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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 28th

Apply For The Next Workshop

For years, I asked one question about every investment: will this grow my wealth? Friends brought me public companies. Old coworkers brought me startups. Cold emails showed up with decks attached. I spent evenings and weekends running numbers, and I ended up with a portfolio of yeses that never worked together.

Wealthy families ask something different: does this fit what we’re building? That one question lets them say no to almost every investment that crosses their desk, and they don’t feel like they’re missing out.

I’ll walk you through the three filters they run before an investment gets a single dollar. One defines what your portfolio is for. One asks whether there’s an open seat. The third turns due diligence upside down, and it’s where Marco, a family office CIO I interviewed, gives the advice I use most.

Changing the question gave me back my time and took away a lot of the anxiety. It even saved a few friendships, and I’ll tell you how.

By the end, you’ll know which question you reach for first, and which filter would have stopped your last investment.

This is education, not advice. Let’s keep building.

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PS...If you're enjoying the content, please consider referring this edition to a friend.

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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.

Subscribe now

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

Apply For The Next Workshop

Is a Micro Family Office Worth It at $5 Million?

When I passed $5 million in net worth, I had a house, private equity investments, a portfolio I was starting to build, and an estate plan that wasn’t finished. I was paying a lot in taxes every year. None of it was working together. I had a portfolio, but I wasn’t the CEO of it.

Most people I talk to at this level ask the same question: can I afford a family office? That’s the wrong question. And this was never about firing your financial advisor.

I’ll walk you through the three questions I use to decide whether a Micro Family Office is worth it at $5M. One is about the pieces you already have. One is about what happens when the paycheck stops. The third is the one nobody puts on a spreadsheet.

I’ll be honest with you, too. For some people the answer is yes. For some it’s “not yet.” And for some it’s a clear no, and I’ll tell you who.

By the end, you’ll know which column you’re in, and what your wealth needs from you next.

This is education, not advice. Let’s keep building.

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PS...If you're enjoying the content, please consider referring this edition to a friend.

Share

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.

Subscribe now

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

Apply For The Next Workshop

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.

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PS...If you're enjoying the content, please consider referring this edition to a friend.

Share

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.

Subscribe now

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

Apply For The Next Workshop

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.

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PS...If you're enjoying the content, please consider referring this edition to a friend.

Share

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.

Subscribe now

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

Apply For The Next Workshop

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.

Subscribe on YouTube

PS...If you're enjoying the content, please consider referring this edition to a friend.

Share

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.

Subscribe now

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

Apply For The Next Workshop

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.

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PS...If you're enjoying the content, please consider referring this edition to a friend.

Share

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.

Subscribe now

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

Apply For The Next Workshop

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.

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PS...If you're enjoying the content, please consider referring this edition to a friend.

Share

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.

Subscribe now

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

Apply For The Next Workshop

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.

Subscribe on YouTube

PS...If you're enjoying the content, please consider referring this edition to a friend.

Share

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.

Subscribe now

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

Apply For The Next Workshop

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.

Subscribe on YouTube

PS...If you're enjoying the content, please consider referring this edition to a friend.

Share

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.

Subscribe now

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

Apply For The Next Workshop

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.

Subscribe on YouTube

PS...If you're enjoying the content, please consider referring this edition to a friend.

Share

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.

Subscribe now

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

Apply For The Next Workshop

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.

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PS...If you're enjoying the content, please consider referring this edition to a friend.

Share

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.

Subscribe now

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

Apply For The Next Workshop

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.

Subscribe on YouTube

PS...If you're enjoying the content, please consider referring this edition to a friend.

Share

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.

Subscribe now

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

Apply For The Next Workshop

Most first-generation wealth doesn’t survive the handoff. The investments were usually fine. The problem is that everything holding it together lives in your head. The strategy, the reasoning, the relationships, the plan for what happens next.

In tech we call that a single point of failure. Right now, that’s you.

The Rockefellers solved this in 1882, and their family office still runs 140 years later. Their heirs got more than assets. They got the thing that keeps wealth alive after the person who built it is gone.

