Christopher Nelson

Helping You Build Wealth with Tech Equity and become the Founder of Your Financial Independence

In the early 2000s,  my focus was on growing my skills, climbing the ladder, and being where I needed to be to get the job done. 

In 2009, I burned out hard. 

My new plan was to work for equity in tech start-ups and become financially independent.

Swing and Miss, the first start-up company I chose to work for, was going nowhere (equity worth zero). 

What happened? Did I screw up everything?

I chose the company because I was passionate about its mission, but I had not examined it further. I had no real plan.

My next step was to call people that I knew had been successful in working for equity in tech and see what was different in their "playbook."

Key lessons learned after first dead-end tech startup:
 -In trading my time and talent for equity, I need to think like an investor
 -Create a rigorous due diligence process
 -Don't fear failure, stay in the game
 -Keep learning

May 2011, Started at Splunk Pre-IPO

April 19th, 2012 Splunk had a break-out IPO

April 20th, 2012 feelings of anxiety and fear creep in about how to manage the newly generated wealth. 

I had to figure out how to get real income (real estate) into my portfolio. I needed something sending me checks.

Key lessons learned after the first IPO:
 -How to invest in private equity real estate
 -Set up my family for generational wealth
 -Own the result (don't put my future in someone else's hands)

New Mission: Be the Founder of a Micro Family Office to become Financially Independent.

Strategy:
 -Live within paychecks
 -Bonuses for extras
 -Invest all of our equity

I climbed the ladder to become a CIO. 

At the peak, I realized I wanted to build my DIY Family Office more than climb the ladder.

I changed roles and reduced my scope. 

On August 26, 2022, I graduated from my W-2 job to live a lifestyle by design.

I founded WealthOps in 2023 to equip technology professionals with the skills to build and run their portfolios.

My Portfolio:
 -3  Start-Ups I worked for IPOed (SPLK, YEXT, GTLB) <-Traded Time
 -Replaced paycheck with $200k+ of portfolio income
 -Built my Micro Family Office
 -Running a company structured around my life

My Results:
 -Highly Diversified Portfolio - Stocks, PE Real Estate, Debt, Businesses, and VC. 
 -$223 Million AUM with investors
 -7 Investments  gone full cycle with an Avg 19.4% IRR to investors
 -1000+ tech employees being educated on Managing Tech Millions
 -20+  and growing Portfolio CEOs

My mission - 1000+ Portfolio CEOs

Learn more about how I did this, join our free live workshop  →  https://dub.sh/wealthops-linkedin

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David Choe was offered a choice in 2005:

$60,000 cash to paint Facebook's murals - or stock options instead.

Most people would take the cash.

Choe took the stock.

𝗧𝗵𝗮𝘁 𝗱𝗲𝗰𝗶𝘀𝗶𝗼𝗻 𝗯𝗲𝗰𝗮𝗺𝗲 𝘄𝗼𝗿𝘁𝗵 𝗼𝘃𝗲𝗿 $𝟮𝟬𝟬 𝗺𝗶𝗹𝗹𝗶𝗼𝗻.

The chances he would have gotten rich from his art sales alone?

𝘚𝘭𝘪𝘮.

It's the same with your salary.

It will likely never make you wealthy.

But your equity compensation has a chance to.

Last year, over 500,000 people became millionaires in the United States.

The majority didn't get there through salaries or side hustles.

They got there through equity compensation.

RSUs that vested.
Options that multiplied.
ESPP grants that 10x'd.

But here's the trap I see constantly:

Smart people treat equity like a bonus.

Something extra. Nice to have.

They optimize for salary and ignore the life-changing potential in their equity grants.

I've watched tech executives negotiate hard for an extra $20K in base salary.

Then leave $500K in equity on the table because they didn't understand the company's trajectory.

David Choe understood something most people miss:

Your time and talent are finite resources.

But equity in the RIGHT company?

𝗧𝗵𝗮𝘁 𝘀𝗰𝗮𝗹𝗲𝘀 𝘄𝗶𝘁𝗵𝗼𝘂𝘁 𝘆𝗼𝘂.

𝗜𝘁 𝗰𝗼𝗺𝗽𝗼𝘂𝗻𝗱𝘀 𝘄𝗵𝗶𝗹𝗲 𝘆𝗼𝘂 𝘀𝗹𝗲𝗲𝗽.

𝗜𝘁 𝘁𝘂𝗿𝗻𝘀 𝟯 𝘆𝗲𝗮𝗿𝘀 𝗼𝗳 𝘄𝗼𝗿𝗸 𝗶𝗻𝘁𝗼 𝗴𝗲𝗻𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝘄𝗲𝗮𝗹𝘁𝗵.

The difference between $1M and $10M isn't working harder.

It's recognizing when equity compensation creates asymmetric returns.

🔶

If you're sitting on $1M+ in equity compensation and struggling to figure out how to manage it, how to divest it, how to grow it -- I want to invite you to my upcoming live workshop.

I'll teach you how to architect your wealth around a Micro Family Office.


𝗬𝗼𝘂 𝗰𝗮𝗻 𝗿𝗲𝗴𝗶𝘀𝘁𝗲𝗿 𝗵𝗲𝗿𝗲: https://dub.sh/mN0g8tK

---

Here is what attendees from last months workshop said about it:

𝘐𝘵 𝘸𝘢𝘴 𝘳𝘦𝘢𝘭𝘭𝘺 𝘴𝘵𝘳𝘢𝘯𝘨𝘦 𝘵𝘰 𝘧𝘪𝘯𝘥 𝘴𝘰𝘮𝘦𝘰𝘯𝘦 𝘪𝘯 𝘺𝘰𝘶𝘳 𝘱𝘰𝘴𝘪𝘵𝘪𝘰𝘯 𝘵𝘰 𝘥𝘰 𝘵𝘩𝘪𝘴. 𝘐𝘵'𝘴 𝘵𝘩𝘦 𝘧𝘪𝘳𝘴𝘵 𝘵𝘶𝘵𝘰𝘳𝘪𝘢𝘭 𝘐 𝘤𝘢𝘯 𝘵𝘩𝘪𝘯𝘬 𝘰𝘧 𝘵𝘩𝘢𝘵'𝘴 𝘢𝘤𝘵𝘶𝘢𝘭𝘭𝘺 𝘴𝘢𝘺𝘪𝘯𝘨𝘴 𝘴𝘰𝘮𝘦𝘵𝘩𝘪𝘯𝘨 𝘶𝘴𝘦𝘧𝘶𝘭 𝘢𝘯𝘥 𝘶𝘯𝘣𝘦𝘭𝘪𝘦𝘷𝘢𝘣𝘭𝘦.

- 𝗠𝗮𝘂𝗿í𝗰𝗶𝗼 𝗛.

𝘠𝘰𝘶 𝘫𝘶𝘴𝘵 𝘨𝘢𝘷𝘦 𝘮𝘦 𝘵𝘩𝘦 𝘧𝘳𝘢𝘮𝘦𝘸𝘰𝘳𝘬 𝘵𝘩𝘢𝘵 𝘐 𝘸𝘢𝘴 𝘮𝘪𝘴𝘴𝘪𝘯𝘨, 𝘢𝘯𝘥 𝘐 𝘥𝘪𝘥𝘯'𝘵 𝘬𝘯𝘰𝘸 𝘵𝘩𝘢𝘵 𝘐 𝘯𝘦𝘦𝘥𝘦𝘥.

- 𝗖𝗵𝗿𝗶𝘀𝘁𝘆 𝗪.

𝘐 𝘵𝘩𝘰𝘶𝘨𝘩𝘵 𝘵𝘩𝘢𝘵 𝘸𝘢𝘴 𝘨𝘳𝘦𝘢𝘵. 𝘈𝘯𝘥 𝘐 𝘵𝘩𝘪𝘯𝘬 𝘪𝘵'𝘴 𝘴𝘰 𝘧𝘶𝘯𝘯𝘺 𝘣𝘦𝘤𝘢𝘶𝘴𝘦 𝘵𝘰 𝘮𝘦, 𝘐 𝘸𝘪𝘴𝘩 𝘐 𝘩𝘢𝘥 𝘵𝘩𝘪𝘴 𝘱𝘳𝘦𝘴𝘦𝘯𝘵𝘢𝘵𝘪𝘰𝘯 𝘭𝘪𝘬𝘦 𝘧𝘪𝘷𝘦 𝘺𝘦𝘢𝘳𝘴 𝘢𝘨𝘰.

