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.

Sara Simmonds

CEO Impact Innovator | Helping Purpose Driven Entrepreneurs Scale to $1 Million, $50 Million and Beyond | Follow Me For Systems On Sustainable Growth 🌎

With 100K+ followers, 14 years controlling $ Billion buying budgets generating $200M+ for corporates

Plus $10M+ growth for purpose led founder results and $50M+ in positioned expansion - I built the organic growth system for entrepreneurs I wished existed when I needed it most.

My $150K Lesson:

2007: Co-founded Sharkah Chakra, world's first award-winning impact jeans brand. Featured in Vogue, GQ. Winner/ 30 team members.

The insight: As a $Billion Dollar buyer, I saw what made offers succeed at scale. When I built my own brand, I realized most entrepreneurs don't think like buyers - they think like sellers.

The breakthrough: I stopped asking "What expert should I hire?" and started asking "What would make ME approve this budget?"

The answer: ONE Category of One business - fully integrated, perfectly aligned, impossible to ignore.

That shift changed everything

Impact Innovator OS - The Integrated Growth System

I built ONE system that integrates everything a Purpose Led Entrepreneur needs to scale:

Strategy - Your custom path to scale
Offer - Your Category of One Offer
Sales - Your revenue engine
Mindset - Your breakthrough leadership

Everything in-house. Everything you own. Forever.

My System Results:

£0 to £300K in 12 months without agencies
100K+ organic following through owned systems
Multiple 6-figure months, 40-hour weeks
Zero debt, 100% profitable

Founding Member Results Using This System:

Eugenie & Luis: $1M+ additional revenue
Ami: 0- $300K launch
Carol: $200K Sell out launches and scaling to $30MN
Rachel: $500K funding round achieved 
Jo: $2MN -$4MN Sales Increase 
Marie & Jason: Eliminated $144K agency costs
Alexandra: Closed $75K funding deal 
Paula: Scaled and exited in 12 months
Elizabeth: Ideal to Launch and 18 International Awards, plus Amazon Prime Distribution
Simon: High Ticket Offer launched in 90 days and Best Selling Author of his niche


Founding Member Access (Limited):

▸ Foundation: $15K - Build Your Category of One (12 months)
▸ Scale: $30K - Scale Your Growth System (12 months)
▸ Empire: $60K - Full Integration & Implementation (12 months)

(All programs replace $150K+ in agency costs with ONE in-house system you own forever)
(Limited spots)

For purpose-led entrepreneurs ready to scale to $1M, $50M and beyond as a Category Of One:

▸ Next Masterclass: "5 Systems to Build Your Category of One Business"
▸ Newsletter: Weekly buyer intelligence insights
▸ Strategy Session: 45-min Category of One assessment

→ DM 'SYSTEM' for founding member details
→ DM 'MASTERCLASS' for registration link
→ DM 'NEWS' for newsletter

Business Mentor

My client just sold out a $280K launch in 24 hours (Yes for real)

She achieved this: Using my Buyer Intelligence Systems.

Not fancy ads. Not a huge following. Just billion-dollar buyer psychology applied to her offer.

Here's what she had before we worked together:

Innovative product
Pioneer credentials
Mission-driven vision

Here's what was missing:

Clarity on which offer buyers actually want
How to connect credentials to influence
A system that converts at scale

We fixed all three in 90 days.

The formula? It's the same system I used when I controlled $100M+ in retail buying decisions.

I know what makes buyers say yes at scale. 

Because I WAS the buyer saying yes at scale.

If you're brilliant, purpose-driven, and stuck figuring out what buyers want—this is for you.

I'm sharing the exact formula in my masterclass: 

5 Virtual Unknown Buyer Secrets Monday, November 17th | 12pm CT

https://lnkd.in/dqNVxTFy

This is 10+ years of billion-dollar buyer intelligence in 90 minutes.

Because the world needs what you're building.

Love Sara

Founder Impact Innovator OS | The #1 Integrated Growth System for Purpose Led Entrepreneurs to Scale to $1M, $50M and Beyond as a Category Of One Business

How I learnt the secret of success: Is celebrating each step you make

I used to never celebrate the journey

Until I realised success is one step at a time

Yesterday I was hiking in preparation for Patagonia, and something hit me hard.

