👋 Managing Tech Millions 📈 your go-to source for building wealth with tech equity and managing the money that comes with it.

Listen now on YouTube, Spotify or Apple Music.

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 two sessions, you’ll:

* Clarify your long-term vision

* Define your next best investment move

* Build the system that turns wealth into freedom

When? 📆 May 28 and 29th at 7pm to 9pm (Central US)

I’m going to break down how you, as a tech executive, already have what it takes to be the CEO of your own micro family office. I’ll walk you through the six traits you already possess that will make you successful in this role.

I didn’t wake up one day saying, “I’m going to start a micro family office.”What really happened was — after an IPO —I suddenly found myself a multimillionaire on paper, and completely lost when it came to managing that wealth. I had no systems, no processes, and no real strategy in place. Then it hit me: I spend my days in tech startups setting vision, building teams, solving complex problems, and hitting big goals... so why wasn’t I doing that for my most valuable asset— my portfolio?

That realization sparked the birth of my micro family office. I saw that I could transfer my skills as a tech executive into managing my own wealth—and the results have been incredible. Since August 2022, I’ve been the CEO of my micro family office. That’s my full-time job now. And honestly? It’s the best job I’ve ever had. It’s generational, it’s impactful, and it’s unlocked a new level of lifestyle freedom.

This episode is part of the Foundation Series, where we’re building the base knowledge you need to confidently step into wealth management—talking about micro family offices, evergreen portfolios, private equity income, and so much more.

If you’re ready to take what you know from the tech world and apply it to managing your financial future, this episode is for you. Let’s dig in.

Subscribe Now 👇

* Why traditional wealth management often fails tech professionals

* How to use your exec skills to manage personal capital

* What defines a micro family office vs. other wealth structures

* The four pillars of a successful micro family office

* How to build legacy while designing the lifestyle you want today

Episode Timeline:

* 00:00 – Wake-Up Call to Wealth Ownership

* 04:01 – Becoming a Portfolio CEO

* 08:03 – Creating a Platform for Wealth Strategy

* 12:06 – Tech Founders Without Systems

* 16:01 – Running Wealth Like a Business

* 20:03 – Hitting the $175M Milestone

* 24:03 – Monthly Metrics and Optimization

* 28:01 – Fast Learning From Mentors

* 32:02 – Tax Efficiency & Smart Deductions

* 36:03 – Legacy and Long-Term Vision

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 two sessions, 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.

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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