Managing Tech Millions

Episode 105: 5 Advantages of Starting Your Own Micro Family OfficeDiscover how to future-proof your finances, build generational impact, and take full control with our Free Master Class - The WealthOps Way!🎧 If you’ve built $1M–$30M in tech wealth, you’re likely stuck in a financial gray zone: too complex for a single advisor, but not quite ready for a $100M family office. In this essential episode, Christopher Nelson breaks down the five key advantages of a Micro Family Office—and why it’s the most strategic move you can make.Stop reacting to market noise and scattered advice. Start building a financial system that runs with purpose, clarity, and control.This episode will show you how to move beyond traditional wealth management and take command as the CEO of your financial life.Highlights:* Control and Coordination: Why owning your financial architecture changes everything* Strategic Planning: How a Micro Family Office creates space for long-term thinking* Tax Efficiency: Smarter structures for smarter outcomes* Customization: Building your wealth operation around your goals, not Wall Street’sLegacy and Impact: How the right system empowers you to give, grow, and govern with purposeActionable Insights:* How a Family Office mindset creates clarity in decision-making* Ways to align your financial team and advisors around your vision* Why most high-earning professionals are under-leveraged financially—and how to fix it* A system for simplifying complexity and reclaiming time and energy* The role of tech tools in automating your wealth operationsEpisode Timeline:* [00:00:00] Introduction: Why the Micro Family Office model is the missing link for tech wealth* [00:02:15] The Hidden Chaos of Scattered Advice and DIY Management* [00:06:30] Advantage #1: Centralized Control = Empowered Decision Making* [00:11:10] Advantage #2: Integrated Strategy for Real Growth* [00:16:45] Advantage #3: Tax Optimization Through Better Structures* [00:23:00] Advantage #4: A Tailored System that Grows with You* [00:29:40] Advantage #5: Built-In Legacy Planning for Generational Impact* [00:35:00] How to Know if You’re Ready for a Micro Family Office* [00:42:00] Final Thoughts: Step Into the CEO Role and Lead with ConfidenceJoin me for this second episode in the Foundations Series—and learn how the Micro Family Office model unlocks the freedom, clarity, and confidence you’ve been searching for. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit managingtechmillions.com

Episode 104: The Micro Family Office Strategy to Run Your Portfolio as a BusinessDiscover how to future-proof your finances, build generational impact, and take full control with our Free Master Class - The WealthOps Way!🎧 If you’ve built $1M–$30M in tech wealth, you’ve outgrown traditional financial advice. In this critical episode, Christopher Nelson introduces the Micro Family Office model: a proven, scalable system to run your wealth like a business.Learn how the ultra-wealthy structure their financial operations—and how you can adopt a similar model (even without $100M in assets). This is your blueprint to transition from scattered accounts and reactive investing to a focused, purpose-driven financial enterprise. If you're serious about scaling, protecting, and eventually passing on your wealth, this episode is your next step forward.Join us for a deep dive into the Micro Family Office model and discover how you can be the CEO of your wealth—not just another passive investor.Highlights:What a Family Office Actually Is (and why it’s not just for billionaires)The 3 Levels of Family Offices: Single, Multi, and Micro—and why most tech professionals fit the Micro modelWhy Wealth Managers Fail High Earners: The “Service Desert” no one tells you aboutThe WealthOps Framework: How to systematize your financial operations for growth and freedomOwning the CEO Role: How to build your team, set your strategy, and manage your wealth intentionallyActionable Insights:How to define your family's wealth mission and legacyThe simple business model to manage $1M–$30M in assets without full-time staffWhy Wealth Managers may not have your best interest at heart—and how to build your own team of specialistsHow to structure your investments, philanthropy, and legacy planning for maximum impactHow to leverage technology to scale your family office operations efficientlyEpisode Timeline:[00:00:00] Introduction: Why you need a Micro Family Office if you have $1M–$30M[00:01:22] The Origins of Family Offices—and why they still matter[00:04:00] Understanding Single, Multi, and Micro Family Offices[00:07:00] Why Wealth Managers Don’t Fit Tech Millionaires[00:10:54] What is a Micro Family Office—and why it bridges the gap[00:17:00] How to Run Your Wealth Like a Business[00:24:00] Core Functions of a Micro Family Office: Wealth Management, Business Ops, Governance, and Lifestyle Design[00:35:00] Is Building a Micro Family Office Right for You?[00:47:00] Final Thoughts: Take Control, Build Legacy, Unlock FreedomJoin me for this second episode in the Foundations Series—and take the first step toward building a financial enterprise that reflects your values, your mission, and your future legacy. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit managingtechmillions.com

