Merry Christmas from Managing Tech Millions!

A holiday message for Portfolio CEOs

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

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

Hey Portfolio CEOs,

No frameworks today.

No audits. No action items.

Just a moment to pause.

If you’re reading this on Christmas morning, I hope you’re surrounded by the people who matter most. I hope you’re present with them—not checking email. (Seriously, close this and go be with your family. It’ll be here later.)

This is what it’s all for.

The “enough” number. The purpose work. The portfolio architecture. The systems and frameworks and reviews.

All of it exists to create moments like this one.

A slow morning. Kids excited. Coffee in hand. Nowhere to be. No urgency pulling at you. Just... presence.

That carefree timelessness with the people you love? That’s the point.

So let it all go this week.

Let go of the thinking. Let go of the planning. Let go of the optimizing.

Just be.

Be present. Be unplugged. Be fully with your family.

The portfolio will be there when you get back. The decisions can wait. The frameworks aren’t going anywhere.

This moment—right now—is what you’re building for.

Thank you for reading this year. Thank you for being part of this community. Thank you for trusting me with a few minutes of your week.

Merry Christmas to you and yours.

With gratitude / Christopher

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

This week, I’m walking through the CEO-level decisions I’m making to restructure an $8M portfolio heading into 2026—with less risk, more liquidity, and clearer focus.

• From Growth to Resilience: Why my priority shifted from chasing returns to protecting flexibility

• What I’m Exiting and Doubling Down On: How I’m reallocating capital across private and public income strategies

• The Annual Portfolio Review: The 3-part process I use to guide every major decision

• Simplicity Wins: How consolidating accounts and cutting tools improves real performance

• Future-Proofing Wealth: Why succession and family involvement matter sooner than most people think

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.

• 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:

• Follow me on LinkedIn: Get more insights and real-time updates.

• Tune into the Podcast: Dive deeper into wealth strategies and interviews.

• Get in Touch: Ready for a bigger move? Let’s talk.

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.