👋 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 one session, you’ll:
Clarify your long-term vision
Define your next best investment move
Build the system that turns wealth into freedom
When? 📆 January 7th at 7pm to 9pm (Central US)
For more than 1,400 years, the world’s wealthiest families have used a structured system to preserve, protect, and grow their wealth across generations. From the major-domos of the 6th century to the Rockefellers in the 1880s to the more than 10,000 family offices operating today, this model has quietly powered the longest-lasting fortunes on earth.
But here’s what almost nobody talks about:
If your net worth is between $1 million and $30 million, you’ve been completely locked out of this proven system. You’re too sophisticated for generic personal finance advice, yet not large enough for a traditional family office with multimillion-dollar annual operating costs.
This episode breaks down why a Micro Family Office fills that gap—and why this moment in history makes it essential. With $124 trillion set to transfer across generations in the next two decades, and millions of new millionaires being created through tech equity and liquidity events, the need for structured wealth management has never been greater.
Here’s what you’ll learn:
The “financial services desert” that exists for people with $1M–$30M
How family offices evolved from medieval stewards to modern wealth engines
Why traditional advisors give the same advice to a $100K client and a $10M client
The three wealth management structures—and the limitations of each
What a Micro Family Office actually is and how it operates
The four phases of the WealthOps Framework: Architect, Build, Run, and Succession
How to build a lean, efficient wealth management system using fractional experts
What it really costs to run a Micro Family Office
I will show you how to take control of your wealth, reduce complexity, and build a system that supports both your lifestyle and your legacy. You don’t need $100 million to think like a family office—you just need the right structure, strategy, and operational cadence.
If you’re ready to understand how sophisticated wealth is actually managed—and how to apply those principles at your scale—this video is your starting point.
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
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
Get our detailed How To Videos- 📺️ Subscribe to our Channel
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.