I realized the exact moment I learned what real resilience actually means.

It wasn't when I was strong. It wasn't when everything was working.

It was when all I could do was take one more step.

Not the next ten. Not the summit. Just one.

One foot in front of the other. My process. My pace. Nobody else's.

That's when I learned: resilience isn't about being strong enough to see the whole mountain.

It's about being brave enough to just take the next step when that's all you can see.

My business didn't grow because I had it all figured out. It grew because on the days I couldn't see the path, I trusted my process anyway. 

One client. One call. One small decision at a time.

Your breakthrough won't come from having the whole map. It won't come from being where someone else is.

It comes from taking your next step. Even when - especially when - that's all you can manage.

The summit takes care of itself when you honor the step in front of you.

Commit to what you hate, not just what you love

I used to hate content.

Not because I couldn't do it. Because it felt like a waste of time.

My ego told me: "You're a buyer. A business woman. Not a content creator."

I was ready to throw it in. Get AI to do it. Outsource it to an assistant.

And then I said my mantra:

NO.

Show up for yourself first.

Learn for yourself first.

Build ALL the parts of your system for yourself first.

Because I know that not doing that is the fastest way to failure.

And also because I AM my product.

I don't just say things to my clients. I do what I say, not just say what I do.

So I committed. 30 days straight. Even though I resisted every single day.

The moment I got it done - even though it wasn't brilliant - everything shifted.

New scale-up ideas flowed.

Opportunities opened up.

Everything clicked.

But most importantly?

I realized I had let go of imposter syndrome.

Because doing that "dirty work" - the thing I resisted, the thing my ego said was beneath me

 - THROUGH THE PROCESS, I HAD BECOME.

Not by outsourcing it.

Not by AI-ing it.

Not by avoiding it.

By DOING it.

Here's what I know now:

The thing you're resisting in your work? That's not a block. 
That's your breakthrough.

The thing your ego says you're "too good for"? 
That's where you become who you need to be to scale.

The work you want to delegate before you've mastered it yourself? 
That's the exact work that will transform you.

Commitment isn't just about showing up for what you love.

It's about showing up for what you hate - because that's where you become.

I became the founder who could scale by doing the content I resisted.

What are YOU resisting that's actually your breakthrough?

Together we will transform our world.

Commit to what you hate as well as what you love 

Packing for Patagonia made me cry this morning.

Not because I'm sentimental.

Because my suitcase just showed me the living visual proof of the impact I make

And we make here at Impact Innovator OS

I'm taking 6 of our founders with me - not literally, but packing their genius in my case

Six founders. Six category-of-one brands. All are coming with me to the edge of the world.

I have in my suitcase: products, books, and coaching from the innovators I mentor.

Let's have a look at the IMPACT inside out:  

Carol Chyau - Carol's Category Of One Premium Yak Jumpers - to keep warm and stylish hiking

A year ago, Carol was "just" making sustainable jumpers. Now her yak wool is having $200K sell out launches, and is worn by the worlds to influencers 

Kristi Mayfield,- Kristi's Wine as a social power skill coaching wheel - to taste the best of Argentina

Kristi was "a brilliant wine educator" when we met, and now, 60 days later has launched

The number 1 network for wine as a social power skill in the US..

Vanessa Marshall - Vanessa's B CORP Impact shampoo in a bar - so I can travel light 

Vanessa had a brilliant impact beauty brand Jack59, figuring out how to scale to the next level. 90 days later, we have her game plan in place to double sales next year!

Simon Luthi - Simon's Personal Transformation book of the year - Rocket Shaman

Simon, when we met, was pioneering a brand new method of energy based executive coaching, together we simplified his innovation, now he is scaling 5 figure deals, and selling his services to the world's top 1%.