Episode 103: The 5 Money Mindset Secrets of the Ultra High Net WorthDiscover how to future-proof your finances, build generational impact, and take full control with our Free Master Class - The WealthOps Way!🎧 Tech wealth is booming—but most new millionaires are stuck in survival mode. In this foundational episode, Christopher Nelson unveils the five money mindset shifts that separate the merely rich from the truly wealthy. This is your red pill moment to stop outsourcing and start operating like a Portfolio CEO.Whether you’re a tech professional, founder, or executive, this episode will challenge how you think about money and give you a clear path to building lasting, generational wealth.Join us for a deep dive into the exact mindset that ultra-high-net-worth families use to grow, protect, and scale their portfolios—so you can do the same.Highlights:The Generational Wealth Mission: Why the ultra-wealthy structure their money to last 100 years—not just 30The CEO Mindset: How to take ownership of your portfolio and build a team that works for your goalsBeyond the Stock Market: How the ultra-wealthy diversify with intention and strategySpecialized Teams for Specialized Growth: Why DIY wealth management can cost you more than you thinkCommunity = Acceleration: Why building wealth in isolation is a losing game—and how to plug into the right ecosystemActionable Insights:How to write your own Legacy Statement and set a mission for your wealthQuestions to ask potential financial partners—and how to vet them like a hiring managerWhere the ultra-wealthy are actually investing (hint: it’s not all public equities)How to scale your personal wealth with a “micro family office” approachWhy joining a financial community can unlock strategies you’ll never find on GoogleEpisode Timeline: [00:00:10] The millionaire explosion—and the missing roadmap [00:01:13] Introducing the 5 secrets of the ultra-wealthy [00:04:00] Secret 1: Give your wealth a generational mission and structure [00:10:03] Secret 2: Become the CEO of your portfolio [00:18:27] Secret 3: Think beyond traditional stocks [00:23:38] Secret 4: Build a specialized team to scale[00:29:01] Secret 5: Adopt a proactive, business-focused mindset—inside a community [00:35:00] Final thoughts and next steps on your Portfolio CEO journeyJoin me for this first episode in the Foundations Series—and prepare to lead your wealth with clarity, confidence, and intention. This is the mindset shift you didn’t know you needed. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit managingtechmillions.com

Episode 102: The Buffett Blueprint: 7 Rules to Invest Through a Crisis🎧 Feeling anxious about the market drop? This episode is your guide to transforming panic into purpose with the mindset of a Portfolio CEO. Discover how to lead your portfolio like a business—even during turbulent times with our Free Master Class - The WealthOps Way!In this solo episode, Christopher Nelson shares a step-by-step approach to staying focused and strategic while others spiral in uncertainty. He breaks down the difference between being a builder and a gambler, and how the wisdom of Warren Buffett can guide you through today’s market chaos.Whether you're a tech professional managing growing assets or a seasoned investor facing a rough season, this episode will give you clarity, confidence, and calm.Highlights:The Portfolio CEO Mindset: How to think like a CEO—not an amateur—when the market gets roughFrom Panic to Plan: Why emotional decisions can wreck your wealth and what to do insteadBuffett’s 7 Rules for Down Markets: Timeless strategies to protect and grow your wealthThe Power of the Pause: How Christopher turned the 2008 crash into a personal wealth breakthroughCreating a Financial Fortress: Practical tips to structure your portfolio for resilienceActionable Insights:How to assess your portfolio risk with simple “low, medium, high” tagsWhy reviewing your concentration is critical—especially for tech professionalsThe importance of cash reserves—and how much you should really haveHow to separate market noise from real strategy using the “WealthOps Way”Episode Timeline:[00:00:30] Market chaos and the Portfolio CEO mindset[00:03:00] Why strategy beats stress during downturns[00:08:00] Steps to create calm and clarity in your portfolio[00:11:00] Warren Buffett’s 7 Rules for downturns[00:24:50] The 2008 moment that reshaped Christopher’s investing approach[00:27:30] The WealthOps framework for building your financial fortress[00:35:00] Reflection questions to anchor your strategy and reduce stressJoin me in this episode as we redefine how to lead in uncertain times. You’ll walk away with a framework, mindset, and game plan to be calm in the storm—and come out stronger on the other side. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit managingtechmillions.com

