it essential. With $124 trillion set to transfer across generations in the next two decades, and millions of new millionaires being created through tech equity and liquidity events, the need for structured wealth management has never been greater. Here’s what you’ll learn: * The “financial services desert” that exists for people with $1M–$30M * How family offices evolved from medieval stewards to modern wealth engines * Why traditional advisors give the same advice to a $100K client and a $10M client * The three wealth management structures—and the limitations of each * What a Micro Family Office actually is and how it operates * The four phases of the WealthOps Framework: Architect, Build, Run, and Succession * How to build a lean, efficient wealth management system using fractional experts * What it really costs to run a Micro Family Office I will show you how to take control of your wealth, reduce complexity, and build a system that supports both your lifestyle and your legacy. You don’t need $100 million to think like a family office—you just need the right structure, strategy, and operational cadence. If you’re ready to understand how sophisticated wealth is actually managed—and how to apply those principles at your scale—this video is your starting point. 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 Spots are limited—and the clarity you’ll gain? Game-changing. Let’s build your portfolio like it’s your next great company. If you like the podcast, support us by letting us know what you think (one click); please do that now! Loading... PS...If you're enjoying Managing Tech Millions, please consider referring this edition to a friend. And whenever you are ready, there three ways I can help you: * Start up-leveling your knowledge - 🎧️ Follow our Podcast * Get our detailed How To Videos- 📺️ Subscribe to our Channel * Accelerate your actions, attend a Master Class (its Free) 🧠 The WealthOps Way 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

    10 min
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4.9
out of 5
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About

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

Information

  • Creator
    Manage Your Millions; Define Your Legacy
  • Years Active
    2022 - 2026
  • Episodes
    143
  • Rating
    Clean
  • Copyright
    © Christopher Nelson
  • Show Website
    Managing Tech Millions

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