Jeannie Barsam - Jeannie's Not for Profit Gifing Brands - Collections from brands all sales go to charity

Jeannie had been running a not for profit for a few years, figuring out the best way to scale her genius. Together in 90 days, we have helped Jeannie scale to attract billion dollar partnerships, and have a roadmap in place to scale donations by millions    

Alexandra Merlino - Alexandra B Wild Play Longer  Outside Impact Sunscreen 

Alex is a passionate diver, hiker, and skin cancer survivor, we bonded over love of the outdoors and the lack of brilliant sunscreen - high quality and high impact. Together through Impact OS Alexandra has already raised £340K in funding and is set for an awesome launch next year in 2026!   

I am so proud to be taking each founder's genius with me, and proud to be part of their brilliant scaling impact. 

This is the transformation I help purpose led founders create:

Our members become friends together with each other and with me.

Because we all believe

Together we will transform our world

Love Sara

Ready to join us? DM Tribe to find out more

Out of office. Zero Slack. Zero client calls. Zero "quick questions."

My business is scaling without me.

Today is my first official day hiking in Patagonia, and this post is going out without me touching a thing.

Here's what's happening while I'm off-grid:

My team of 5 is running Impact Innovator OS.

My masterclass funnel is converting at 40%.

My clients are getting transformed through our frameworks.

My content is going out on schedule.

All without me touching a single thing.

This isn't a flex. This is what systems are actually FOR.

Most founders build systems to do MORE work.

I built systems so I could completely CHECK OUT.

Here's the billion-dollar buyer intelligence  Category-of-one founders know:

Your business isn't scalable if it can't run without you for a week.

Not "kind of run."

Not "survive."

Actually SCALE.

So here's my challenge for you:

Could your business scale for a week without you?

If not, you don't have a business. You have a job with extra steps.

The frameworks that make this possible:

✓ Masterclass funnel that converts without you on the call
✓ Team that owns outcomes, not just tasks
✓ Content systems scheduled weeks in advance
✓ Client delivery that doesn't depend on YOUR calendar

This is what 7-figure operations actually look like.

Not busier. FREER.

Enjoy this post. It went out while I was watching the sunrise over the Andes. 

If your business can't run without you, it will never scale beyond you 

DM Masterclass to find out how it's done

Why Amazon rejected me (and why I'm so glad they did)

Years ago, I interviewed at Amazon.

Final round.

They loved my buyer intelligence - the deep intuition to know WHAT in a brand or founder makes them sell and scale.

But in the end, they said no.

Why?

They wanted someone "data-driven."

I was "intuition-driven."

I even told them in the interview: "You need more high-impact offers with strong visual appeal - not just more stuff for stuff's sake."

They wanted rules. Systems. Data models that could be replicated.

I wanted to trust the intuition I'd been building since I was 5 years old - helping my Dad choose his sell-out brands.

That intuition isn't pointing a finger in the wind and praying.

It's buyer pattern recognition built over decades. It's billion-dollar buyer intelligence that sees what data misses.

Here is what I see data misses:

The cultural shifts before they show up in numbers
The founder energy that creates movements
The purpose that makes brands irreplaceable
Quality over quantity - high-impact over endless SKUs

Amazon chose data over intuition.

I walked away grateful.
Two weeks ago proved I was right.

Amazon laid off 14,000 people.
Most of them were brilliant at their jobs. That's not why they got cut.

Here's what actually happened:

They got cut because of commoditization.
The exact thing I warned them about in that interview.
When you optimize for "more stuff for stuff's sake," everything becomes replaceable. Including the people making it.

When your business model is built on endless commoditized products, AI can do that. Systems can do that. You don't need human intuition or judgment.

But when you build high-impact, Category-of-One offers with purpose?

You become irreplaceable.

The Old Way: Corporate Reality

Even "good" employees are getting cut
AI + "bureaucracy reduction" = you're expendable

Commoditization = anyone can do your job

The New Way: Purpose-Driven Reality

YOUR mission can't be replaced by AI
YOUR vision IS the business
You're building something that MATTERS, not just margins

Category-of-One = only YOU can do this

The Difference:

Amazon: 14,000 people woke up expendable
Purpose-driven founders: Wake up ESSENTIAL to their mission
Corporate: Optimize for quarterly profits
Purpose: Optimize for impact + sustainability
Commoditized business: Replaceable
Category-of-One business: Irreplaceable

This is why I chose to build my own purpose-driven business instead.

