Managing Tech Millions

👋 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 freedomWhen? 📆 Wednesday, November 11thAround 2017 and 2018, my Family Office got complicated, and I was buried in it. I was sorting transactions, chasing statements and reconciling accounts late at night. It felt like a second job, and I assumed that was just the price of running my own.It wasn’t. Most people picture a Family Office taking a huge chunk of their year. The better question is what kind of time you’re actually spending, because there are three kinds and most people count them as one.I’ll walk you through the four beats of a well-run Family Office: the weekly check, the monthly review, the quarterly meeting where you steer, and the annual session where you set the year. For each one, I’ll cover what it’s for and roughly how long it takes. Then we’ll add it up.After that, I’ll take apart the other two kinds of time, the ones that make it feel so much bigger. One of them keeps a lot of people stuck for years. I’ll show you how to tell when you’re finally past it.By the end, you’ll know what a well-run Family Office really asks of you each year, and which kind of time is eating yours.This is education, not advice. Let’s keep building.PS...If you're enjoying the content, please consider referring this edition to a friend.And whenever you are ready, there two ways I can help you:* Want weekly videos on managing your millions? Subscribe to our YouTube Channel* Want to architect your own Micro Family Office? Join our next Live WorkshopDisclaimer: 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. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit managingtechmillions.com

👋 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 freedomWhen? 📆 Thursday, November 5thAfter my company went public, 90% of my net worth was sitting in one stock. Then came the lockup. I couldn’t sell a single share, so I just watched. Every day, almost everything my family had moved up and down with one ticker.Most people in that spot start with one question: should I sell? It’s the wrong first question. It pushes you into all or nothing: sell everything, or hold everything and hope. The better question is what you actually want that money to do.In this episode, I’ll walk you through the four steps I used to unwind my position over several years. You’ll learn the two jobs your stock can do and why it’s so hard to see which one it’s doing right now. You’ll set two goals that decide how much you sell and how much you keep on purpose. You’ll see how to keep taxes from running the plan. And you’ll get a selling rhythm you can repeat every quarter without guessing at the price.I’ll also tell you what a private bank told me to do with that stock right after the IPO, and why I didn’t do it.By the end, you’ll know how to think through your own concentrated position, so the stock that got you here doesn’t decide whether you stay here.This is education, not advice. Let’s keep building.PS...If you're enjoying the content, please consider referring this edition to a friend.And whenever you are ready, there two ways I can help you:* Want weekly videos on managing your millions? Subscribe to our YouTube Channel* Want to architect your own Micro Family Office? Join our next Live WorkshopDisclaimer: 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. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit managingtechmillions.com

👋 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 freedomWhen? 📆 Wednesday, October 28thFor years, I asked one question about every investment: will this grow my wealth? Friends brought me public companies. Old coworkers brought me startups. Cold emails showed up with decks attached. I spent evenings and weekends running numbers, and I ended up with a portfolio of yeses that never worked together.Wealthy families ask something different: does this fit what we’re building? That one question lets them say no to almost every investment that crosses their desk, and they don’t feel like they’re missing out.I’ll walk you through the three filters they run before an investment gets a single dollar. One defines what your portfolio is for. One asks whether there’s an open seat. The third turns due diligence upside down, and it’s where Marco, a family office CIO I interviewed, gives the advice I use most.Changing the question gave me back my time and took away a lot of the anxiety. It even saved a few friendships, and I’ll tell you how.By the end, you’ll know which question you reach for first, and which filter would have stopped your last investment.This is education, not advice. Let’s keep building.PS...If you're enjoying the content, please consider referring this edition to a friend.And whenever you are ready, there two ways I can help you:* Want weekly videos on managing your millions? Subscribe to our YouTube Channel* Want to architect your own Micro Family Office? Join our next Live WorkshopDisclaimer: 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. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit managingtechmillions.com