- 𝗣𝗮𝘀𝗰𝗮𝗹 𝗪.

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Talks about #realestate, #technology, #techstartups, #realestateinvesting, and #financialindependence

I Run My Own Micro Family Office and Teach Others to Do the Same | Founder @ WealthOps

This post from Mitchell Baldridge, CPA, CFP® is hilarious!

Not gold. Not bonds. The Costco hot dog.

Most people with $1M-$30M don't have a wealth management problem.

𝗧𝗵𝗲𝘆 𝗵𝗮𝘃𝗲 𝗮 𝗸𝗻𝗼𝘄𝗹𝗲𝗱𝗴𝗲 𝗽𝗿𝗼𝗯𝗹𝗲𝗺.

Last Wednesday, I watched 49 high-earners realize this in real-time.

Tech executives with 7-figure stock portfolios they're afraid to touch.

Entrepreneurs sitting on $3M in cash, paralyzed by what comes next.

Doctors earning $500K+ but managing wealth like they have $100K in a 401K.

The common thread?

𝘛𝘩𝘦𝘺'𝘳𝘦 𝘣𝘳𝘪𝘭𝘭𝘪𝘢𝘯𝘵 𝘢𝘵 𝘣𝘶𝘪𝘭𝘥𝘪𝘯𝘨 𝘸𝘦𝘢𝘭𝘵𝘩. 𝘉𝘦𝘨𝘪𝘯𝘯𝘦𝘳𝘴 𝘢𝘵 𝘮𝘢𝘯𝘢𝘨𝘪𝘯𝘨 𝘪𝘵.

So we walked through the exact framework ultra-wealthy families use to architect portfolios... but designed for $1M-$30M net worth.

Not generic asset allocation charts.

A strategic Investment Thesis that defines YOUR rules for deploying capital, targeting returns, and protecting legacy.

The same system that help me transition from tech executive to Micro Family Office CEO—now generating $200K+ in annual portfolio cashflow.

Want to join us for live, tactical guidance on managing wealth like the business?

As of typing this we have 53 people signed up for our next workshop.

𝗡𝗲𝘅𝘁 𝘄𝗼𝗿𝗸𝘀𝗵𝗼𝗽: December 17th

𝗔𝗽𝗽𝗹𝘆 𝗵𝗲𝗿𝗲: https://dub.sh/mN0g8tK

---

Here is what attendees from last months workshop said about it:

𝘐𝘵 𝘸𝘢𝘴 𝘳𝘦𝘢𝘭𝘭𝘺 𝘴𝘵𝘳𝘢𝘯𝘨𝘦 𝘵𝘰 𝘧𝘪𝘯𝘥 𝘴𝘰𝘮𝘦𝘰𝘯𝘦 𝘪𝘯 𝘺𝘰𝘶𝘳 𝘱𝘰𝘴𝘪𝘵𝘪𝘰𝘯 𝘵𝘰 𝘥𝘰 𝘵𝘩𝘪𝘴. 𝘐𝘵'𝘴 𝘵𝘩𝘦 𝘧𝘪𝘳𝘴𝘵 𝘵𝘶𝘵𝘰𝘳𝘪𝘢𝘭 𝘐 𝘤𝘢𝘯 𝘵𝘩𝘪𝘯𝘬 𝘰𝘧 𝘵𝘩𝘢𝘵'𝘴 𝘢𝘤𝘵𝘶𝘢𝘭𝘭𝘺 𝘴𝘢𝘺𝘪𝘯𝘨𝘴 𝘴𝘰𝘮𝘦𝘵𝘩𝘪𝘯𝘨 𝘶𝘴𝘦𝘧𝘶𝘭 𝘢𝘯𝘥 𝘶𝘯𝘣𝘦𝘭𝘪𝘦𝘷𝘢𝘣𝘭𝘦.

- 𝗠𝗮𝘂𝗿í𝗰𝗶𝗼 𝗛.

𝘠𝘰𝘶 𝘫𝘶𝘴𝘵 𝘨𝘢𝘷𝘦 𝘮𝘦 𝘵𝘩𝘦 𝘧𝘳𝘢𝘮𝘦𝘸𝘰𝘳𝘬 𝘵𝘩𝘢𝘵 𝘐 𝘸𝘢𝘴 𝘮𝘪𝘴𝘴𝘪𝘯𝘨, 𝘢𝘯𝘥 𝘐 𝘥𝘪𝘥𝘯'𝘵 𝘬𝘯𝘰𝘸 𝘵𝘩𝘢𝘵 𝘐 𝘯𝘦𝘦𝘥𝘦𝘥.

- 𝗖𝗵𝗿𝗶𝘀𝘁𝘆 𝗪.

𝘐 𝘵𝘩𝘰𝘶𝘨𝘩𝘵 𝘵𝘩𝘢𝘵 𝘸𝘢𝘴 𝘨𝘳𝘦𝘢𝘵. 𝘈𝘯𝘥 𝘐 𝘵𝘩𝘪𝘯𝘬 𝘪𝘵'𝘴 𝘴𝘰 𝘧𝘶𝘯𝘯𝘺 𝘣𝘦𝘤𝘢𝘶𝘴𝘦 𝘵𝘰 𝘮𝘦, 𝘐 𝘸𝘪𝘴𝘩 𝘐 𝘩𝘢𝘥 𝘵𝘩𝘪𝘴 𝘱𝘳𝘦𝘴𝘦𝘯𝘵𝘢𝘵𝘪𝘰𝘯 𝘭𝘪𝘬𝘦 𝘧𝘪𝘷𝘦 𝘺𝘦𝘢𝘳𝘴 𝘢𝘨𝘰.

- 𝗣𝗮𝘀𝗰𝗮𝗹 𝗪.

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"I wish I could retire."

I hear this all the time from people with $3M-$5M-$7M portfolios.

They're brilliant at building wealth.

But they feel trapped in their jobs.

Here's what they don't realize:

𝘛𝘩𝘦𝘺'𝘳𝘦 𝘢𝘭𝘳𝘦𝘢𝘥𝘺 𝘧𝘳𝘦𝘦. 𝘛𝘩𝘦𝘺 𝘫𝘶𝘴𝘵 𝘥𝘰𝘯'𝘵 𝘬𝘯𝘰𝘸 𝘪𝘵 𝘺𝘦𝘵.

The problem isn't the size of their portfolio.

It's how it's structured.

Most high-net-worth professionals are stuck in the Traditional Drawdown Model:
→ Selling assets to generate income
→ Watching principal decline year after year
→ Paying unnecessary taxes
→ Living with constant sequence risk
→ Feeling anxious about market volatility

But there's a different approach.

One that ultra-wealthy families ($100M+) have used for decades.

It's called an Evergreen Income Model.

Instead of liquidating your portfolio, you build it to generate consistent, tax-efficient cashflow.

The difference is dramatic:

A $3M Evergreen Portfolio can generate $250K annually—with principal staying intact (or growing).

After-tax income? ~$240K.

Effective tax rate? 3-5%.

Compare that to a traditional drawdown approach:
$120K gross income → $90K after-tax → principal declining every year.

Same portfolio size. 𝗖𝗼𝗺𝗽𝗹𝗲𝘁𝗲𝗹𝘆 𝗱𝗶𝗳𝗳𝗲𝗿𝗲𝗻𝘁 𝗼𝘂𝘁𝗰𝗼𝗺𝗲.

How does it work?

The Evergreen Model rests on 4 pillars:

1️⃣ Asset Selection – Income-focused investments (industrial triple net leases, self-storage, debt funds, energy infrastructure)

2️⃣ Tax Optimization – Depreciation shields, depletion allowances, carried interest treatment, strategic loss harvesting

3️⃣ Risk Management – Diversification across asset classes, sponsors, and vintages. 10-15% liquidity buffer.

4️⃣ Operation Cadence – Quarterly reviews, annual rebalancing, ongoing due diligence, regular tax planning.

This isn't theory.

It's how my own portfolio works.

I've got ~50% of my portfolio in income generating assets.

The result? $200K+ annually in tax-efficient cashflow.

It's not a secret method.

And it's how TIGER21 members (ultra-wealthy families) structure their wealth:
→ 30% Private Equity
→ 25% Real Estate
→ 15% Private Credit
→ 20% Public Equities (stocks)
→ 10% Other

They're not trying to "beat the market."

