👋 Managing Tech Millions 📈 your go-to source for building wealth with tech equity and managing the money that comes with it.
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? 📆 August 27th and 28th at 7pm to 9pm (Central US)
There are 70 million millionaires in the world — but only about 30,000 qualify for a single family office with a $100M minimum. That means 99.95% of millionaires are either stuck in the wrong wealth management system or don’t even realize there’s a better way.
Most people think you need a huge fortune and a full-time team to manage wealth like the ultra-rich. But that’s just not true.
A single family office gives full control and privacy, but the $2–$5M annual cost makes it impractical unless you're in the top 0.01%. On the other hand, multi-family offices offer shared resources, but you lose control, customization, and still pay high fees — often hundreds of thousands per year — for cookie-cutter strategies designed for groups, not individuals.
That’s why the micro family office exists — and why it’s the best-kept secret for the 99% of millionaires with $1M to $30M in net worth.
This lean, strategic model allows full control over wealth decisions while leveraging top-tier experts only when needed. No bloated payroll, no compromises, no “one-size-fits-all” plans. You become the CEO of your financial future, using battle-tested systems to manage everything from investments to tax planning to estate strategy — tailored entirely to your goals.
I personally cut over $200,000 in annual wealth management costs by building my own micro family office. Instead of outsourcing control, I built a flexible and scalable framework that adapts to my life, grows with my wealth, and delivers real results — faster and with greater clarity.
The truth is, most millionaires are still using wealth management models built for a world that no longer exists. Today, the best strategy is one that runs like a business: efficient, data-driven, and designed for your unique situation. You don’t need $100M to do it — just the right framework.
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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And whenever you are ready, there three ways I can help you:
Start up-leveling your knowledge - 🎧️ Follow our Podcast
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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.