👋 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 freedomWhen? 📆 Wednesday, October 21stIs a Micro Family Office Worth It at $5 Million?When I passed $5 million in net worth, I had a house, private equity investments, a portfolio I was starting to build, and an estate plan that wasn’t finished. I was paying a lot in taxes every year. None of it was working together. I had a portfolio, but I wasn’t the CEO of it.Most people I talk to at this level ask the same question: can I afford a family office? That’s the wrong question. And this was never about firing your financial advisor.I’ll walk you through the three questions I use to decide whether a Micro Family Office is worth it at $5M. One is about the pieces you already have. One is about what happens when the paycheck stops. The third is the one nobody puts on a spreadsheet.I’ll be honest with you, too. For some people the answer is yes. For some it’s “not yet.” And for some it’s a clear no, and I’ll tell you who.By the end, you’ll know which column you’re in, and what your wealth needs from you next.This is education, not advice. Let’s keep building.PS...If you're enjoying the content, please consider referring this edition to a friend.And whenever you are ready, there two ways I can help you:* Want weekly videos on managing your millions? Subscribe to our YouTube Channel* Want to architect your own Micro Family Office? Join our next Live WorkshopDisclaimer: 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. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit managingtechmillions.com

👋 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 freedomWhen? 📆 Wednesday, October 21stAt five million dollars, everyone tells you you’ve won. That you can rest easy. That’s not what it felt like to me.When my company went public in 2012, I had multiple seven figures overnight, almost all of it in one stock. On paper I’d made it. In practice, I’d walked into a new game, and the rules didn’t come printed on the box.At this level, your wealth stops being a number. It becomes a business. And for most people, nobody is running it.I walk through the six rules that change at five million: concentration, taxes, protection, lifestyle, succession, and your kids. For each one, you get a clear test to know whether you’ve handled it. Plus the backyard habit an insurance broker flagged as our single biggest risk.Then there’s a seventh rule. It has nothing to do with money, and it cost me the most. I’ll share what someone close to me said when I was struggling with it. It’s the reason this channel exists.By the end, you’ll know which rule is already your problem, and which one to tackle first.This is education, not advice. Let’s keep building.PS...If you're enjoying the content, please consider referring this edition to a friend.And whenever you are ready, there two ways I can help you:* Want weekly videos on managing your millions? Subscribe to our YouTube Channel* Want to architect your own Micro Family Office? Join our next Live WorkshopDisclaimer: 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. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit managingtechmillions.com

👋 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 freedomWhen? 📆 Saturday, October 10thBuilding wealth is one skill. Managing it across investments, taxes, legal structures, and generations is an entirely different discipline. Yet if your net worth sits between mass-market advice and a traditional family office, the financial industry often leaves you with scattered accounts, generic recommendations, and no real operating system.I know that gap because I lived it. After years of studying how the world’s wealthiest families preserve and compound capital, I built a lean version for my own family: a Micro Family Office. It changed the way I thought about wealth—not as a portfolio to monitor, but as a business to architect, operate, and eventually pass on.The surprising part isn’t that this model works for billionaires. It’s how much of it can be right-sized for first-generation wealth builders without the staff, overhead, or complexity of a traditional family office.In this video, I break down the service desert, the shift happening now, and the framework behind a Micro Family Office. Watch if you’ve outgrown DIY wealth management and want to understand what it takes to become the CEO of your own wealth.This is education, not advice. Let’s keep building.PS...If you're enjoying the content, please consider referring this edition to a friend.And whenever you are ready, there two ways I can help you:* Want weekly videos on managing your millions? Subscribe to our YouTube Channel* Want to architect your own Micro Family Office? Join our next Live WorkshopDisclaimer: 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. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit managingtechmillions.com

👋 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 freedomWhen? 📆 Saturday, October 3rdYou’re great at growing your wealth. You earned the equity, maybe rode an IPO, and watched the number climb. Now ask yourself how you manage it. If you’re where I was, the answer is spreadsheets, accounts scattered everywhere, and a few investments with no real purpose behind them.That changed for me after my first IPO, in a conversation with my friend Marco. He’s the chief investment officer of a single family office worth billions, and talking with him changed how I saw my own money.Family offices go back much further than you’d guess. The wealthiest families in history have used them to run their money as a business and carry it across generations. But the industry comes in tiers, and one group got left out. If you hold between $1M and $30M, that’s you.In this video I walk through where you fit, what the job involves, and how I scaled the family office model down into something one household can run.It isn’t for everyone. By the end, you’ll know whether you’re ready to be the CEO of your family’s wealth.Let’s keep building.This is education, not advice. Let’s keep building.PS...If you're enjoying the content, please consider referring this edition to a friend.And whenever you are ready, there two ways I can help you:* Want weekly videos on managing your millions? Subscribe to our YouTube Channel* Want to architect your own Micro Family Office? Join our next Live WorkshopDisclaimer: 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. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit managingtechmillions.com

