Managing Tech Millions

Delve into the lucrative world of private equity investing, where ultra-wealthy individuals earn impressive returns. Discover the benefits of diversifying with private equity compared to traditional stocks. Learn the key differences between syndications and funds, including their unique risks and costs. Gain insights into various investment forms, especially in real estate. This exploration reveals hidden strategies that can elevate your investment game beyond the typical paths.

What if your current portfolio strategy is costing you $135,000 a year? Discover how to transform a $3 million portfolio into a steady income of $240,000 annually. The discussion contrasts traditional growth strategies with the innovative evergreen income model, highlighting its tax advantages and reduced reliance on asset sales. Learn how the ultra-wealthy build wealth through diversified investments and micro family offices, ensuring liquidity and financial independence. It's time to shift your mindset from growth to sustainable income!

👋 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 freedomWhen? 📆 July 30 and 31st at 7pm to 9pm (Central US)What if your next job offer wasn’t just about a bigger paycheck but a life-changing wealth opportunity? In this episode, I’ll share how I built a $6 million net worth—not by launching a startup, not by investing in crypto, but by mastering one powerful strategy: trading time and talent for equity compensation.I’ll walk you through how I shifted from thinking like a regular employee to thinking like a founder, even while working in tech companies. This mindset shift changed everything. I explain why equity—not salary—is the most valuable asset for anyone in tech and how you can leverage it to build long-term wealth.We’ll cover the different types of equity, how to negotiate it, and how to choose the right companies that offer meaningful equity opportunities. I also talk about how this approach allowed me to retire early, travel the world, and spend more time with my family—all while staying in the tech industry.If you work in tech or are considering a job offer that includes equity, this episode might be the most valuable lesson you’ll hear this year.* The mindset shift from salary-focused to equity-focused* How I turned equity into a $6M net worth* The types of equity compensation you should know (RSUs, stock options, etc.)* How to evaluate and negotiate tech job offers with equity* Why thinking like a founder—even as an employee—can change your financial futureJoin 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 freedomSpots are limited—and the clarity you’ll gain? Game-changing.Let’s build your portfolio like it’s your next great company.If you like the podcast, support us by letting us know what you think (one click); please do that now!Loading...PS...If you're enjoying Managing Tech Millions, please consider referring this edition to a friend.And whenever you are ready, there three ways I can help you:* Start up-leveling your knowledge - 🎧️ Follow our Podcast* Get our detailed How To Videos- 📺️ Subscribe to our Channel* Accelerate your actions, attend a Master Class (its Free) 🧠 The WealthOps WayDisclaimer: 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 📈 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 freedomWhen? 📆 July 30 and 31st at 7pm to 9pm (Central US)A few years ago, I was stuck in what I now call the "$1M Tech Salary Trap." I was climbing the ladder, chasing promotions, stock options, and high-paying roles—but I was also burned out, missing time with my family, and losing control over my life. In this video, I’m sharing how I broke free from that cycle.Last summer, I spent six amazing weeks in Europe with my family — no Zoom calls, no emergencies, no distractions. That experience wasn’t just a vacation; it was proof that I had successfully transitioned from being a scattered moneymaker to becoming a strategic money manager. I stopped chasing titles and started building something bigger: a micro family office that gives me freedom, control, and purpose.This episode is part of my Foundation Series, where I guide you step-by-step through how to build and run your own micro family office. I walk you through the exact mindset shifts, lessons, and strategies that took me from corporate hamster wheel to true time ownership. I dive into how I built a business around my wealth, instead of just trying to earn more. I explain the transition from income-focused thinking to legacy-focused planning. And I talk openly about the burnout, the mistakes, and the freedom that comes on the other side of all of it.Whether you’re just starting to question the tech grind or you're actively seeking a smarter way to manage your money and time, I hope my story can offer clarity and inspiration. Let’s talk about how to build wealth that actually serves your life.* The reality of hitting a $1M salary in tech—and why it wasn't enough* My breaking point: chasing equity without purpose* The shift from “income earner” to “wealth manager”* What a micro family office actually looks like* How to reclaim your time while still growing your wealth* Common myths about financial freedom in tech* Why owning your time is the ultimate ROIEpisode Timeline:* [00:00] - The Breaking Point* [05:17] - Clarity About What Matters * [10:19] - Escaping the Corporate Trap * [15:21] - Finding the Real On-Ramp * [20:37] - Choosing to See the Truth * [25:43] - From Wealth to Alignment * [30:52] - Designing a Life with FreedomJoin 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 freedomSpots are limited—and the clarity you’ll gain? Game-changing.Let’s build your portfolio like it’s your next great company.If you like the podcast, support us by letting us know what you think (one click); please do that now!Loading...PS...If you're enjoying Managing Tech Millions, please consider referring this edition to a friend.And whenever you are ready, there three ways I can help you:* Start up-leveling your knowledge - 🎧️ Follow our Podcast* Get our detailed How To Videos- 📺️ Subscribe to our Channel* Accelerate your actions, attend a Master Class (its Free) 🧠 The WealthOps WayDisclaimer: 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 📈 your go-to source for building