They're building income engines.

If you're sitting on $1M-$30M but still feel dependent on your paycheck, you're not stuck.

You're just one strategic shift away from financial freedom.

Want to learn how to transition your portfolio from drawdown to evergreen income?

I'm hosting a free live workshop on December 17, 2025 where I'll walk through:

✓ The exact framework to build an Evergreen Portfolio
✓ How to access these same investments
✓ How to create your own investment thesis
✓ Real portfolio examples (including mine)

Link to register 👇
https://dub.sh/mN0g8tK

Micro Family Office Evergreen Portfolio Model

You built a $6M portfolio.

But you're still managing it like it's a $700K portfolio.

Here's what I mean...

Most high-net-worth professionals are running Drawdown Portfolios when they should be running Evergreen Portfolios.

I say this because many (maybe even you) feel like their portfolio isn't getting them closer to living the life they want.

Let me show you the difference:

𝗗𝗥𝗔𝗪𝗗𝗢𝗪𝗡 𝗣𝗢𝗥𝗧𝗙𝗢𝗟𝗜𝗢 (𝗪𝗲𝗮𝗹𝘁𝗵 𝗦𝘁𝗼𝗿𝗮𝗴𝗲)

This is what 99% of advisors will build for you:
→ Philosophy: Accumulate → Store → Withdraw → Deplete
→ Assets: Stocks, bonds, cash in traditional 60/40 allocation
→ Income Strategy: Sell 4% of your portfolio annually
→ Your Role: Passive account holder who delegates everything
→ Crisis Response: Storage depletes faster, no recovery mechanism
→ Tax Strategy: Limited options (capital gains from forced sales)

You're treating your wealth like a storage unit.

Pull from it until it's empty.

𝗘𝗩𝗘𝗥𝗚𝗥𝗘𝗘𝗡 𝗣𝗢𝗥𝗧𝗙𝗢𝗟𝗜𝗢 (𝗪𝗲𝗮𝗹𝘁𝗵 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀)

This is what ultra-wealthy families actually do:
→ Philosophy: Build → Operate → Generate → Reinvest → Scale
→ Assets: Private equity, real estate, active businesses + traditional investments
→ Income Strategy: Generate 6-8% cash flow WITHOUT selling ownership
→ Your Role: Active CEO making strategic decisions and building a team
→ Crisis Response: Business keeps operating, can pivot and adapt
→ Tax Strategy: Multiple optimization levers (depreciation, K-1 losses, qualified dividends)

You're treating wealth like an operating company.

It generates cash flow today.

While growing for tomorrow.

𝗧𝗵𝗲 𝗺𝗶𝗻𝗱𝘀𝗲𝘁 𝘀𝗵𝗶𝗳𝘁:
Stop asking: "How much can I safely withdraw at 65?"
Start asking: "How much cash flow does my portfolio generate TODAY?"

Stop "managing" investments once a month.
Start operating like the CEO of a wealth business.

𝗪𝗵𝘆 𝗺𝗼𝘀𝘁 𝗽𝗲𝗼𝗽𝗹𝗲 𝗻𝗲𝘃𝗲𝗿 𝗺𝗮𝗸𝗲 𝘁𝗵𝗶𝘀 𝘁𝗿𝗮𝗻𝘀𝗶𝘁𝗶𝗼𝗻:
They don't know it exists as an option.
They think it's only for ultra-wealthy families.

Their advisor can't teach it (they've never done it).

They're paralyzed by the knowledge gap.

They don't have a roadmap.

Here's the truth...

If you built a $6M portfolio, you ALREADY have the skills to run it like a business.

You just need the right architecture.

The right systems.

The right playbook.

This is exactly what we're teaching in our live workshop on 12/17:
→ How to architect your own Micro Family Office
→ How to transition from Drawdown to Evergreen thinking
→ How to generate cash flow TODAY (not when you're 65)
→ The frameworks ultra-wealthy families use (scaled for $1M-$30M portfolios)

Link to register:  https://dub.sh/mN0g8tK

$1M+ net worth.
$0 portfolio income.
See the problem?

Most high earners have their wealth locked in:
→ Company stock (can't sell without taxes)
→ Primary residence (doesn't pay you)
→ Retirement accounts (can't access for 20 years)
→ Growth stocks (appreciation ≠ cash flow)

You thought hitting $1M+ meant freedom.

Instead, you're still chained to your paycheck.

Because your portfolio architecture doesn't match your goals.

Want to quit your job? 𝘠𝘰𝘶 𝘯𝘦𝘦𝘥 𝘪𝘯𝘤𝘰𝘮𝘦-𝘱𝘳𝘰𝘥𝘶𝘤𝘪𝘯𝘨 𝘢𝘴𝘴𝘦𝘵𝘴.

Want to retire early? 𝘠𝘰𝘶 𝘯𝘦𝘦𝘥 𝘴𝘺𝘴𝘵𝘦𝘮𝘢𝘵𝘪𝘤 𝘤𝘢𝘴𝘩 𝘧𝘭𝘰𝘸.

Want actual freedom? 𝘠𝘰𝘶 𝘯𝘦𝘦𝘥 𝘵𝘰 𝘳𝘦𝘴𝘵𝘳𝘶𝘤𝘵𝘶𝘳𝘦 𝘺𝘰𝘶𝘳 𝘱𝘰𝘳𝘵𝘧𝘰𝘭𝘪𝘰.

The ultra-wealthy don't build wealth on stock portfolios.

They build it from assets that paid them... every single month.

Your portfolio needs to work for you.

Not just look good on a spreadsheet.

If you want to build a portfolio like this...

Join our free live workshop on December 17th.

Learn how the ultra-wealthy structure their portfolios as an income-focused system that generates reliable cash flow while preserving your principal.

We'll cover:
→ How to create your investment thesis
→ How to transition from appreciation to income
→ The asset classes ultra-wealthy families actually use
→ Tax-efficient strategies for concentrated stock positions
→ Building your portfolio architecture in 90 days

Learn more and register here: 
https://dub.sh/mN0g8tK

The Vanderbilts and Rockefellers each had $200B+.

96 years later, the Vanderbilts were broke.

The Rockefellers are still worth billions today.

What made the difference?

Not talent. Not luck. Not market timing.

Systems.

Vanderbilts asked → "How can we enjoy our wealth?"
Rockefellers asked → "How can we steward our wealth?"

That single question changed 𝗲𝘃𝗲𝗿𝘆𝘁𝗵𝗶𝗻𝗴.

Here's what the Rockefellers built that the Vanderbilts didn't:

→ 𝗔 𝗱𝗼𝗰𝘂𝗺𝗲𝗻𝘁𝗲𝗱 𝗶𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝘁𝗵𝗲𝘀𝗶𝘀.
Not gut feelings. Not hot tips. A written philosophy that guided every decision.

→ 𝗔𝗻 𝗮𝗰𝘁𝘂𝗮𝗹 𝗳𝗮𝗺𝗶𝗹𝘆 𝗼𝗳𝗳𝗶𝗰𝗲.
Room 5600 in 1882. Five divisions. Centralized decision-making. Professional infrastructure.

→ 𝗣𝗿𝗼𝗱𝘂𝗰𝘁𝗶𝘃𝗲 𝗮𝘀𝘀𝗲𝘁𝘀 𝗼𝘃𝗲𝗿 𝘁𝗿𝗼𝗽𝗵𝘆 𝗮𝘀𝘀𝗲𝘁𝘀.
80% in businesses, dividend stocks, and income real estate. Not mansions and yachts.

→ 𝗧𝗿𝘂𝘀𝘁 𝗮𝗿𝗰𝗵𝗶𝘁𝗲𝗰𝘁𝘂𝗿𝗲.
Generation-skipping structures that removed assets from estate taxes permanently.

→ 𝗦𝘁𝗲𝘄𝗮𝗿𝗱𝘀𝗵𝗶𝗽 𝘁𝗿𝗮𝗶𝗻𝗶𝗻𝗴.
Heirs weren't raised to spend. They were trained to compound.

→ 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗰 𝗴𝗼𝘃𝗲𝗿𝗻𝗮𝗻𝗰𝗲.
Protection from taxes, creditors, divorces, and poor individual decisions.

The lesson?