👋 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 freedomWhen? 📆 Sunday, September 27thMost people think a family office only makes sense once you have $100 million. The right structure makes it work at $1 million.I spent 10 years studying how the ultra-wealthy manage their money, then built my own family office from scratch. Every family office, whether it manages $50 million or $5 billion, runs on the same 7 components. Same principles, scaled execution.I break down all 7 and show how each one scales for someone with $1 million to $30 million. You’ll see why most portfolios look like a junk drawer once you map them out, which component people overlook even though it might matter most, and the one piece you can never delegate, no matter how good your team is.I’ll also share what my own family office costs to run each year, and why that’s the wrong number to focus on.If you’ve built real wealth but still manage it like a side project, you’ll leave knowing what a family office looks like at your level and how to start running your wealth like a business.This is education, not advice. Let’s keep building.PS...If you're enjoying the content, please consider referring this edition to a friend.And whenever you are ready, there two ways I can help you:* Want weekly videos on managing your millions? Subscribe to our YouTube Channel* Want to architect your own Micro Family Office? Join our next Live WorkshopDisclaimer: 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. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit managingtechmillions.com

👋 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 freedomWhen? 📆 Saturday, September 19thWhat I’d Do Differently With My First $500,000Between 2013 and 2018 I deployed $530,000 across nine investments while I was still working full time in tech. It worked. That capital paid me real income from the first year, and it became the foundation of the portfolio that now generates around $200,000 a year.It also took far more work than it needed to.I’ve put millions to work since then, and I’ve watched which decisions hold up across cycles and which ones only worked once. Standing at that same crossroads today, with the same $500,000 and the same goal, I’d build it a completely different way: fewer investments, fewer operators, and a lot less of my own time.In this video I walk through the original deployment in detail, what each piece returned, and the five principles I’d follow instead if I were starting tomorrow. The shift that drives all five runs against everything my tech career taught me about what makes something valuable.If you’re sitting on capital you want to turn into income, this is the framework I wish I’d had in 2013.This is education, not advice. Let’s keep building.PS...If you're enjoying the content, please consider referring this edition to a friend.And whenever you are ready, there two ways I can help you:* Want weekly videos on managing your millions? Subscribe to our YouTube Channel* Want to architect your own Micro Family Office? Join our next Live WorkshopDisclaimer: 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. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit managingtechmillions.com

👋 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 freedomWhen? 📆 Saturday, September 12thIf you’re sitting on $1 to $30 million, the wealth management industry has left you stranded. You’ve outgrown basic personal finance advice. You’re not rich enough for the family offices built for the ultra-wealthy. So you end up managing millions the way most people manage thousands.I lived in that gap. Former tech CIO, concentrated equity, no playbook. Today I run a $7 million portfolio on a system I call the Micro Family Office, and in this video I walk you through how to build one.The strategic advantages billionaire families have used for decades don’t require a $100 million minimum or millions a year in overhead. They require three phases, and most people skip straight past the first one to go pick investments. That’s why their portfolios never compound the way they should.I break down the whole WealthOps framework: what you architect before you make another investment, what you build, and the quarterly rhythm that runs it once it’s live.I also take on the objection I hear most, that this would take over your life. I answer it with a number.This is education, not advice. Let’s keep building.PS...If you're enjoying the content, please consider referring this edition to a friend.And whenever you are ready, there two ways I can help you:* Want weekly videos on managing your millions? Subscribe to our YouTube Channel* Want to architect your own Micro Family Office? Join our next Live WorkshopDisclaimer: 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. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit managingtechmillions.com