👋 Managing Tech Millions by WealthOps 📈 your go-to source to learn how to architect, build, and run your own Micro Family Office.
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? 📆 Saturday, August 29th
In 2012 I had millions in the bank and no income strategy. Every advisor told me the same thing: 60/40 portfolio, 4% rule, you’re set for life.
Then I went and read the research behind that rule. It comes from a 1994 study, and what it leaves out is the thing that can end a retirement in the first three years.
So I spent the next decade studying how ultra-wealthy families actually pay for their lives. I interviewed Chief Investment Officers at Single Family Offices and took their portfolio structures apart. What I found made me angry. The strategy isn’t complicated. It’s been kept quiet by firms charging you 1% a year to sit in the same cookie-cutter portfolio they sell someone with $500K.
Families with generational wealth follow one rule about their assets, and everything else is built around it. Follow it and a 30% market drop stops being a threat to your retirement.
In this video I walk through the structure I built, what my own numbers looked like the year I walked away at 51, and the four steps I’d take if I were starting from scratch today.
This is education, not advice. Let’s keep building.
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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.