Because I knew I'd always be expendable there.

Those 14,000 Amazon employees? Talented. Skilled. Committed.

But they were building someone else's commoditized dream.

I chose to build my own Category-of-One mission.

And now I help purpose-driven founders do the same: become so essential to their market that they can never be replaced.

Not just another business. A mission only YOU can lead.

Ready to become irreplaceable? Join my masterclass Monday, November 17th, 12pm CT: 

https://lnkd.in/dqNVxTFy

Trust Your Intuition 

People often ask me my secret to helping founders sell out (here it is in 60 seconds)

People decide whether to buy you (or not) before they meet you.

My job for over a decade was to hunt out cool founders and brands and give them 6, 7, and 8 figure orders in the process.

Thousands of founders would bang on my door, and I would ignore them.

The one secret that made me buy - those who had a community of raving fans.

When you build that community, people hunt the world for you.

That's why I hunted out the coolest founders from the basements of Berlin (and your clients will too).

Those Berlin basement founders weren't trying to be seen everywhere. 

They had cult status among the buyers who mattered. 

That's what made them irresistible - and expensive.

This is exactly what I teach my clients to build. Not mass visibility. Cult status with your Dream 100.

The Dream 100 Formula:

Element 1: Category-of-One Thought Leadership

Become THE voice your Dream 100 follows (not one of many)

Element 2: Movement Building

Create strategic content and events - they feel part of something bigger

Element 3: Strategic Partnership Network

Credible leaders amplify your reach 24/7 - network effects compound your authority

Element 4: Founder-Led Sales System

Everything connects: your leadership → your movement → your partnerships → 24/7 inbound sales

When these 4 elements integrate, you stop chasing. You build a movement that sells 24/7.

Real status isn't about being seen by everyone. It's about being found by the right people.

Your Dream 100 is hunting for you right now.

Sign up to my newsletter to discover how to make sure they find you.

https://lnkd.in/dsVQABvv

Build Your Raving Fans In 60 Seconds

My client https://lnkd.in/d4TNyHCu Simon Lüthi just hit Best Personal Transformation Book of 2025.

We met on Zoom. Him in Seattle. Me in London.

And within the first 15 minutes, I felt it.

That energy that says: this founder is going to change the world.

Simon had created something pioneering - Transmutation Design™. Bringing energy work to corporations. Teaching leaders how to lead without burning out.

He'd lived the journey. Corporate executive → cancer → self-healing → building an entirely new methodology.

But here's what he told me on that call:

"I can't get people to understand what I do. I know it works. I've transformed my own life and my clients' lives. But I can't simplify it."

30 days later, we had it.

His Category-of-One. Crystal clear.

Not through a course. Not through an accelerator.

Through personal 1-1 work with me and the Impact Innovator OS peer group community

Where I could see him, feel his energy, and pull the thread that made everything click.

The breakthrough in 30 days:

Transmutation Design™ - defined and scalable
How to develop Intuitive Intelligence for executive decision-making
The framework Top 1% leaders trust
The positioning that opened global doors

The results in 60 days:

Best Personal Transformation Book of 2025
#1 New Release
High-ticket deals flowing
Top global partners reaching out

This is why I only invite 2 new founders to join Impact Innovator per month.

Because this level of breakthrough clarity doesn't come from templates or group coaching

It comes from personal 1-1 work where I can see YOUR specific genius and help you make it scalable.

Simon is now transforming how corporations lead.

And it started with one Zoom call where I saw what was possible.

Want to see what transformation looks like?

Read Simon's book "Becoming the Rocket Shaman": https://a.co/d/hGUzIGK

Then join my masterclass to build YOUR Category-of-One: Monday November 17th, 12pm CT: https://lnkd.in/dqNVxTFy

Together we will transform our world.

A friend calls me 'Stara' - Sara + star. I light up every room I enter. 

Not because I'm performing, but because I stopped proving.

