Your Micro Family Office - A Generational Wealth Business

You’ve built wealth—but are you actually managing it?

👋 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.

Our mission is to demystify equity compensation, investment strategies, and financial independence for tech professionals.

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

• 🏛️ Why tech professionals with $1M+ should build a Micro Family Office (MiFO)

• 🛠️ How to structure your wealth like a business—with strategy, systems, and a team

• 🚀 How starting early unlocks more clarity, freedom, and compounding benefits

Hey Portfolio CEOs,

Welcome back to the Foundation Series!

This series is your gateway to mastering the essentials you’ve been searching for — the mindset, tools, and tactics that the Ultra High Net Worth ($30M+) use to build and manage generational wealth.

If you missed last week’s kickoff, ‘5 Money Secrets of Ultra High Net Worth Individuals,’ be sure to check it out here (LINK)

Over the next 8–10 weeks, I’m handing you the blueprint I wish I had when I started: the step-by-step foundations for thinking like a portfolio CEO and transitioning from a high-income earner to a strategic wealth manager.

After my first IPO in 2012, I thought there would be a clear path for what to do next.

There wasn’t. No playbook. No roadmap. Just a lot of scattered advice and trial-and-error learning. I spent years building the system I needed — through late nights, hard lessons, and real-world experience.

Now, you don’t have to.

I'm handing you the frameworks, strategies, and playbook I wish someone had given me, so you can accelerate your journey, avoid the costly mistakes, and start building real wealth with confidence..

Let's build your foundation right — so you can shift from simply making money to managing and multiplying it like the elite do.

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 is another of the foundation series:

• What is a Family Office? Understanding how high-net-worth individuals manage and grow wealth.

• The 3 Levels of Family Offices: Single, Multi, and Micro—and why most tech professionals fit the Micro model

• Why Wealth Managers Fail High Earners: The “Service Desert” no one tells you about

• The WealthOps Framework: How to systematize your financial operations for growth and freedom

• Owning the CEO Role: How to build your team, set your strategy, and manage your wealth intentionally

What is a Micro Family Office (MiFO)?

And Why Every Tech Pro with $ 1 M+ Should Consider Building One

You’ve worked hard.

You’ve crushed it in your tech career

You’ve hit and exceeded that coveted 7-figure milestone and blown past it.

But now what?

Managing your wealth shouldn’t feel overwhelming—or a guessing game.

Your wealth should be the main business that you were meant to run just like a lean tech company that is built to scale.

That’s where the concept of a Micro Family Office (MiFO), comes in.

Let’s break it down.

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A Micro Family Office is a lean, streamlined version of what ultra-wealthy families ($30M+) have used for decades—a private, centralized structure for managing wealth as a generational family business, from investments to taxes to estate planning.

But here’s the kicker: you don’t need $30M to build one.

A Micro Family Office is a leaner, more efficient model tailored for high-earning individuals like you, especially tech professionals with $1M to $30M in assets.

It creates strategy, structure, and systems around your wealth so that it runs like a business, not a side hustle.

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Why do I feel like Nothing Fits

After a significant equity event or years of stockpiling RSUs, you finally decide to hire a wealth manager. You are excited to engage in a conversation to discuss private equity, real estate, and venture capital.

You are disappointed when you hear them discuss only a growth portfolio with mutual funds (high-priced and inefficient index funds) and think.

Is this different than what I do for myself? What am I paying for?

You do the research and realize that people with a lot more money than you have a family office and you are unclear what that means.

Why Tech Professionals Need One (Even at $1M+)

You’ve probably been told to “just talk to a financial advisor.”

But if you’re sitting on a mix of equity comp and a stock portfolio, and want to invest in private equity and real estate, then you’ve already outgrown cookie-cutter advice.

Maybe haven't ventured into private equity yet, but this is where you want to go, then you need a micro family office to scale.

The truth?

Your portfolio is more complex than most advisors are built to handle. They are built to manage the wealth of individuals with less than $1 million or those seeking a drawdown portfolio.

A Micro Family Office helps you:

• Replace your paycheck with consistent, diversified income

• Protect your assets through entity structures and a legal team.

• Optimize your equity comp with precision, not panic

• Make decisions faster and with more confidence—because you’ve got a strategy and a team, not a spreadsheet jungle

• Build a legacy, along with a lifestyle

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What It Looks Like in Practice (Even with a Full Calendar)

Inside the WealthOps Collective, we show you how to architect, build, and run your Micro Family Office without stepping away from your career.

You’ll move forward using proven frameworks that are designed for busy tech leaders who don’t have time to figure it all out from scratch.

Here’s what it looks like in action:

• Mission, Vision, and Values: Just like any great company, you’ll define your mission and vision so your wealth plan stays aligned with your biggest goals, not just short-term wins.

• Holding Company Structure: You’ll set up a clean, protected financial headquarters that’s built for cash flow, asset protection, and tax efficiency — using templates that make the process simple and fast.

• Clear Org Chart: You’ll map out your financial “dream team” — from your CPA to your estate attorney — so you aren’t stuck being the CFO, COO, and janitor of your own portfolio.

• Repeatable Systems: Instead of managing wealth on gut feeling or scattered notes, you’ll install simple, repeatable rhythms for investment reviews, cash management, and quarterly planning.

• Decision-Making Frameworks: When it’s time to make a move, you won’t be guessing. You’ll have a clear portfolio thesis, a decision model, and real data to guide you.

With WealthOps, you don’t need a second full-time job to manage your wealth like a pro.

You just need the right system — and the right cadence — to make it happen while you keep crushing it at work.

Building a Micro Family Office isn’t about status—it’s about strategy. It’s about finally having a system that works for the life you’re building.

And yes, you can do it with $1M.

In fact, if you don’t start putting systems in place now, you’ll hit $5M or $10M and still feel like you’re flying blind.

The earlier you act, the more clarity, confidence, and compounding benefits you unlock.

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 Legacy Statement & 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.

Ready to stop managing your money like a hobby—and start running it like a business?

Welcome to the era of the Portfolio CEO. Your Micro Family Office Starts Here!

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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.