How to Transition from Money Maker to Money Manager—Without Quitting Your Day Job
You don’t need a finance degree. You need a system.
👋 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:
🚫 How to eliminate decision paralysis with a clear, step-by-step wealth system
📉 To save time using ready-made tools to launch your Micro Family Office
🛡️ How to apply your business-building skills directly to managing your wealth
Hey Portfolio CEOs,
The Foundation Series Continues
Over the next 8–10 weeks, I’m rolling out the foundational financial fundamentals every Micro Family Office CEO needs to build and run their wealth like a business.
If you missed the first two editions, check them out here 👇🏼
- The 5 Mindsets of the Ultra Wealthy You Need to Adopt
- Your Micro Family Office a Generational Wealth Business
When I first got serious about building wealth, I was hungry for real guidance—something beyond the vague advice and financial fluff.
I didn’t want just another generic opinion. I wanted a clear roadmap, taught by someone who had actually walked the path.
So I built what didn’t exist:
A straight-talking, experience-backed education for high-earning tech professionals who are ready to stop winging it and start building their financial legacy.
This is that education.
If you want to build wealth with clarity, confidence, and control—this series is for you.
Because here’s the truth:
The best Micro Family Office CEOs are constant learners.
They treat learning like leadership—ongoing, intentional, and foundational.
So let’s keep building. Together.
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 you’ve built between $1M–$30M in tech wealth, you might be stuck between scattered advice and solutions that weren’t built for you. In this episode, I explained why the Micro Family Office is the smartest move to bring clarity, structure, and long-term control to your financial life.
Build a system that puts you in control—not reacting to markets or advisors
Align your financial team around a single, unified strategy
Use tax-efficient structures to protect and grow your wealth
Automate complexity with tech tools and proven frameworks
Turn your wealth into a vehicle for legacy, impact, and long-term vision
How WealthOps Accelerates the Launch of Your Micro Family Office
From Exhausted to Empowered
Managing my mid-7-figure portfolio felt like a never-ending sprint. I was constantly chasing down to-dos and second-guessing decisions:
What’s the best way to handle my tech equity?
Am I being tax-efficient or leaving money on the table?
Is my accounting up to date?
What should I invest in next?
…And the big one—Am I screwing this whole thing up?
I wasn’t just overwhelmed. I was afraid I’d be the guy who built it all… and lost it.
That all changed when I started studying how the ultra-wealthy run their finances.
I asked myself, “What would this look like if I ran it like a business?” And that question became the catalyst for building my Micro Family Office—and ultimately creating WealthOps.
Here’s how WealthOps now accelerates this process for others like me.
1. Structured, Step-by-Step Process That Removes the Guesswork
WealthOps is a complete operating system for building your Micro Family Office—starting with a clear business vision and then walking you through every critical step.
It’s intuitive, it’s actionable, and it’s designed to eliminate decision paralysis. Whether you're stuck in "All Vision, No Plan" or unsure what move to make next, WealthOps acts as your GPS—turning your complex financial life into a clear and confident path forward. With this structure, you’ll always know your next step.
No more wondering what to do next. No more decision paralysis.
With the systematic structure of WealthOps, you always know your next step—so you don’t waste time being stuck.
2. Templates, Tools & Systems—All Ready to Plug and Play
Why build from scratch when you can plug into a proven playbook?
WealthOps distills the essentials of a Single Family Office into lean, repeatable systems—from setting up a holding company to managing reporting, accounting, and investing. These aren't just ideas—they're ready-to-run processes that save you time, reduce complexity, and help you avoid expensive mistakes.
You get to skip the trial and error and start with what works—right out of the box.
You Know You’re Missing Opportunities—but You’re Stuck You can feel the friction. You just don’t know what to change or where to begin. Without a plan, you don’t want to make the wrong move.
WealthOps saves you massive time by showing you all the parts of your business you need to stand up—and exactly what order to do it in.
3. Built on What You Already Know as a Tech Professional
WealthOps speaks your language. It uses the mindset and structure of product development and business building.
If you can ship code or scale a team, you can absolutely build your Micro Family Office.
It translates "finance speak" into intuitive business logic:
You hire employees → You hire financial partners.
You run quarterly planning → You set quarterly wealth goals.
You create company culture → You create family values and a legacy plan.
This is the secret sauce—bridging what feels complex with what’s already second nature.
By using language and frameworks you already know, WealthOps drastically reduces your time to understanding—and speeds up execution.
You Don’t Need a $100M Fortune to Run Like One
The Micro Family Office model isn't about size—it's about systems. WealthOps condenses the best of institutional wealth management into a model you can run while still crushing your day job.
If you’re sitting on equity, building private investments, or just tired of being reactive with your money—WealthOps helps you become the CEO of your portfolio.
It gives you the structure of a business, the clarity of a roadmap, and the speed of a proven system.
So you can finally stop winging it—and start operating your wealth with confidence.
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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And whenever you are ready, there three ways I can help you:
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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.