wealth with tech equity and managing the money that comes with it.Listen now on YouTube, Spotify or Apple Music.For years, I chased the dream that everyone told me would bring happiness—big title, high salary, working at the top of my industry in New York City. In 2016, I had it all: I was the Chief Information Officer, working on Madison Avenue, climbing toward an IPO with equity and prestige. But deep down, it felt like hell.I remember the breaking point clearly—another phone call to my wife, telling her I wouldn’t make it home for dinner. Again. I had three young kids at home, a beautiful family I barely saw, and despite all the money and success, I felt exhausted, frustrated, and empty.This video is the start of my journey to build something radically different: a life I didn’t need a vacation from.I dive into the painful realization that chasing traditional success was costing me everything that really mattered. I share how I began to redesign my life, step by step—rethinking what work meant, redefining success on my own terms, and learning to prioritize freedom, presence, and purpose over status.This isn’t a get-rich-quick story. It’s about alignment. It’s about creating a sustainable lifestyle where your values match your calendar. In this episode, I open up honestly about what pushed me to make a change and the early steps I took to get out of the rat race.If you've ever felt stuck in a career that looks good on paper but drains you daily, this story is for you. I hope it inspires you to ask better questions and start building a version of success that actually feels like your own.* Discover why chasing titles and high salaries doesn't guarantee happiness—and what actually does.* Learn how redefining success can help you align your life with your true values and priorities.* Get mindset shifts to help you start living intentionally.* See how small, courageous steps can lead to a more fulfilling, balanced, and sustainable life.* Learn why building a life you don’t need to escape from is not only possible—but necessary.⏱️ Timestamps * [00:00] Introduction to building a life without needing a vacation * [02:30] Living the corporate dream—but feeling empty * [05:15] The family sacrifices and emotional cost * [08:00] The moment I knew something had to change * [10:45] Redefining success and starting over * [13:20] Learning to live with intention * [15:40] Lessons from stepping away from the rat race * [18:30] First steps toward a freedom-based lifestyle * [21:00] Key takeaways and what’s coming nextIf you like the podcast, support us by letting us know what you think (one click); please do that now!PS...If you're enjoying Managing Tech Millions, please consider referring this edition to a friend.And whenever you are ready, there three ways I can help you:* Start up-leveling your knowledge - 🎧️ Follow our Podcast* Get our detailed How To Videos- 📺️ Subscribe to our Channel* Accelerate your actions, attend a Master Class (its Free) 🧠 The WealthOps WayDisclaimer: 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 📈 your go-to source for building wealth with tech equity and managing the money that comes with it.Listen now on YouTube, Spotify or Apple Music.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 freedomWhen? 📆 May 28 and 29th at 7pm to 9pm (Central US)I’m going to break down how you, as a tech executive, already have what it takes to be the CEO of your own micro family office. I’ll walk you through the six traits you already possess that will make you successful in this role.I didn’t wake up one day saying, “I’m going to start a micro family office.”What really happened was — after an IPO —I suddenly found myself a multimillionaire on paper, and completely lost when it came to managing that wealth. I had no systems, no processes, and no real strategy in place. Then it hit me: I spend my days in tech startups setting vision, building teams, solving complex problems, and hitting big goals... so why wasn’t I doing that for my most valuable asset— my portfolio?That realization sparked the birth of my micro family office. I saw that I could transfer my skills as a tech executive into managing my own wealth—and the results have been incredible. Since August 2022, I’ve been the CEO of my micro family office. That’s my full-time job now. And honestly? It’s the best job I’ve ever had. It’s generational, it’s impactful, and it’s unlocked a new level of lifestyle freedom.This episode is part of the Foundation Series, where we’re building the base knowledge you need to confidently step into wealth management—talking about micro family offices, evergreen portfolios, private equity income, and so much more.If you’re ready to take what you know from the tech world and apply it to managing your financial future, this episode is for you. Let’s dig in.Subscribe Now 👇 * Why traditional wealth management often fails tech professionals* How to use your exec skills to manage personal capital* What defines a micro family office vs. other wealth structures* The four pillars of a successful micro family office* How to build legacy while designing the lifestyle you want todayEpisode Timeline:* 00:00 – Wake-Up Call to Wealth Ownership * 04:01 – Becoming a Portfolio CEO * 08:03 – Creating a Platform for Wealth Strategy * 12:06 – Tech Founders Without Systems * 16:01 – Running Wealth Like a Business * 20:03 – Hitting the $175M Milestone * 24:03 – Monthly Metrics and Optimization * 28:01 – Fast Learning From Mentors * 32:02 – Tax Efficiency & Smart Deductions * 36:03 – Legacy and Long-Term VisionJoin 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 freedomSpots are limited—and the clarity you’ll gain? Game-changing.Let’s build your portfolio like it’s your next great company.If you like the podcast, support us by letting us know what you think (one click); please do that now!PS...If you're enjoying Managing Tech Millions, please consider referring this edition to a friend.And whenever you are ready, there three ways I can help you:* Start up-leveling your knowledge - 🎧️ Follow our Podcast* Get our detailed How To Videos- 📺️ Subscribe to our Channel* Accelerate your actions, attend a Master Class (its Free) 🧠 The WealthOps WayDisclaimer: 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