Episode 101: Raising Kids Who Aren’t Entitled: The Power of Wealth with Purpose🎧 Ready to transform how you think about wealth and legacy? Tune in to this episode for powerful insights on raising grounded kids in a world of abundance with our Free Master Class - The WealthOps Way!In this solo episode, Christopher Nelson addresses one of the biggest fears many wealth creators face: the potential for their kids to grow up entitled. While this is a common concern, it doesn’t have to be the outcome. In fact, your wealth can be a tool to teach empathy, build perspective, and connect to a deeper purpose.Christopher dive into personal stories, practical strategies, and a 4-part framework to ensure your wealth builds a lasting legacy—not just for you, but for your children too. Whether you’re a parent concerned about entitlement or simply looking to use your resources with intention, this episode will help guide you on the journey.Highlights:The Fear of Entitlement: Understanding the fear and turning it into a call for leadershipA Family Service Trip That Changed Everything: How a trip to Uganda transformed your kids' understanding of wealth and empathy4-Part Framework for Raising Grounded Kids: Key strategies to prevent entitlement and foster empathyHidden Benefits of Service Trips: The unexpected rewards of family travel and giving backReflection and Action Steps: Questions to help you build a legacy of empathy and purpose for your familyActionable Insights:How to expose your kids to global perspectives beyond your zip codeWhy modeling philanthropy can be a game-changer for your familyHow problem-solving can teach your kids responsibility and resilienceWhy understanding the "why" behind your wealth keeps it grounded in purposeEpisode Timeline: [00:00:30] Introduction to the fear of entitlement and why it matters [00:05:00] Turning fear into fuel for intentional leadership [00:10:30] How a service trip to Uganda changed everything [00:18:00] The 4-part framework for raising grounded kids [00:30:00] Hidden benefits of service trips (tax-deductible and family unity) [00:36:30] Reflective questions for building a legacy of empathy [00:42:00] Closing thoughts: Wealth as a tool for legacy, not egoJoin me in this powerful episode where we explore how to use your wealth to build a future for your children that’s grounded in empathy, perspective, and purpose.  This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit managingtechmillions.com

In this engaging discussion, Ron Diamond, Chairperson of Tiger 21 Chicago and founder of Diamond Wealth, shares insights on family office investment strategies for those with $1-30 million in net worth. He emphasizes the importance of succession planning and fostering collaboration among family offices to enhance investment outcomes. Ron explores the transformative role of AI in investing, the shift towards private markets, and the significance of gratitude in wealth management. His actionable advice empowers listeners to optimize their portfolios and secure their financial futures.

Episode 99: Master Industrial Real Estate Diversification with Ben Fraser🎧 Ready to take control of your financial future? Start your journey today with our Free Master Class - The WealthOps Way!Host: Christopher NelsonGuest: Ben Fraser, Chief Investment Officer, Aspen Fundshttps://www.linkedin.com/in/benwfraser/In this episode of Managing Tech Millions, Christopher Nelson sits down with Ben Fraser of Aspen Funds to explore a new investment frontier—industrial real estate. While many investors focus on multifamily properties, industrial assets like warehouses, manufacturing facilities, and flex spaces offer unique opportunities for diversification and cash flow.Join us as we break down the fundamentals of industrial real estate, key market trends, and how reshoring and supply chain shifts are reshaping this asset class. Whether you're a tech professional looking for alternative investments or a seasoned investor seeking portfolio diversification, this episode provides a deep dive into an often-overlooked sector.Highlights:What Is Industrial Real Estate? Understanding warehouses, manufacturing, flex space, and cold storage.The Power of Macro-Driven Investing: How reshoring and de-globalization are driving demand.Market Trends & Growth Drivers: Why industrial real estate vacancy rates are at historic lows.Investment Strategies:Buying Class B & C Properties with Value-Add Potential – Maximizing returns with under-market rents.New Development vs. Existing Structures – Understanding risk and reward.Triple Net Leases (NNN) – Why industrial real estate is attractive for passive investors.Risk Factors & Red Flags: What to watch for when investing in industrial real estate.Christopher’s Personal Investment Journey: Why he’s researching industrial real estate as his next investment move.Episode Timeline: [00:00:30] Why industrial real estate is more than just warehouses[00:06:00] Macro trends driving demand: Reshoring and supply chain shifts[00:12:15] Understanding different industrial asset classes[00:20:45] How industrial compares to multifamily investments[00:27:30] Triple net leases explained: A game-changer for investors[00:34:10] Risk factors and red flags to consider[00:40:00] Christopher’s next steps in exploring industrial real estate This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit managingtechmillions.com

Greg O'Brien, a certified tax planner, and John Malone, a tax strategist from Anomaly CPA, share invaluable tax strategies tailored for tech professionals. They highlight common mistakes that lead to overpaying taxes on equity compensation and the advantages of proactive planning. Listeners will learn about gradual selling of stocks, the benefits of donating appreciated stock, and how to harness losses to offset gains. The duo emphasizes the importance of expert guidance in navigating complex tax landscapes for maximized wealth retention.