Wealth creation and wealth management are 𝘤𝘰𝘮𝘱𝘭𝘦𝘵𝘦𝘭𝘺 𝘥𝘪𝘧𝘧𝘦𝘳𝘦𝘯𝘵 𝘴𝘬𝘪𝘭𝘭 𝘴𝘦𝘵𝘴.

You can be brilliant at building a $10M+ portfolio.

And still lose everything if you don't build the systems to protect and grow it.

Most high-earners never learn this.

They hit $5M, $10M, $20M in net worth.

Then wonder why they still feel like beginners when it comes to managing it.

The Vanderbilts had the same problem.

𝗧𝗵𝗲 𝗴𝗼𝗼𝗱 𝗻𝗲𝘄𝘀?

You don't need $100M to build Rockefeller-style systems.

You need the right framework.

That's exactly what we're covering in our live workshop on December 17th.

We'll walk through how to architect your own Micro Family Office—so your wealth outlasts you.

𝗬𝗼𝘂 𝗰𝗮𝗻 𝗹𝗲𝗮𝗿𝗻 𝗺𝗼𝗿𝗲 𝗮𝗻𝗱 𝗿𝗲𝗴𝗶𝘀𝘁𝗲𝗿 𝗵𝗲𝗿𝗲: https://dub.sh/mN0g8tK

---

Here is what attendees from last months workshop said about it:

𝘐𝘵 𝘸𝘢𝘴 𝘳𝘦𝘢𝘭𝘭𝘺 𝘴𝘵𝘳𝘢𝘯𝘨𝘦 𝘵𝘰 𝘧𝘪𝘯𝘥 𝘴𝘰𝘮𝘦𝘰𝘯𝘦 𝘪𝘯 𝘺𝘰𝘶𝘳 𝘱𝘰𝘴𝘪𝘵𝘪𝘰𝘯 𝘵𝘰 𝘥𝘰 𝘵𝘩𝘪𝘴. 𝘐𝘵'𝘴 𝘵𝘩𝘦 𝘧𝘪𝘳𝘴𝘵 𝘵𝘶𝘵𝘰𝘳𝘪𝘢𝘭 𝘐 𝘤𝘢𝘯 𝘵𝘩𝘪𝘯𝘬 𝘰𝘧 𝘵𝘩𝘢𝘵'𝘴 𝘢𝘤𝘵𝘶𝘢𝘭𝘭𝘺 𝘴𝘢𝘺𝘪𝘯𝘨𝘴 𝘴𝘰𝘮𝘦𝘵𝘩𝘪𝘯𝘨 𝘶𝘴𝘦𝘧𝘶𝘭 𝘢𝘯𝘥 𝘶𝘯𝘣𝘦𝘭𝘪𝘦𝘷𝘢𝘣𝘭𝘦.

- 𝗠𝗮𝘂𝗿í𝗰𝗶𝗼 𝗛.

𝘠𝘰𝘶 𝘫𝘶𝘴𝘵 𝘨𝘢𝘷𝘦 𝘮𝘦 𝘵𝘩𝘦 𝘧𝘳𝘢𝘮𝘦𝘸𝘰𝘳𝘬 𝘵𝘩𝘢𝘵 𝘐 𝘸𝘢𝘴 𝘮𝘪𝘴𝘴𝘪𝘯𝘨, 𝘢𝘯𝘥 𝘐 𝘥𝘪𝘥𝘯'𝘵 𝘬𝘯𝘰𝘸 𝘵𝘩𝘢𝘵 𝘐 𝘯𝘦𝘦𝘥𝘦𝘥.

- 𝗖𝗵𝗿𝗶𝘀𝘁𝘆 𝗪.

𝘐 𝘵𝘩𝘰𝘶𝘨𝘩𝘵 𝘵𝘩𝘢𝘵 𝘸𝘢𝘴 𝘨𝘳𝘦𝘢𝘵. 𝘈𝘯𝘥 𝘐 𝘵𝘩𝘪𝘯𝘬 𝘪𝘵'𝘴 𝘴𝘰 𝘧𝘶𝘯𝘯𝘺 𝘣𝘦𝘤𝘢𝘶𝘴𝘦 𝘵𝘰 𝘮𝘦, 𝘐 𝘸𝘪𝘴𝘩 𝘐 𝘩𝘢𝘥 𝘵𝘩𝘪𝘴 𝘱𝘳𝘦𝘴𝘦𝘯𝘵𝘢𝘵𝘪𝘰𝘯 𝘭𝘪𝘬𝘦 𝘧𝘪𝘷𝘦 𝘺𝘦𝘢𝘳𝘴 𝘢𝘨𝘰.

- 𝗣𝗮𝘀𝗰𝗮𝗹 𝗪.

Build a micro family office like the Rockefellers

The ultra-wealthy don't have financial advisors - they have Family Offices.

Here's how to build one if you only have a few $M net worth.

Most people think Family Offices are only for billionaires.

They're wrong.

You just need the right-sized version.

Here's the problem...

You built a million-dollar portfolio with blood, sweat, and tears.

Now you've handed it off to an advisor that is managing, on average, 362 other clients.

Your goal:
- grow your wealth
- protect your wealth
- generate cash flow from your wealth

Their goal:
𝘒𝘦𝘦𝘱 𝘺𝘰𝘶𝘳 𝘱𝘰𝘳𝘵𝘧𝘰𝘭𝘪𝘰 𝘢𝘴 𝘭𝘰𝘸-𝘵𝘰𝘶𝘤𝘩 𝘢𝘴 𝘱𝘰𝘴𝘴𝘪𝘣𝘭𝘦 𝘴𝘰 𝘵𝘩𝘦𝘺 𝘤𝘢𝘯 𝘮𝘢𝘯𝘢𝘨𝘦 𝘢𝘴 𝘮𝘢𝘯𝘺 𝘤𝘭𝘪𝘦𝘯𝘵𝘴 𝘢𝘴 𝘱𝘰𝘴𝘴𝘪𝘣𝘭𝘦.

See the conflict?

If you want something other than cookie-cutter advice, you 𝘮𝘶𝘴𝘵 take control and step up as the 𝗖𝗘𝗢 𝗼𝗳 𝘆𝗼𝘂𝗿 𝘄𝗲𝗮𝗹𝘁𝗵.

That's where the Micro Family Office comes in.

Same institutional approach as the ultra-wealthy. 

Scaled for the $1M-$30M portfolios of busy professionals.

Here are the 7 core components:

𝟭. 𝗩𝗶𝘀𝗶𝗼𝗻 & 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝘆
Your Legacy Statement and Investment Thesis. The "why" behind every decision.

𝟮. 𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 𝗦𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲
Asset allocation blueprint across public equity, private equity, real estate, and preservation.

𝟯. 𝗟𝗲𝗴𝗮𝗹 & 𝗧𝗮𝘅 𝗣𝗿𝗼𝘁𝗲𝗰𝘁𝗶𝗼𝗻
Entity structures that shield wealth and minimizes your effective tax rate.

𝟰. 𝗢𝗽𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗣𝗿𝗼𝗰𝗲𝘀𝘀𝗲𝘀
Standardized workflows for investing, divesting, reporting, and decision-making.

𝟱. 𝗣𝗲𝗿𝗳𝗼𝗿𝗺𝗮𝗻𝗰𝗲 & 𝗗𝗮𝘁𝗮
Dashboards and metrics that show what's working and where to adjust.

𝟲. 𝗧𝗲𝗮𝗺 & 𝗔𝗱𝘃𝗶𝘀𝗼𝗿𝘀
Fractional specialists (CPA, CTP, attorney) who execute at your direction—not the other way around.

𝟳. 𝗘𝘅𝗲𝗰𝘂𝘁𝗶𝘃𝗲 𝗚𝗼𝘃𝗲𝗿𝗻𝗮𝗻𝗰𝗲
Monthly reviews. Quarterly strategy. Annual planning. You remain CEO.

This isn't about making wealth management a second full-time job.

It's about building infrastructure that puts YOU back in control.

You become the CEO of your wealth—not a passenger in someone else's system.

Want to build yours?

Join my free live workshop on 𝗗𝗲𝗰 𝟭𝟳𝘁𝗵 where I'll walk through the exact blueprint.

