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What Portfolio CEOs Look for in Advisors
How to identify advisors with aligned incentives who think broadly and educate deeply
Feb 19
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The Definitive Guide to Micro Family Offices
Jun 19, 2025
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Christopher Nelson
5
143: How to ACTUALLY Start a Micro Family Office in 2026
Jan 27
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My first Legacy Statement was 14 words
Jan 16
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My 2026 Portfolio CEO Review: What I'm Changing, Simplifying, and Building
Jan 2
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Christopher Nelson
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15:20
146: Top 1% Net Worth in 2026? Here's what it takes...
👋 Managing Tech Millions 📈 your go-to source for building wealth with tech equity and managing the money that comes with it.
Feb 17
Too Wealthy for DIY, Too Small for Help
Why $5M felt like too much to manage alone but too little to get real help
Feb 13
6:18
145: Family Bank vs Micro Family Office — Which Do You Need?
👋 Managing Tech Millions 📈 your go-to source for building wealth with tech equity and managing the money that comes with it.
Feb 10
Managing Tech Millions
I write about converting stock wealth into real income, living on your terms, and cutting through the noise of bad financial advice.
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