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. -14 ч

    1B+ Family Office CIO: "Before You Invest a Dollar, DO THIS!"

    👋 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 12th Inside a Nine-Figure Family Office: How the Architect Phase Actually Works 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. 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

    38 мин.

  2. 30 июн.

    Family Office CEO Ranks Every Income Investment BEST to WORST (For Experienced Investors)

    👋 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 12th I Ranked Every Income Investment, Best to Worst — One Popular Pick Got an F Most income advice gets one thing backwards: it ranks investments as if there’s a single right answer for everyone. There isn’t. So I did something different. I took every income vehicle worth knowing — annuities, covered call ETFs, private credit, REITs, syndications, BDCs, muni bonds, the ones your advisor pitches and the ones they’ve never mentioned — and I graded all of them, S through F. But here’s the catch that changes everything: I graded them for one specific investor. $5 million, five years from drawing income, comfortable in private markets. Change that investor, and some of these grades flip completely. One of the most popular income products on the market earns a flat F. And a vehicle most people have never had pitched to them lands at the very top. I’ll show you exactly why — and the five dimensions of diversification almost everyone gets wrong, even with a dozen positions. Watch the full ranking, then build your own. 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

    16 мин.

  3. 23 июн.

    5 Mistakes To Avoid When Buying Your Next Covered Call ETF

    👋 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, Jun 28th at 3pm ET / 12pm PT⁣⁣ The Truth About Covered Call ETFs Nobody Tells You Covered call ETFs might be the most blindly bought income product on the market right now. And almost everyone picks the same way: they chase the biggest yield number on the website. Here’s what that number won’t tell you. The yield is what you receive. It says nothing about what you actually keep. I learned this the hard way when I started moving capital into these funds—capital that’s part of a portfolio generating over $200,000 a year in income. I nearly made several expensive mistakes myself. I caught them because I went deep: I broke down the strategies, the fund structures, and the tax treatment most investors never look at. In this video, I walk through the five biggest mistakes people make with covered call ETFs—and exactly what to do instead. One of them has nothing to do with which fund you pick, and it quietly costs people thousands every single year. Get these right, and you’ll be operating at a level most investors never reach. Let’s keep building. 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

    12 мин.

  4. 16 июн.

    Have $1M–$30M? Here's How to Grow, Protect, and Pass It Down (7 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? 📆 Sunday, Jun 28th at 3pm ET / 12pm PT⁣⁣ You’re Too Big for the App—and Too Small for the Family Office If your net worth sits somewhere between one and thirty million dollars, you’re stuck in a place nobody built for you. Too big for the retail app on your phone. Too small for the single family office running things for the ultra-wealthy. So you default to the only option anyone ever handed you: give it all to an advisor, pay the fee year after year, and watch the accounts draw down—until the money runs out, or you do. There’s a second path. Five years ago I built my own Micro Family Office on the same seven components that run hundred-million-dollar family offices—scaled to my situation. In this video I walk through every one, and how they lock together into a system you actually run. Here’s what most people get wrong: you don’t build all seven on day one, and the sophisticated version of a few is not what wins. Stick around to the end—I’ll show you how to score yourself across all seven, so you know exactly where you stand and what to fix first. Let’s keep building. 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

    9 мин.

  5. 9 июн.

    You NEED a Micro Family Office (if you have $1M-$30M NW)

    👋 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? 📆 Wednesday, Jun 10th at 8pm ET / 5pm PT⁣⁣ You Don’t Need a Better Advisor. You Need a Better Structure. As your wealth grows — one million to two, two to five — you outgrow your financial advisor. So you go hunting for a unicorn: the one advisor who’ll finally get it. I did the same thing after my first IPO watched my net worth jump to $3.3 million. Every firm came back with the same cookie-cutter pitch and the same 1% fee. Here’s what took me years to understand: if you’re between $1 and $30 million, the problem was never your advisor. You’re stuck in a place the industry simply isn’t built to serve — and chasing a better advisor keeps you there. The ultra-wealthy solved this over a century ago. They don’t have a portfolio. They run their wealth like a business. In this video, I’ll show you how to build a scaled-down version for yourself — the same structure, made cost-effective and actually implementable for high earners. This is the shift from money maker to money manager. 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

    16 мин.

  6. 2 июн.

    Give me 50 sec... you'll never look at your financial advisor the same

    👋 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? 📆 Wednesday, Jun 10th at 8pm ET / 5pm PT⁣⁣ Most people think they’re in charge of their money. They’re not. If you have a financial advisor telling you what to buy, when to worry, and what your goals should be — and you’re nodding along — you’re not running your wealth. You’re an employee in a business you own. I’m not saying fire your advisor. I’m saying something different. There’s a specific seat you should be sitting in, and right now, someone else is sitting in it for you. Most people never see this until it’s too late. In 50 seconds, I break down the role your advisor should actually play on your team — and the role you need to step into if you want any real say in how your wealth gets built. Most people get this exact dynamic backwards and never realize it. Because if you don’t take that seat, someone else will build their version of your dream. And you’ll be the one living with it. 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

    1 мин.

  7. 26 мая

    SpaceX IPO Is Minting Overnight MILLIONAIRES — Here's 7 Decisions you MUST Make

    👋 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? 📆 Wednesday, May 27th at 8pm ET / 5pm PT⁣⁣ SpaceX is about to mint 160 new millionaires — and most of them will get this wrong You think the big decisions come after the money hits. You’re wrong — and that misunderstanding is what costs first-generation wealth builders the most. A tweet stopped me cold this week. Roughly 160 people in Austin are about to clear $100 million from the upcoming SpaceX IPO. Twelve will clear a billion. I cleared $3 million on my first IPO. I made almost every mistake a first-gen wealth builder can make — and most of these SpaceX employees are about to make them too. Here’s what nobody tells you: the highest-leverage moves happen before the stock even prices. The first call most people make is the wrong one. The lockout window most people sleep through is the most important planning period of their financial life. I walk through 7 decisions you need to make if you’re staring down an IPO, a business sale, an inheritance, or any sudden wealth event. There’s also one question underneath all seven. If you can’t answer it, none of the rest works. Let’s keep building. 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

    10 мин.

  8. 19 мая

    5 Counter-Intuitive Investing Principles That Helped Me Retire at 51

    👋 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? 📆 Wednesday, May 27th at 8pm ET / 5pm PT⁣⁣ I Retired at 51 Without Following the 4% Rule Most people are handed the same retirement playbook: hire an advisor, diversify your stocks, withdraw 4% a year, and hope the market cooperates. I followed none of it. And I walked away at 51. Here’s the part nobody tells you — that playbook wasn’t built for early retirement, tax efficiency, durable income, or leaving a legacy. It was built to help you accumulate wealth. Not to live from it. The real shift came when I stopped studying retirement advice and started studying how ultra-high-net-worth families — the ones managing $100M+ — actually operate their money. They weren’t asking how to beat the market. They were asking completely different questions. In this video, I’m walking you through the 5 counter-intuitive principles that changed everything for me — including the $10K decision that’s quietly worth over $650K, and why the org chart most people use to manage their wealth is upside down. If you’ve built real wealth and the conventional model feels like it wasn’t built for you — you’re right. Here’s what to do instead. 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

    15 мин.
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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

Информация

  • Автор
    Manage Your Millions; Define Your Legacy
  • Годы выхода
    2022 - 2026
  • Выпуски
    167
  • Ограничения
    Без ненормативной лексики
  • Авторские права
    © Christopher Nelson
  • Сайт подкаста
    Managing Tech Millions

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