Archive - Managing Tech Millions

What Portfolio CEOs Look for in Advisors

How to identify advisors with aligned incentives who think broadly and educate deeply

Feb 19

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

15:20

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

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

6:18

What a Running Micro Family Office Actually Looks Like

See what each of the 7 MiFO Components looks like when they're operational—not just documented

Feb 6

144: Have $1M-$30M? Here’s How To Retire in 12 Months

(No Matter Your Age)

Feb 3

17:33

January 2026

Are You Running a Portfolio or a Business? (The Self-Assessment)

Score yourself on the 7 MiFO Components and identify exactly where to start

Jan 30

143: How to ACTUALLY Start a Micro Family Office in 2026

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

Jan 27

15:46

Why I Built My Own Family Office

The moment I realized traditional advice wasn't going to cut it

Jan 23

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.

Jan 20

12:27

My first Legacy Statement was 14 words

How to give your wealth a purpose—starting with one sentence

Jan 16

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.

Jan 13

11:16

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