A Family Alignment Hack You Won’t Learn From Your Advisor

But will save you 20+ years of regret and resentment

👋 Managing Tech Millions 📈 your go-to source for building wealth with tech equity and managing the money that comes with it.

Every Tuesday, we'll deliver a concise and powerful lesson on building wealth working for equity compensation or on managing your seven and eight-figure portfolio.

Today, in 5 minutes or less, you’ll learn:

• 🔑 Why your wealth needs more than numbers—it needs meaning

• 💬 How open family conversations build shared purpose

• 🏡 How to design a life and legacy you actually enjoy living today

Hey Portfolio CEOs,

Watching financial news right now isn't good for anyone's mental health.

Let me tell you something I wish I knew when I was grinding in tech, flying around the country, living out of hotel rooms, and convincing myself I had it all figured out.

I didn’t.

I had money. I had momentum. But I didn’t have purpose.

That clarity didn’t come until my life changed—hard. My dad got sick. I met Regine. We started a family. I stopped chasing frequent flyer miles and started craving freedom. That’s when everything shifted.

That’s when I realized:

If your wealth doesn’t have a purpose, it’s just a pile of assets.

But when it has a purpose—it becomes a tool for something greater.

And that’s where the Legacy Statement comes in.

Managing Tech Millions is a Weekly Podcast that gives you deep dive conversations into building and growing wealth with myself and other industry experts.

If managing your money feels messy or overwhelming, this episode breaks it down into clear, actionable steps to build your Micro Family Office like a pro.

After listening, you’ll know how to:

• Define a clear vision that drives every financial decision

• Build a team and structure that actually works for you

• Craft an investment thesis that keeps you focused

• Find and fix gaps in your financial team

• Stop guessing and start leading your wealth like a true CEO

Your Wealth Needs a “Why”

We call it a legacy statement, but don’t let that word throw you.

It’s not a eulogy.

It’s not your final letter to your kids.

It’s your culture doc.

It’s the anchor that connects your wealth to your life. It’s how you make your money personal, directional, and meaningful—not just profitable.

In fact, it’s the first thing we build inside WealthOps.

Because if you skip this step?

You might still make moves. But they won’t add up to a strategy.

Without your “why,” you won’t know:

• What you’re building toward

• What you should (or shouldn’t) invest in

• Or how to even measure success

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1. Make it Iterative

It’s not a one-and-done document.

My first legacy statement?

Simple.

“I want to be present for my boys as they grow into men.”

That was it.

That one line clarified everything else. From there, I built a plan to replace my paycheck, buy back my time, and eventually grow our Micro Family Office into a freedom engine.

Over time, that statement evolved—just like any good product. New use cases, new customers (hello, second child), new objectives. We revise it annually, just like a product roadmap.

Think of your legacy statement like your V1 MVP. Just ship it. You’ll iterate later.

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2. Involve Your Family

It’s a generational roadmap, not a solo mission.

You know what slows a business down?

Misalignment.

And the same is true for your family. Alignment removes friction.

When I first started working through this process, I brought Regine into every meeting—whether she wanted to be there or not.

We’re married. That means we’re partners in this whole thing. And this legacy? It belongs to both of us.

Whether your partner is all-in on the financial details or not, involving them in the strategy creates alignment. It gives them a voice in what you're building together. And that clarity builds confidence—on both sides.

We’re not just talking about wealth. We’re talking about purpose, time, values, and what kind of future you’re designing for your kids.

Whether you’re a startup or a family, people move faster and with more confidence when they’re rowing in the same direction.

You’re not just building your future—you’re building yours together.

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3. Infuse It with Joy

It’s not a eulogy—it’s a company culture doc.

Think about the best companies you’ve worked at.

Chances are they had a vibe—a way of doing things that made you want to stay.

That’s what your legacy statement should do. It sets the tone for your Micro Family Office culture.

For us? We baked in family parties, travel, and presence. We’re building a business we actually want to run and pass on.

This isn’t a farewell letter—it’s a culture doc.

One you get to live inside of, starting today.

Don’t Build Blind

Here’s the truth:

The tech execs I work with all feel this internal tug.

They’ve made the money. They’re supporting their families. But they don’t know what’s next.

They’re stuck in the Money Maker Mindset… and they know it’s time to shift.

If that’s you—you’re not alone.

And you don’t have to figure it out solo.

Think of your Legacy Statement as your first sprint in the Architecture Phase—the equivalent of writing a company's product vision. It sets the tone, defines success, and brings clarity to everything that follows.

From there, you move into your Investment Thesis—where purpose becomes strategy, and capital finally has direction. This isn’t fluff. It’s the business plan for your wealth.

And without it?

You’re not leading your Micro Family Office—you’re reacting to it.

But once you have it in place, everything clicks:

• You make smarter, faster investment decisions

• You get buy-in from your partner

• You run your portfolio with the same clarity you bring to your career

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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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.