Episode 104: The Micro Family Office Strategy to Run Your Portfolio as a Business

Discover 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 model
• Why Wealth Managers Fail High Earners: The “Service Desert” no one tells you about
• The WealthOps Framework: How to systematize your financial operations for growth and freedom
• Owning the CEO Role: How to build your team, set your strategy, and manage your wealth intentionally

Actionable Insights:

• How to define your family's wealth mission and legacy
• The simple business model to manage $1M–$30M in assets without full-time staff
• Why Wealth Managers may not have your best interest at heart—and how to build your own team of specialists
• How to structure your investments, philanthropy, and legacy planning for maximum impact
• How to leverage technology to scale your family office operations efficiently

Episode 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 Freedom

Join 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.

Episode 103: The 5 Money Mindset Secrets of the Ultra High Net Worth

Discover 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 30
• The CEO Mindset: How to take ownership of your portfolio and build a team that works for your goals
• Beyond the Stock Market: How the ultra-wealthy diversify with intention and strategy
• Specialized Teams for Specialized Growth: Why DIY wealth management can cost you more than you think
• Community = Acceleration: Why building wealth in isolation is a losing game—and how to plug into the right ecosystem

Actionable Insights:

• How to write your own Legacy Statement and set a mission for your wealth
• Questions to ask potential financial partners—and how to vet them like a hiring manager
• Where the ultra-wealthy are actually investing (hint: it’s not all public equities)
• How to scale your personal wealth with a “micro family office” approach
• Why joining a financial community can unlock strategies you’ll never find on Google

Episode 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 journey

Join 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.

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 rough
• From Panic to Plan: Why emotional decisions can wreck your wealth and what to do instead
• Buffett’s 7 Rules for Down Markets: Timeless strategies to protect and grow your wealth
• The Power of the Pause: How Christopher turned the 2008 crash into a personal wealth breakthrough
• Creating a Financial Fortress: Practical tips to structure your portfolio for resilience

Actionable Insights:

• How to assess your portfolio risk with simple “low, medium, high” tags
• Why reviewing your concentration is critical—especially for tech professionals
• The importance of cash reserves—and how much you should really have
• How 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 stress

Join 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.