𝗥𝗲𝗴𝗶𝘀𝘁𝗲𝗿 𝗵𝗲𝗿𝗲: https://dub.sh/mN0g8tK

Here are 3 interesting things I noticed looking into this data:


𝟭. 𝗧𝗵𝗲 𝗧𝗼𝗽 𝟭𝟬% 𝗮𝗿𝗲 𝗛𝗼𝘂𝘀𝗲-𝗥𝗶𝗰𝗵, 𝗡𝗼𝘁 𝗖𝗮𝗽𝗶𝘁𝗮𝗹-𝗥𝗶𝗰𝗵
➤ Total net worth: $1.6M
➤ Investable net worth: $842K
➤ That means 52% is locked in their primary residence.
➤ This doesn't generate the cashflow needed to replace a paycheck.

𝟮. 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗘𝗾𝘂𝗶𝘁𝘆 𝗶𝘀 𝘁𝗵𝗲 𝗥𝗲𝗮𝗹 𝗗𝗲𝗰𝗼𝘂𝗽𝗹𝗶𝗻𝗴 𝗣𝗼𝗶𝗻𝘁
➤ Top 10%: 9% in business equity
➤ Top 1%: 41% in business equity
➤ The ultra-wealthy don't just invest differently.
➤ They own differently.

𝟯. 𝗦𝘁𝗼𝗰𝗸𝘀 𝗦𝘁𝗮𝘆 𝗙𝗹𝗮𝘁 𝗔𝗰𝗿𝗼𝘀𝘀 𝗔𝗹𝗹 𝗧𝗶𝗲𝗿𝘀 𝗮𝘁 𝟯𝟭%
➤ This surprised me.
➤ Whether you're top 10%, 5%, or 1%—stocks stay constant.
➤ The difference isn't public markets.
➤ It's private equity, real estate, and business ownership.

The pattern is clear:
➤ Top 10% = Wealth trapped in assets (mainly their house)
➤ Top 1% = Wealth working through systems

If you're in the top 10% but still trading time for money, you likely don't have an income problem.

𝘠𝘰𝘶 𝘩𝘢𝘷𝘦 𝘢 𝘱𝘰𝘳𝘵𝘧𝘰𝘭𝘪𝘰 𝘢𝘳𝘤𝘩𝘪𝘵𝘦𝘤𝘵𝘶𝘳𝘦 𝘱𝘳𝘰𝘣𝘭𝘦𝘮.

Want to learn how the top 1% actually structure their portfolios?

I'm hosting a live workshop on 12/17 and breaking down how to architect your own 𝗠𝗶𝗰𝗿𝗼 𝗙𝗮𝗺𝗶𝗹𝘆 𝗢𝗳𝗳𝗶𝗰𝗲.

Learn more and register here: 
https://dub.sh/mN0g8tK

The middle class is shrinking. - you've heard it a thousand times.

But here's what the headlines won't tell you.

Americans aren't getting poorer.

They're getting richer.

Look at the data.

In 1967, only 13.1% of households earned $100,000+ 

(𝘢𝘥𝘫𝘶𝘴𝘵𝘦𝘥 𝘧𝘰𝘳 𝘪𝘯𝘧𝘭𝘢𝘵𝘪𝘰𝘯).

By 2022? That number hit 37.5%.

That's a 186% 𝗶𝗻𝗰𝗿𝗲𝗮𝘀𝗲.

The middle-income bracket didn't disappear downward.

It shifted upward.

Here's the uncomfortable truth the media ignores: doom and gloom pays the bills.

"Middle class shrinking" gets clicks.

"Americans are wealthier than ever" doesn't.

Now, I'm not saying everything is perfect.

Housing costs have outpaced income growth.

Healthcare is more expensive.

The wealth you've built requires different strategies than your parents needed.

But if you're reading this, there's a good chance you're part of that 37.5%.

You've climbed out of the middle class.

You've accumulated significant wealth.

And that creates a new problem.

You're brilliant at building wealth.

But managing it requires a completely different playbook.

The strategies that got you here won't optimize what you've built.

This is why you feel like a beginner 𝘥𝘦𝘴𝘱𝘪𝘵𝘦 professional mastery.

You've graduated to a new wealth tier.

But nobody gave you the operating manual.

That's the real knowledge gap.

Not how to make more money.

But how to architect, build, and run your wealth like the top 1% does.

Ready to start managing your wealth like the 1%?

Join me for my upcoming live workshop on Jan 7th.

𝗬𝗼𝘂 𝗰𝗮𝗻 𝗿𝗲𝗴𝗶𝘀𝘁𝗲𝗿 𝗵𝗲𝗿𝗲: https://dub.sh/mN0g8tK

---

Here is what attendees from last months workshop said about it:

𝘐𝘵 𝘸𝘢𝘴 𝘳𝘦𝘢𝘭𝘭𝘺 𝘴𝘵𝘳𝘢𝘯𝘨𝘦 𝘵𝘰 𝘧𝘪𝘯𝘥 𝘴𝘰𝘮𝘦𝘰𝘯𝘦 𝘪𝘯 𝘺𝘰𝘶𝘳 𝘱𝘰𝘴𝘪𝘵𝘪𝘰𝘯 𝘵𝘰 𝘥𝘰 𝘵𝘩𝘪𝘴. 𝘐𝘵'𝘴 𝘵𝘩𝘦 𝘧𝘪𝘳𝘴𝘵 𝘵𝘶𝘵𝘰𝘳𝘪𝘢𝘭 𝘐 𝘤𝘢𝘯 𝘵𝘩𝘪𝘯𝘬 𝘰𝘧 𝘵𝘩𝘢𝘵'𝘴 𝘢𝘤𝘵𝘶𝘢𝘭𝘭𝘺 𝘴𝘢𝘺𝘪𝘯𝘨𝘴 𝘴𝘰𝘮𝘦𝘵𝘩𝘪𝘯𝘨 𝘶𝘴𝘦𝘧𝘶𝘭 𝘢𝘯𝘥 𝘶𝘯𝘣𝘦𝘭𝘪𝘦𝘷𝘢𝘣𝘭𝘦.

- 𝗠𝗮𝘂𝗿í𝗰𝗶𝗼 𝗛.

𝘠𝘰𝘶 𝘫𝘶𝘴𝘵 𝘨𝘢𝘷𝘦 𝘮𝘦 𝘵𝘩𝘦 𝘧𝘳𝘢𝘮𝘦𝘸𝘰𝘳𝘬 𝘵𝘩𝘢𝘵 𝘐 𝘸𝘢𝘴 𝘮𝘪𝘴𝘴𝘪𝘯𝘨, 𝘢𝘯𝘥 𝘐 𝘥𝘪𝘥𝘯'𝘵 𝘬𝘯𝘰𝘸 𝘵𝘩𝘢𝘵 𝘐 𝘯𝘦𝘦𝘥𝘦𝘥.

- 𝗖𝗵𝗿𝗶𝘀𝘁𝘆 𝗪.

𝘐 𝘵𝘩𝘰𝘶𝘨𝘩𝘵 𝘵𝘩𝘢𝘵 𝘸𝘢𝘴 𝘨𝘳𝘦𝘢𝘵. 𝘈𝘯𝘥 𝘐 𝘵𝘩𝘪𝘯𝘬 𝘪𝘵'𝘴 𝘴𝘰 𝘧𝘶𝘯𝘯𝘺 𝘣𝘦𝘤𝘢𝘶𝘴𝘦 𝘵𝘰 𝘮𝘦, 𝘐 𝘸𝘪𝘴𝘩 𝘐 𝘩𝘢𝘥 𝘵𝘩𝘪𝘴 𝘱𝘳𝘦𝘴𝘦𝘯𝘵𝘢𝘵𝘪𝘰𝘯 𝘭𝘪𝘬𝘦 𝘧𝘪𝘷𝘦 𝘺𝘦𝘢𝘳𝘴 𝘢𝘨𝘰.

- 𝗣𝗮𝘀𝗰𝗮𝗹 𝗪.

50% of your net worth in company stock isn't a strategy.

It's gambling.

And I see it constantly with tech executives and entrepreneurs.

They crush it building wealth.

Then they make mistake #2 from this list: keeping 50%+ in a single asset.

Here's why this is so dangerous:

Your income already depends on this company.

Your equity depends on this company.

Your career trajectory depends on this company.

That's not diversification.

That's concentration risk on steroids.

My rule of thumb is 𝘯𝘦𝘷𝘦𝘳 hold more than 10% in any single asset.

