👋 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 25th at 7pm to 9pm (Central US)
If you’ve been researching how wealthy families manage money, you’ve probably come across two terms over and over again: the Family Bank (also known as Infinite Banking) and the Micro Family Office.
Most people assume they’re basically the same thing.
They’re not.
In this video, I break down the real difference between these two approaches—and why confusing them often leads high-net-worth professionals to buy financial products when what they actually need is infrastructure.
You’ll learn why one is simply a tool, while the other is a full operating system for managing wealth.
What you’ll learn in this episode:
• What the Family Bank really is, how it works, and when it actually makes sense
• Why Infinite Banking is a product strategy, not a wealth management system
• What a Micro Family Office really looks like behind the scenes
• The 7 core components that wealthy families use to run their money like a business
• How financial products should fit inside a system—not replace one
• Why first-generation wealth builders get stuck stacking tools without a blueprint
The key takeaway:
Wealthy families don’t just buy products.
They build systems.
Then they place the right tools inside those systems so their wealth continues to operate—even if they’re no longer around to manage it.
You might need a Family Bank.
You might need a Micro Family Office.
You might eventually need both.
But the order matters.
Foundation first. Tools second.
If you have between $1M and $30M in net worth and want to stop buying disconnected products—and start building real wealth infrastructure—this video will help you see exactly where to start.
Watch the full breakdown and decide which approach actually fits your situation.
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.
