Managing Tech Millions

👋 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, October 21st

At five million dollars, everyone tells you you’ve won. That you can rest easy. That’s not what it felt like to me.

When my company went public in 2012, I had multiple seven figures overnight, almost all of it in one stock. On paper I’d made it. In practice, I’d walked into a new game, and the rules didn’t come printed on the box.

At this level, your wealth stops being a number. It becomes a business. And for most people, nobody is running it.

I walk through the six rules that change at five million: concentration, taxes, protection, lifestyle, succession, and your kids. For each one, you get a clear test to know whether you’ve handled it. Plus the backyard habit an insurance broker flagged as our single biggest risk.

Then there’s a seventh rule. It has nothing to do with money, and it cost me the most. I’ll share what someone close to me said when I was struggling with it. It’s the reason this channel exists.

By the end, you’ll know which rule is already your problem, and which one to tackle first.

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.

👋 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, October 10th

Building wealth is one skill. Managing it across investments, taxes, legal structures, and generations is an entirely different discipline. Yet if your net worth sits between mass-market advice and a traditional family office, the financial industry often leaves you with scattered accounts, generic recommendations, and no real operating system.I know that gap because I lived it. After years of studying how the world’s wealthiest families preserve and compound capital, I built a lean version for my own family: a Micro Family Office. It changed the way I thought about wealth—not as a portfolio to monitor, but as a business to architect, operate, and eventually pass on.The surprising part isn’t that this model works for billionaires. It’s how much of it can be right-sized for first-generation wealth builders without the staff, overhead, or complexity of a traditional family office.In this video, I break down the service desert, the shift happening now, and the framework behind a Micro Family Office. Watch if you’ve outgrown DIY wealth management and want to understand what it takes to become the CEO of your own wealth.

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.

👋 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, October 3rd

You’re great at growing your wealth. You earned the equity, maybe rode an IPO, and watched the number climb. Now ask yourself how you manage it. If you’re where I was, the answer is spreadsheets, accounts scattered everywhere, and a few investments with no real purpose behind them.

That changed for me after my first IPO, in a conversation with my friend Marco. He’s the chief investment officer of a single family office worth billions, and talking with him changed how I saw my own money.

Family offices go back much further than you’d guess. The wealthiest families in history have used them to run their money as a business and carry it across generations. But the industry comes in tiers, and one group got left out. If you hold between $1M and $30M, that’s you.

In this video I walk through where you fit, what the job involves, and how I scaled the family office model down into something one household can run.

It isn’t for everyone. By the end, you’ll know whether you’re ready to be the CEO of your family’s wealth.

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.

👋 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, September 27th

Most people think a family office only makes sense once you have $100 million. The right structure makes it work at $1 million.

I spent 10 years studying how the ultra-wealthy manage their money, then built my own family office from scratch. Every family office, whether it manages $50 million or $5 billion, runs on the same 7 components. Same principles, scaled execution.

I break down all 7 and show how each one scales for someone with $1 million to $30 million. You’ll see why most portfolios look like a junk drawer once you map them out, which component people overlook even though it might matter most, and the one piece you can never delegate, no matter how good your team is.

I’ll also share what my own family office costs to run each year, and why that’s the wrong number to focus on.

If you’ve built real wealth but still manage it like a side project, you’ll leave knowing what a family office looks like at your level and how to start running your wealth like a business.

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.

👋 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 19th

What I’d Do Differently With My First $500,000

Between 2013 and 2018 I deployed $530,000 across nine investments while I was still working full time in tech. It worked. That capital paid me real income from the first year, and it became the foundation of the portfolio that now generates around $200,000 a year.

It also took far more work than it needed to.

I’ve put millions to work since then, and I’ve watched which decisions hold up across cycles and which ones only worked once. Standing at that same crossroads today, with the same $500,000 and the same goal, I’d build it a completely different way: fewer investments, fewer operators, and a lot less of my own time.

In this video I walk through the original deployment in detail, what each piece returned, and the five principles I’d follow instead if I were starting tomorrow. The shift that drives all five runs against everything my tech career taught me about what makes something valuable.

If you’re sitting on capital you want to turn into income, this is the framework I wish I’d had in 2013.

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.

👋 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.

👋 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.

👋 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.

👋 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.

👋 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.