Episode 107: Building Financial Flow: Inside the WealthOps Run CycleDiscover how to turn your financial overwhelm into calm, confident action using the Run Cycle—the operating rhythm of a high-functioning Micro Family Office with our Free Master Class - The WealthOps Way!🎧 If you're drowning in spreadsheets, unsure what to do next, or struggling to get your money to work for you, this episode will change the game. In Episode 107 of Managing Tech Millions, Christopher Nelson breaks down the Run Cycle of WealthOps—the secret to building flow into your financial life.This is where wealth management becomes a system, not a series of random tasks. If you're a tech professional, this episode shows you how to step fully into the role of CEO of your wealth—with rhythm, repeatability, and results.Highlights:* Flow-Based Finance: How to shift from decision fatigue to confident momentum* The WealthOps Run Cycle: Daily, weekly, monthly, and quarterly cadences that drive clarity* Dual Loops of WealthOps: Managing both wealth and operations like a founder-operator* Team Accountability: Why you must lead your tax, legal, and advisor team like a product team* Succession Begins Now: How to plant seeds of legacy at the dinner table* Case Study: The 30-minute Friday habit that created massive leverage over 90 daysActionable Insights:* How to implement a “quarterly reset” to recalibrate and accelerate your wealth plan* What to delegate, what to automate, and what to personally own* How to set “definition of done” for every financial task and partner deliverable* Tools and rhythms for managing your wealth like a business (without getting overwhelmed)* How to move from reactive wealth management to proactive legacy buildingEpisode Timeline:* [00:00:00] Introduction: Millions earned—but now what?* [00:01:30] Why WealthOps removes friction and brings clarity* [00:04:30] What the Run Cycle is and how it works* [00:06:30] Flow state explained: decision clarity, clear deliverables, and system checkpoints* [00:08:30] Daily, weekly, monthly, quarterly cadence breakdown* [00:16:00] Case Study: The power of a simple 30-minute weekly ritual* [00:19:00] How to manage your advisor team like a high-performance org* [00:25:00] Succession Strategy: Building your dinner table legacy* [00:28:00] Final thoughts: If you don’t manage your wealth, it will manage youJoin me for this fourth episode in the Foundations Series—and learn how the Run Cycle unlocks structure, accountability, and real peace of mind in your financial life. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit managingtechmillions.com

Discover how to transform your financial chaos into a structured powerhouse. Learn about the crucial Architect and Build phases that can help tech professionals design and manage their wealth effectively. Find out why a clear vision is essential before investing, and how to build a team that enhances your wealth strategy. Plus, explore the significance of aligning your investments with your personal values. All this can be achieved in just 12 weeks!

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

Discover a groundbreaking approach for tech professionals managing $1M–$30M in assets through the Micro Family Office model. Learn why this tailored wealth management structure is a game-changer compared to traditional advice. Explore the three levels of family offices and find out how you can take control of your financial strategy. Get actionable insights on becoming the CEO of your wealth, building your team, and transitioning towards intentional investing. This transformative blueprint will help you secure and pass on your wealth effectively.