Not because I'm conservative.

Because I'm systematic.

Wealth preservation requires different rules than wealth creation.

Most people figure this out after a market correction.

Smart ones figure it out before.

If you're making more than two of these mistakes right now with your portfolio, I'd love to have you at my upcoming live workshop.

On December 17th, I'll be sharing how to architect your own Micro Family Office so you can protect and grow your wealth like the ultra-wealthy.

We've filled up our last two workshops so if you're interested, grab your spot now - we are ~75% full.

𝗥𝗲𝗴𝗶𝘀𝘁𝗲𝗿 𝗵𝗲𝗿𝗲:  https://dub.sh/mN0g8tK

You deal with corporate dysfunction 50 hours a week.

Don't let it infect your portfolio too - let me show you what I mean.

𝗠𝘂𝗹𝘁𝗶𝗽𝗹𝗲 𝗯𝗼𝘀𝘀𝗲𝘀 𝘄𝗵𝗼 𝗱𝗼𝗻'𝘁 𝗰𝗼𝗼𝗿𝗱𝗶𝗻𝗮𝘁𝗲.
Your CPA doesn't talk to your financial advisor. Your attorney works in isolation. Your equity comp specialist has never met your estate planner.
Sound familiar? It's Lumbergh × 8.

𝗧𝗣𝗦 𝗿𝗲𝗽𝗼𝗿𝘁𝘀 𝗳𝗼𝗿 𝘆𝗼𝘂𝗿 𝗺𝗼𝗻𝗲𝘆.
Scattered account statements. Disconnected spreadsheets. No integration. No visibility.
You're making $500K+ but managing wealth like it's 1999.

𝗠𝗶𝘀𝘀𝗶𝗻𝗴 𝘁𝗵𝗲 𝗺𝗲𝗺𝗼 𝗼𝗻 𝘁𝗮𝘅 𝗱𝗲𝗮𝗱𝗹𝗶𝗻𝗲𝘀.
Proactive tax planning? Nope. You find out about opportunities after they've passed.
Costly mistakes that could've been prevented with a simple system.

𝗜𝗻𝗶𝘁𝗲𝗰𝗵-𝗹𝗲𝘃𝗲𝗹 𝗯𝘂𝗿𝗲𝗮𝘂𝗰𝗿𝗮𝗰𝘆 𝗳𝗿𝗼𝗺 "𝘄𝗲𝗮𝗹𝘁𝗵 𝗺𝗮𝗻𝗮𝗴𝗲𝗿𝘀."
"We'll get back to you next quarter."
"That's not really our focus."
"Have you talked to Bob about that?"
Meanwhile your equity concentration keeps growing and nobody has a plan.

Here's what drives me crazy:

You're brilliant at your job. You built serious wealth. You think systematically.

But your wealth management looks like a mid-2000s IT department.

🅧 No strategic plan.
🅧 No integrated operations.
🅧 No accountability.

𝘠𝘰𝘶 𝘸𝘰𝘶𝘭𝘥𝘯'𝘵 𝘵𝘰𝘭𝘦𝘳𝘢𝘵𝘦 𝘵𝘩𝘪𝘴 𝘥𝘺𝘴𝘧𝘶𝘯𝘤𝘵𝘪𝘰𝘯 𝘢𝘵 𝘸𝘰𝘳𝘬.
Why accept it for your million-dollar portfolio???

The ultra-wealthy figured this out decades ago. 

They run family offices.

☑ Strategic vision.
☑ Coordinated team.
☑ Clear accountability.
☑ Operational cadence.


But you don't need $100M and a full-time CFO to implement this.

You need the right Micro Family Office framework.

I'm hosting a free live workshop to walk through exactly how it works.

No corporate BS. Just a proven system.

As of typing this we have 26 motivated people signed up for our upcoming workshop.

𝗡𝗲𝘅𝘁 𝘄𝗼𝗿𝗸𝘀𝗵𝗼𝗽: Jan 7th

𝗔𝗽𝗽𝗹𝘆 𝗵𝗲𝗿𝗲: https://dub.sh/mN0g8tK

---

Here is what attendees from last months workshop said about it:

𝘐𝘵 𝘸𝘢𝘴 𝘳𝘦𝘢𝘭𝘭𝘺 𝘴𝘵𝘳𝘢𝘯𝘨𝘦 𝘵𝘰 𝘧𝘪𝘯𝘥 𝘴𝘰𝘮𝘦𝘰𝘯𝘦 𝘪𝘯 𝘺𝘰𝘶𝘳 𝘱𝘰𝘴𝘪𝘵𝘪𝘰𝘯 𝘵𝘰 𝘥𝘰 𝘵𝘩𝘪𝘴. 𝘐𝘵'𝘴 𝘵𝘩𝘦 𝘧𝘪𝘳𝘴𝘵 𝘵𝘶𝘵𝘰𝘳𝘪𝘢𝘭 𝘐 𝘤𝘢𝘯 𝘵𝘩𝘪𝘯𝘬 𝘰𝘧 𝘵𝘩𝘢𝘵'𝘴 𝘢𝘤𝘵𝘶𝘢𝘭𝘭𝘺 𝘴𝘢𝘺𝘪𝘯𝘨𝘴 𝘴𝘰𝘮𝘦𝘵𝘩𝘪𝘯𝘨 𝘶𝘴𝘦𝘧𝘶𝘭 𝘢𝘯𝘥 𝘶𝘯𝘣𝘦𝘭𝘪𝘦𝘷𝘢𝘣𝘭𝘦.

- 𝗠𝗮𝘂𝗿í𝗰𝗶𝗼 𝗛.

𝘠𝘰𝘶 𝘫𝘶𝘴𝘵 𝘨𝘢𝘷𝘦 𝘮𝘦 𝘵𝘩𝘦 𝘧𝘳𝘢𝘮𝘦𝘸𝘰𝘳𝘬 𝘵𝘩𝘢𝘵 𝘐 𝘸𝘢𝘴 𝘮𝘪𝘴𝘴𝘪𝘯𝘨, 𝘢𝘯𝘥 𝘐 𝘥𝘪𝘥𝘯'𝘵 𝘬𝘯𝘰𝘸 𝘵𝘩𝘢𝘵 𝘐 𝘯𝘦𝘦𝘥𝘦𝘥.

- 𝗖𝗵𝗿𝗶𝘀𝘁𝘆 𝗪.

𝘐 𝘵𝘩𝘰𝘶𝘨𝘩𝘵 𝘵𝘩𝘢𝘵 𝘸𝘢𝘴 𝘨𝘳𝘦𝘢𝘵. 𝘈𝘯𝘥 𝘐 𝘵𝘩𝘪𝘯𝘬 𝘪𝘵'𝘴 𝘴𝘰 𝘧𝘶𝘯𝘯𝘺 𝘣𝘦𝘤𝘢𝘶𝘴𝘦 𝘵𝘰 𝘮𝘦, 𝘐 𝘸𝘪𝘴𝘩 𝘐 𝘩𝘢𝘥 𝘵𝘩𝘪𝘴 𝘱𝘳𝘦𝘴𝘦𝘯𝘵𝘢𝘵𝘪𝘰𝘯 𝘭𝘪𝘬𝘦 𝘧𝘪𝘷𝘦 𝘺𝘦𝘢𝘳𝘴 𝘢𝘨𝘰.

- 𝗣𝗮𝘀𝗰𝗮𝗹 𝗪.

The financial "dead zone" just got bigger.

It used to be $1M-$30M.

Now it's $1M-$50M.

Here's what changed:

Traditional wealth advisors are consolidating clients.

You're one of 363 relationships. 

They don't have time for your complex equity comp questions. 

They don't build custom tax strategies. 

They rebalance your 60/40 and call it a year.

Family offices? 

The barrier to entry keeps rising. 

First it was $30M minimum. 

Now most won't even talk to you under $50M.

So you're stuck in the middle.

Too complex for retail advisors. 

Too "small" for institutional solutions.

This is the Service Desert.

And it's exactly why I built my own Micro Family Office.

Because I needed: 
→ Systematic equity divestiture 
→ Tax-optimized portfolio structure
→ Private deal access 
→ Coordinated CPA/attorney/RIA team 
→ Monthly operating cadence

No wealth advisor was going to build or manage that for me. 

And no family office would take me seriously.