In this video I walk through the three shifts that turn a portfolio into something your family can actually run without you. One of them is the shift almost everyone gets backwards. I’ll also share a moment from my own family, on a service trip to a small town in the Dominican Republic, where it landed for me.

If your kids are still young, or you’re too busy building to think about succession, this is the one to watch.

This is education, not advice. Let’s keep building.

Subscribe on YouTube

PS...If you're enjoying the content, please consider referring this edition to a friend.

Share

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.

Subscribe now

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

Apply For The Next Workshop

The moment your wealth becomes worth protecting is the exact moment the financial industry stops serving you. Too complex for retail advice. Too small for the family office built for hundred-million-dollar fortunes. Welcome to the service desert—where defending everything you’ve built falls to one person. You.

And here’s what nobody warns you about: your wealth isn’t facing one threat. It’s facing four, all at once. The market that built it. The world that can sue you for it. The IRS that quietly drains it every single year. And time itself, which decides whether any of it outlasts you. Most people at your level defend against one, maybe two—and leave the other doors wide open.

You don’t need to be a financial genius to close all four. You need to execute on four specific tasks. The exact four I focused on first when protecting my own $8M portfolio.

I’ll walk you through each one—and show you why they’re not independent. Done right, each defense reinforces the others, until your wealth stops being a pile you anxiously guard and becomes a business that defends itself.

This is education, not advice. Let’s keep building.

Subscribe on YouTube

PS...If you're enjoying the content, please consider referring this edition to a friend.

Share

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.

Subscribe now

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 26th

Apply For The Next Workshop

Most retirement advice tells you to survive market swings with more diversification, more bonds, more cash on the sidelines. I’m going to show you why that entire premise is backwards.

Here’s the uncomfortable truth: a 20% drop doesn’t hurt you. Being forced to sell into that drop does. And the traditional retirement model all but guarantees that moment arrives. There’s even a name for it in the research, and two retirees with the identical average return can have wildly different outcomes based on nothing but timing.

In this video, I put two models side by side using a real $3 million portfolio. One is the drawdown plan your advisor recommends. The other is the evergreen structure the ultra-wealthy actually build. Same income. Completely different outcome. And when I show you what the wealthiest families keep in the public markets, it’s going to surprise you.

If you have $1M–$30M and you’re serious about income that ignores the market’s mood, watch to the end.

This is education, not advice. Let’s keep building.

Subscribe on YouTube

PS...If you're enjoying the content, please consider referring this edition to a friend.

Share

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.

Subscribe now

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 26th

Apply For The Next Workshop

The Micro Family Office: How the 1% Actually Run Their Wealth

If you have between one and thirty million dollars, you’ve probably done what almost everyone does: handed it to an advisor, paid the fee, and hoped the money outlasts you. That’s the 99%. And it’s not your fault—no one ever handed you the playbook.

The ultra-wealthy don’t hope. For over a century they’ve used a specific structure to run their wealth like a business built to outlast them. Not a better stock pick. Not a better advisor. A better structure.

I’m Christopher Nelson. I left a tech career, built my own Micro Family Office, and learned the hard way that the entire financial industry is built to take your assets under management—not to teach you this. So I reverse-engineered what the big family offices do and scaled it down.

In this video I’ll walk you through the four phases and the seven components that turn a pile of investments into a wealth business you actually control. Watch this before you hand another dollar to anyone.

This is education, not advice. Let’s keep building.

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PS...If you're enjoying the content, please consider referring this edition to a friend.

Share

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.

Subscribe now

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

Apply For The Next Workshop

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.

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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.

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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

Apply For The Next Workshop

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.

Subscribe on YouTube

PS...If you're enjoying the content, please consider referring this edition to a friend.

Share

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.

Subscribe now

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⁣⁣

Apply For The Next Workshop

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.

Subscribe on YouTube

PS...If you're enjoying the content, please consider referring this edition to a friend.

Share

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.

Subscribe now

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⁣⁣

Apply For The Next Workshop

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.

Subscribe on YouTube

PS...If you're enjoying the content, please consider referring this edition to a friend.

Share

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.