Episode 97: Avoid These Common Investing Mistakes When Architecting Your Wealth🎧 Ready to take control of your financial future? Start your journey today at http://www.managingtechmillions.com/!In this episode of Managing Tech Millions, Christopher Nelson takes a deep dive into the common mistakes investors make when managing their portfolios. Now that you understand how to architect your portfolio as a business, it’s time to refine your strategy, avoid pitfalls, and ensure long-term success.Building on the foundational work from Episode 95 (with Marco Quevedo) and Episode 96 (on executing the architect phase), this episode focuses on the discipline required to stay on track. Learn how to prevent reactive investing, set realistic financial goals, manage risk effectively, and remove emotion from your investment decisions.Connect with Christopher:https://www.linkedin.com/in/christophercnelson/Highlights:The Power of Discipline: Why even experienced investors struggle with consistency.The 4 Biggest Portfolio Mistakes:Skipping the legacy statement – The importance of defining your “why.”Setting vague or unrealistic goals – How to create clear, achievable financial targets.Ignoring risk management – Understanding asset allocation and downside protection.Failing to document your investment thesis – The key to removing emotion from decision-making.Christopher’s Personal Story: Lessons learned from transitioning into full-time wealth management.Time & Money Efficiency: How this structured approach saves years of trial and error.Episode Timeline:[00:00:30] Why discipline is critical to long-term wealth management[00:05:45] Recap of the investment thesis framework from Episode 96[00:11:20] Mistake #1: Skipping the legacy statement and losing motivation[00:17:15] Mistake #2: Setting vague or unrealistic financial goals[00:23:40] Mistake #3: Ignoring risk management and making over-leveraged bets[00:30:25] Mistake #4: Not documenting an investment thesis – how to avoid emotional investing[00:37:55] How this structured approach saves time, money, and effort[00:45:10] Reflection exercises: Defining your financial purpose and daily priorities[00:50:30] Next steps: Join the community and start crafting your legacy statement This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit managingtechmillions.com

Episode 96: How to Architect Your Wealth - Build a Portfolio Like a Business🎧 Ready to take control of your financial future? Start your journey today at http://www.managingtechmillions.com/!In this episode of Managing Tech Millions, Christopher Nelson breaks down the Architect phase of wealth building—helping you structure your investment portfolio like a business. Building on last week’s conversation with Marco Quevedo, this episode explores how single-family offices worth billions create investment theses and how you can apply the same principles to your own financial strategy.Discover how to define your investment thesis, categorize your assets, and eliminate reactive investing. Whether you're a tech professional navigating newfound wealth or an experienced investor refining your approach, this episode provides a step-by-step blueprint for long-term financial success.Connect with Christopherhttps://www.linkedin.com/in/christophercnelson/Highlights:Investment Thesis 101: Why every wealth builder needs a structured plan.The 4-Step Architecture Process: Creating a legacy statement, asset categorization, setting performance goals, and building a strategic asset allocation.Avoiding Common Investment Pitfalls: How to eliminate decision paralysis and stay focused.Christopher’s Personal Journey: Lessons learned from managing tech IPO wealth and transitioning from a W-2 job to full-time wealth management.Scaling Your Portfolio Like the Ultra-Wealthy: How billion-dollar family offices approach investing and risk management.Episode Timeline:[00:00:25] Why structuring your investments like a business is critical[00:03:50] What is an investment thesis and how does it guide decision-making?[00:09:15] Step 1: Creating a legacy statement to define your financial purpose[00:15:40] Step 2: Categorizing assets into growth, income, and capital preservation[00:22:05] Step 3: Setting performance goals and defining risk tolerance[00:28:30] Step 4: Asset allocation strategies that align with long-term objectives[00:35:15] How to avoid reactive investing and focus on strategic growth[00:41:50] Lessons from billion-dollar family offices: How the ultra-wealthy manage money[00:48:20] Next steps: Implementing your investment thesis and scaling your portfolio This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit managingtechmillions.com