Rethinking Wealth Management for High Net Worth Individuals

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

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

When? 📆 August 27th and 28th at 7pm to 9pm (Central US)

What if you could generate over $250,000 in annual income from a $3 million portfolio — without selling assets and paying less than $10,000 in taxes?

That’s exactly what I’ve structured through the Evergreen Income Framework, designed for people who feel stuck in the middle: too wealthy for typical advisors, but not quite large enough for traditional family offices. If you’re sitting on $1 million to $30 million in assets, you’ve likely felt this gap.

Most financial advice follows the outdated growth and drawdown model — work for decades, invest in index funds, then start selling pieces of your portfolio to fund retirement. The problem? You expose yourself to inflation, market volatility, and eventually asset depletion.

Instead, I focus on asset operation, not accumulation. The Evergreen model targets income-producing investments:

* Private equity real estate like commercial buildings, self-storage, and mobile home parks

* Private credit offering monthly cash flow

* Energy infrastructure with special tax advantages

These assets generate strong cash-on-cash returns, typically in the 8–12% range. Combined with smart tax strategies — such as depreciation and depletion allowances — it’s possible to reduce your effective tax rate to as low as 3–5%.

I also walk through risk management, diversification across geography and asset types, and maintaining liquidity buffers for both safety and opportunity. With a clear operational cadence, including quarterly income reviews and annual rebalancing, the goal is to create a system that generates predictable income and long-term wealth.

This is exactly how ultra-wealthy families operate. The difference isn’t just the assets — it’s the system. They build family offices to manage investments, taxes, risk, and estate planning as one unified platform. But until now, those tools were only accessible to those with $50M+.

That’s why I created the Micro Family Office framework — bringing the same structure to professionals managing between $1M and $30M.

This includes:

* Investment architecture to access private markets

* A tax engine that integrates with your estate planning

* Operational infrastructure for performance tracking and decision-making

* A continuous improvement loop with quarterly reviews and market updates

If you’ve built a career mastering complex systems, this approach makes sense: treat your wealth like a business, with reliable income, strong risk management, and a structure that can be passed on for generations.

You’re not just creating a portfolio — you’re building a financial engine designed to grow, compound, and operate independently of public market swings.

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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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.

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