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What Portfolio CEOs Look for in Advisors
How to identify advisors with aligned incentives who think broadly and educate deeply
Feb 19
Too Wealthy for DIY, Too Small for Help
Why $5M felt like too much to manage alone but too little to get real help
Feb 13
What a Running Micro Family Office Actually Looks Like
See what each of the 7 MiFO Components looks like when they're operational—not just documented
Feb 6
2
Are You Running a Portfolio or a Business? (The Self-Assessment)
Score yourself on the 7 MiFO Components and identify exactly where to start
Jan 30
2
Why I Built My Own Family Office
The moment I realized traditional advice wasn't going to cut it
Jan 23
My first Legacy Statement was 14 words
How to give your wealth a purpose—starting with one sentence
Jan 16
5
2
Why most people won't follow through (and how to be different)
How to set yourself up to actually build your Micro Family Office in 2026
Jan 9
1
My 2026 Portfolio CEO Review: What I'm Changing, Simplifying, and Building
Inside my $8M portfolio review for 2026
Jan 2
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Christopher Nelson
3
Merry Christmas from Managing Tech Millions!
A holiday message for Portfolio CEOs
Dec 25, 2025
1
Architect Your Portfolio: The Three Categories That Shape Your Wealth
Every dollar needs a job. Here's how to assign one.
Dec 19, 2025
The Gratitude Audit: What Your Portfolio Actually Reveals
A year-end exercise to see if your money matches your mission
Dec 12, 2025
The Purpose Problem: Why Your Portfolio Needs a Mission Beyond Returns
Your Money Needs a Job Bigger Than You
Dec 5, 2025
2
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