So I learned how Single Family Offices operate and built a lean, tech-powered version for my portfolio.

Now I run my wealth like a business. 

𝗜'𝗺 𝘁𝗵𝗲 𝗖𝗘𝗢, 𝗻𝗼𝘁 𝘁𝗵𝗲 𝗰𝗹𝗶𝗲𝗻𝘁.

If you're in the $1M-$50M range and feel like you're winging it—you probably are.

The traditional system wasn't built for you.

So build your own.

In a few days, I'm hosting a live workshop on how to architect your own Micro Family Office.

𝗬𝗼𝘂 𝗰𝗮𝗻 𝗿𝗲𝗴𝗶𝘀𝘁𝗲𝗿 𝗵𝗲𝗿𝗲: https://dub.sh/mN0g8tK

---

Here is what attendees from last months workshop said about it:

𝘐𝘵 𝘸𝘢𝘴 𝘳𝘦𝘢𝘭𝘭𝘺 𝘴𝘵𝘳𝘢𝘯𝘨𝘦 𝘵𝘰 𝘧𝘪𝘯𝘥 𝘴𝘰𝘮𝘦𝘰𝘯𝘦 𝘪𝘯 𝘺𝘰𝘶𝘳 𝘱𝘰𝘴𝘪𝘵𝘪𝘰𝘯 𝘵𝘰 𝘥𝘰 𝘵𝘩𝘪𝘴. 𝘐𝘵'𝘴 𝘵𝘩𝘦 𝘧𝘪𝘳𝘴𝘵 𝘵𝘶𝘵𝘰𝘳𝘪𝘢𝘭 𝘐 𝘤𝘢𝘯 𝘵𝘩𝘪𝘯𝘬 𝘰𝘧 𝘵𝘩𝘢𝘵'𝘴 𝘢𝘤𝘵𝘶𝘢𝘭𝘭𝘺 𝘴𝘢𝘺𝘪𝘯𝘨𝘴 𝘴𝘰𝘮𝘦𝘵𝘩𝘪𝘯𝘨 𝘶𝘴𝘦𝘧𝘶𝘭 𝘢𝘯𝘥 𝘶𝘯𝘣𝘦𝘭𝘪𝘦𝘷𝘢𝘣𝘭𝘦.

- 𝗠𝗮𝘂𝗿í𝗰𝗶𝗼 𝗛.

𝘠𝘰𝘶 𝘫𝘶𝘴𝘵 𝘨𝘢𝘷𝘦 𝘮𝘦 𝘵𝘩𝘦 𝘧𝘳𝘢𝘮𝘦𝘸𝘰𝘳𝘬 𝘵𝘩𝘢𝘵 𝘐 𝘸𝘢𝘴 𝘮𝘪𝘴𝘴𝘪𝘯𝘨, 𝘢𝘯𝘥 𝘐 𝘥𝘪𝘥𝘯'𝘵 𝘬𝘯𝘰𝘸 𝘵𝘩𝘢𝘵 𝘐 𝘯𝘦𝘦𝘥𝘦𝘥.

- 𝗖𝗵𝗿𝗶𝘀𝘁𝘆 𝗪.

𝘐 𝘵𝘩𝘰𝘶𝘨𝘩𝘵 𝘵𝘩𝘢𝘵 𝘸𝘢𝘴 𝘨𝘳𝘦𝘢𝘵. 𝘈𝘯𝘥 𝘐 𝘵𝘩𝘪𝘯𝘬 𝘪𝘵'𝘴 𝘴𝘰 𝘧𝘶𝘯𝘯𝘺 𝘣𝘦𝘤𝘢𝘶𝘴𝘦 𝘵𝘰 𝘮𝘦, 𝘐 𝘸𝘪𝘴𝘩 𝘐 𝘩𝘢𝘥 𝘵𝘩𝘪𝘴 𝘱𝘳𝘦𝘴𝘦𝘯𝘵𝘢𝘵𝘪𝘰𝘯 𝘭𝘪𝘬𝘦 𝘧𝘪𝘷𝘦 𝘺𝘦𝘢𝘳𝘴 𝘢𝘨𝘰.

- 𝗣𝗮𝘀𝗰𝗮𝗹 𝗪.

🔷 Sandhya Seshadri 🔷

Engineered Capital

Apartment Syndicator helping busy engineers and professionals diversify their portfolio from the stock market into real estate without the liabilities and headaches of a landlord.

I help Engineers make $ investing in apartments passively without Tenants, Toilets, Termites or Trash. No Loans, Liens or Lawsuits to worry about. Diversify from Wall St -> Main St.

Real Estate : John is a busy tech executive with a large portion of his portfolio in the stock market, and particularly in his company stock due to years of accumulating stock options. 

John wanted to diversify but didn't have time to take care of repairs, leasing, maintenance and potential liabilities with being a landlord.

So, John invested in 3 syndications with me, 2 of which have been bought and sold with returns exceeding initial projections. (Every deal is different and carries its own set of risks/rewards).

Oil & Gas: Due to the high interest rates in the past few years, Rita was hesitant to invest in real estate. I don't blame her. But she wanted the tax advantages from depreciation. So Rita invested in oil & gas instead, which can offset her W2 income with the 80% depreciation.

Technology startup : Jeff and I have known each other for over a decade, as electrical engineers. Jeff was not retiring for at least another 2 decades, and was looking for aggressive growth, and didn't need cash flow. He chose to allocate a portion of his investment $ in a technology startup.

One size doesn't fit all. As always, consult with your financial, legal and tax professionals like John and Rita did before making any investments.

"The more you make.. the more you spend" 

Will keep you broke like my friends

Anu and Dev have $500K hi-tech jobs, but are a paycheck away from disaster..

We were friends in college hustling through group projects and Ramen noodles

The success we dreamt of :

- A $2.5M home in Silicon Valley
- Fancy cars in the driveway
- High-paying tech careers
- Kids in private schools
- Weekends in Tahoe
- Instagram perfect

They have it made.. everything an immigrant could wish for in the American dream

However, their take-home pay after taxes is $300K.

Monthly expenses:

• Mortgage: $8.5K
• Property taxes: $2K
• Tuition for two kids: $6K
• Student loan payments: $3K
• Dining / Door dash: $1K
• Car payments: $2.5K
• Groceries: $2K
• Travel: $2K

Left over: $-2K

Lifestyle creep is a serious problem, my friends.

Remember : It's not what you make but what you keep that counts

Do you agree ?

Sandhya Seshadri

Save 30% in 2025 taxes on $100K investment + greater cash flow via Oil & Gas investing 🔹 Trusted by 383 investors 🔹 Speaker and 2X Amazon #1 Best Selling Author

All you people can't you see.. can't you see 🎶 

When you DM me, it feels so spammy

You never read my profile, 
you don’t even try,

I see those sales tricks 
from a mile-high sky.

Digital marketers, brand creators, 
you all sound the same,

But honestly, I’m not here
to play that game.

I don’t need your lending, 
insurance, or tax protest.

No mortgage brokers, 
please give it a rest!

Realtors, life gurus, 
sales experts galore,

I’m just not looking 
for those services anymore.

If I don’t already know you,
or we haven’t met 

Your chances are zero—
let’s not make a bet.

No pitch, no spam, just let it be,

‘Cause if you don’t know me, 
you won’t get my fee.

All you DMs can’t you see., can’t you see 🎶 

My business isn’t won 
by random pleas

If you want to connect, make it real,

Or your pitch will never seal the deal.

P.S. Have you been spammed on LinkedIn?

P.P.S.  Ever heard of Backstreet Boys?

♻ To help spammers spam less.. and the spammed to not feel isolated

99% of the times this is true: Success is better when it's shared
 
Helping others doesn't diminish your success,

If anything, it amplifies it!
 
Sharing has a boomerang effect.
And the world needs more of it!
 
Here's a dozen tips to help you navigate investments:
 
1) Invest only with someone you know

2) Be sure to understand the organization

3) It is ok to say 'NO' when you aren't ready 

4) Identify the decision makers and track record from unbiased sources 

5) Do your homework on the market, asset and team

6) Don’t compromise on your criteria - you’ll regret it

7) Investing is like stock trading.. avoid emotions.

8) A deal is only as good as the assumptions made.

9) Location matters, you cannot move the building! 

10) Invest only in ventures where the risks are acceptable 

11) What external factors can affect the projections?

