👋 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? 📆 February 4th at 7pm to 9pm (Central US)
In 2025, 1,000 new millionaires were created every single day in the US. But here’s the problem—the moment you cross that threshold, you enter what I call the financial service desert. You’re too wealthy for cookie-cutter financial advisors, but you don’t have the $100 million minimum to access a traditional single family office.
The result? Highly successful individuals get stuck in analysis paralysis or make bad investment decisions, which can lead to million-dollar mistakes.
I’ve been there. In 2012, I made my first million and soon realized that the traditional wealth management options were not serving my needs. After talking to several wealth advisors, I realized no one had my best interests in mind. So, I studied how the ultra-wealthy manage their money through family offices—and built what I now call a Micro Family Office.
Today, my portfolio generates over $200,000 annually in cash flow, while still growing, and I’ve been able to retire at 51 and focus on what truly matters to me: my family and health.
In this episode, I’m breaking down the four-phase process I used to build my own Micro Family Office in 2026. These are the same steps you can use to manage your wealth like the business it truly is.
Phase 1: Architect
Before you start building your system, you need to have a clear strategy. In the Architect phase, you define the foundation of your wealth management.
Phase 2: Build
In the Build phase, you transform your strategy into actual infrastructure:
Legal Structure.
Building Your Team.
Systems and Technology.
Phase 3: Run
Once you’ve laid the foundation in Architect and Build, the Run phase is where your Micro Family Office becomes operational. The beauty of this phase is that if you did the previous phases correctly, running your family office will only take about 5 to 10 hours per week.
Phase 4: Succession
This phase sets apart good wealth management from true generational wealth. The ultra-wealthy don’t just think about their own wealth—they plan for future generations. This means three key things:
Comprehensive Estate Plan.
Teaching the Next Generation.
Document Everything.
What Does a Functioning Micro Family Office Look Like?
A properly functioning Micro Family Office includes:
A clear strategy aligned with your life goals.
A diversified portfolio that generates consistent income—no more chasing paper gains.
A team of experts who report to YOU, not the other way around.
Systems that run smoothly without consuming your life.
Confidence in your decisions and knowing that your wealth is protected and will grow across generations.
It’s about shifting your mindset from managing your wealth like a side hustle to running it like a business.
Common Mistakes
Here are the six biggest mistakes people make when building their Micro Family Office:
Overconcentration in one stock.
No framework—winging it with scattered investments.
Wrong advisors—not having the right specialists in place.
Treating taxes as an annual event instead of year-round strategic planning.
Poor investment sizing—don’t put too much of your portfolio into one deal.
Managing millions like a savings account—shift from a drawdown to an evergreen portfolio.
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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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.