12) The plan is to not lose money. 

But every investment carries that risk
 
TLDR:
 
Invest in haste. Repent at leisure.  

Do you agree?

People love the idea of having $10K+ in monthly passive income

But always think they'll start tomorrow.

Then they wake up 1,000+ tomorrows later and realize they never did.

- Get Educated 
- Commit to a deadline 
- Find a mentor 2 steps ahead 
- Take action. You’ll be glad you did 

That’s exactly how I did it
Plenty of struggles along the way 
Roof blown. Unit flooded. Apt on fire.

But if you persist long enough 
You’ll make it to the other side

Is it going to be 1 day … or day 1?

I was part of a massive layoff. 500 people.

The irony? I was a verified top-performer.

All my accolades couldn't save me, since the entire business unit was shutting down. 

It was a top-down decision that affected every single employee.

It felt like the corporate career I was building was taken away. 

10 years down the drain. In 1 mass email.

Shouldn't this be more humanized?  

Many other "top performers" were laid off too.

So what did I do?

1. I took stock of my financial situation.
 
2. I realized several of my expenses were just to support the job. Travel. Professional attire. Professional look (hair and nails). I could easily cut down on 25%.

3. My passive investment income was plenty to support my basic living expenses. I didn't necessarily "need" a W-2 income on top of this.

4. I doubled down on investing.

To anyone affected by layoffs and massive shifts in the market, my genuine advice is to start building an income independent of your W-2.

Build it before you need it.

Agree?

P.S. If you know anyone affected by the recent layoffs, send them this post. Appreciate your reposts.

Deal of a lifetime or a train wreck?

You like his post
You like her smile
𝘠𝘰𝘶 𝘧𝘪𝘯𝘥 𝘵𝘩𝘦 𝘤𝘰𝘯𝘵𝘦𝘯𝘵 𝘳𝘦𝘭𝘢𝘵𝘢𝘣𝘭𝘦

She seems so genuine
His videos are so authentic 
(𝘚)𝘩𝘦 𝘴𝘰𝘶𝘯𝘥𝘴 𝘳𝘦𝘢𝘭 𝘢𝘯𝘥 𝘤𝘰𝘯𝘷𝘪𝘯𝘤𝘪𝘯𝘨 

To me, that is good enough.. 
To buy 𝘉𝘰𝘺 𝘚𝘤𝘰𝘶𝘵 𝘱𝘰𝘱𝘤𝘰𝘳𝘯
Or 𝘎𝘪𝘳𝘭 𝘚𝘤𝘰𝘶𝘵 𝘤𝘰𝘰𝘬𝘪𝘦𝘴 

But wiring $100,000?
That took me years to save?
𝘉𝘢𝘴𝘦𝘥 𝘰𝘯 𝘢 𝘧𝘦𝘸 𝘓𝘪𝘯𝘬𝘦𝘥𝘐𝘯 𝘱𝘰𝘴𝘵𝘴?

❌ I don’t think so 

Let’s get back to the basics.,
How much research did you do?
To buy your last appliance or car ?

✅ Ask these questions instead

Have they done this before?
𝘐𝘯 𝘵𝘩𝘦 𝘴𝘢𝘮𝘦 𝘢𝘴𝘴𝘦𝘵 𝘤𝘭𝘢𝘴𝘴 𝘢𝘯𝘥 𝘮𝘢𝘳𝘬𝘦𝘵?

With several full cycle deals?
Meeting or exceeding projections?

What is the source/ bias of your data?
𝑫𝒊𝒅 𝒂 𝒑𝒓𝒊𝒐𝒓 𝑰𝒏𝒗𝒆𝒔𝒕𝒐𝒓 𝒄𝒐𝒏𝒇𝒊𝒓𝒎?

Is it really the next best thing?
Do you truly understand it?

How are their deals doing today?
Any Capital calls or member loans?

How much $ are they investing?  
𝘈𝘧𝘵𝘦𝘳 𝘴𝘶𝘣𝘵𝘳𝘢𝘤𝘵𝘪𝘯𝘨 𝘵𝘩𝘦𝘪𝘳 𝘢𝘤𝘲 𝘧𝘦𝘦𝘴 ?

𝑫𝒊𝒅 𝒚𝒐𝒖 𝒓𝒖𝒏 𝒂 𝒃𝒂𝒄𝒌𝒈𝒓𝒐𝒖𝒏𝒅 𝒄𝒉𝒆𝒄𝒌?
𝘐𝘴 𝘵𝘩𝘪𝘴 𝘱𝘦𝘳𝘴𝘰𝘯 𝘪𝘯𝘤𝘩𝘢𝘳𝘨𝘦 𝘢𝘧𝘵𝘦𝘳 𝘤𝘭𝘰𝘴𝘪𝘯𝘨?

What is the source of the inputs?
Going in to the analyzer spreadsheet?

🗑️ Garbage IN =  Garbage OUT 🚮

———————————————
Download my free checklist 
From my website

Put together a spreadsheet 
Record the answers 

Don’t skip the steps
𝑰𝒏𝒗𝒆𝒔𝒕 𝒊𝒏 𝒉𝒂𝒔𝒕𝒆. 𝑹𝒆𝒑𝒆𝒏𝒕 𝒂𝒕 𝒍𝒆𝒊𝒔𝒖𝒓𝒆 
———————————————-

P.S. Did any of these tips surprise you?

Don’t mistake financial freedom for:

- More zeros and commas
- More cars in your driveway
- More luxury you don't need
- More sq footage in your home

This is just STUFF.

It doesn't make you happy.
It doesn't make you fulfilled.
It doesn't make you satisfied.

It just makes you want more.

Coming from someone who has achieved financial freedom over the last decade...

This is WHY you go after financial freedom:

🔹 Time with family that you can't buy
🔹 Freedom from a W2 paycheck
🔹 Trading desk time for travel 
🔹 Enjoying the short life we have

Time + Freedom = The Real Reason

Don't buy more stuff, buy more time.

P.S.  What is your favorite vacation destination?

Friday fun : fact or fiction ?

I post a ton of educational content
I post a lot of authentic stories 
I post many useful tips 

But this one story got the most reactions and messages of all 

Some friends knew exactly what this vehicle made/model was..

Do you think I bought this vehicle? 
Or simply posed next to it ?

Comment “bought” or “posed” below 👇🏽

Netflix is a $220,000,000,000 empire 

Powered by indecision.

They charge around $15 a month.

People keep subscriptions for years.

The kicker? 

Many spend more time browsing ..
than actually watching 😂

This is the magic of “choice overload.”

Why it works:

The endless library makes it feel like there’s always something worth staying for

The recommendation algorithm keeps you thinking your next favorite show is just one click away

FOMO kicks in whenever a new hit drops

Shared accounts spread the habit without extra cost to you

Canceling feels like giving up a VIP pass to the party

Netflix isn’t chasing maximum watch time per user.

They’re chasing maximum stay time.

That’s how they generate billions in recurring revenue while funding more content than anyone else.

The bigger picture?

They just need you to believe you might.

What other businesses quietly profit from you sticking around?

P.S. Amazon prime,  Netflix or both?

When I immigrated to the US, my dream was stability.

Today, it's stability + flexibility.

In 1990, when I made my way from India to the USA on a student visa, everyone kept talking about the "American Dream".  

The traditional path to financial independence with a W-2 job. 

Everyone was chasing the same goals:

1. Exciting career
2. Financial stability
3. A nice suburban home

Then, recessions happened. COVID happened. A lot has changed in 3 decades.

"Stable" is neither a goal nor a realistic possibility anymore.

In 2025, it's all about:

1. Flexible work hours
2. Financial variety (investments)
3. Flexible workplace / remote options

I wouldn't change my "now" to "then" for anything. 

The flexibility to spend time with my kiddos and my family. 

The school celebrations I can attend because my work hours allow me to pause from work.

Is this today's version of The American Dream?

---

Photo: Me at the airport ....working on my laptop ... at the end of a family vacay… location and time freedom..

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🔷 Sandhya Seshadri 🔷

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Performance Score.css-goub6s{font-size:var(--chakra-fontSizes-md);font-weight:500;color:var(--chakra-colors-gray-600);display:block;margin-top:var(--chakra-space-1);}Christopher Nelson's LinkedIn Performance

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Performance ScoreChristopher Nelson's LinkedIn Performance