Here is how I started to operate from self love rather than self loathing, proving or trying

I used to think magnetism came from doing more, being more,  or trying more

I thought if I just worked harder or closed that next deal

I would feel worthy, but it never happened

The more I tried to feel worthy by achieving, the less I achieved    

Then I realised: buyers don't choose you

UNTIL YOU CHOOSE YOURSELF

When I began to choose myself

Buyers choose me  because they FELT I was honouring my own light

Here are my 7 light warrior mastery tips for you

Implement them (and thank yourself later) 
 
1. Make decisions from your throne, not the gallery. You're not trying to earn the seat - you're already in it.

2. Stop treating your spiritual practice like a side hobby. 

My 1-2 hours of Buddhist chanting daily isn't "woo woo" 

It's the foundation that enables me to shine my light on the world.

3. Build relationships that nurture you, and do not extract from you.

Real radiance attracts =  real relationships. 

My top 1% network exists because we elevate each other, not use each other.

4. Understand that elevating your  consciousness and results aren't separate. 

Make time to do more elevating and receive more results = Simple Math

5. Stop asking "Am I enough?" and start asking "Is this a match for my frequency?" 

Not everyone gets access to your light; protect it.

6. Become known as number one in your purpose. Not by shouting louder, but by integrating your own light deeper.

7. Realise: the work you do on yourself IS the work that scales your business. 

They're not two paths. They're one becoming.

The moment I stopped proving my worth and started operating from it? 

My Results upgraded. My team upgraded. My entire reality shifted.

Not because I learned a new strategy. Because I let go and allowed my light to shine

This weekend, allow yourself permission to let go and allow your light to shine.

And ask yourself 

What would change if you stopped proving and started being? 

For more insights, sign up for my Impact Innovator newsletter here:

https://lnkd.in/dsVQABvv

Together, we will transform our world

Love Sara

My 7 Light Warrior Tips To Scale

Your Purpose Is Your Compass To Success When The World Feels Like It's Spinning Out Of Control (Like Now)

Read the news, and you'd never get out of bed.

(That's why I stopped reading it years ago.)

With the right formula to share your purpose with the world, you thrive and scale 24/7, no matter what is going on

Even if the zombies come! :)

Here is my advise: Proven over 20 years choosing which brands people buy and don't buy

If you want to scale, go INWARD to the heart of your unique innovation - and simplify it, that is what your dream buyers want.

Stop listening to the jungle drums of uncertainty and fear from the media, from well meaning friends, from family.

Start listening to really hard facts on purpose-driven data.

Here's what the data shows:

Purpose-driven businesses: 31% hit double-digit growth

Everyone else: 21% PWC

And this was WHILE the market dropped from 43% to 25% overall, PWC

Translation: When things get harder, the purpose gap gets WIDER.

Why purpose wins in chaos:

IBM's purpose: "Make a connected world smarter" 

Result: This mission became the focus of 25% of their research in year one - salesforce

Their Smarter Cities mission innovation delivered:

Stockholm: 22% traffic reduction + $92M revenue gain Salesforce
Malta: 15% water savings, 25% energy reduction salesforce
100+ cities transformed
Here's what billion-dollar buyer intelligence taught me:

When you can't see the path forward, purpose becomes your decision filter.

Most founders spin-chasing every lead, every trend, every "strategy."

Category-of-one founders ask ONE question: "Does this align with my unique purpose?"

That keeps you moving forward while everyone else panics.

Your unique purpose is your secret sauce to 7 and 8 figures.

Not your framework.

Not your funnel.

Your PURPOSE is what buyers actually want.

If you want to supercharge your results, the data is clear:-

Stop listening to the jungle drums of fear.
Start leaning into what makes you a category-of-one.

To get clarity on your unique purpose, DM "CLARITY" and I'll send you a private invitation to our upcoming masterclass.

The world wants YOUR purpose, turned up loud FACT

Purpose Your Key To Success

This is what purpose looks like in action. 💚

Together we will transform our world

Love Sara

Why do brilliant founders stay invisible, while others with weaker offers become no.1?

I have spent years uncovering what makes billion-dollar buyers choose one purpose led business over every other.

On November 17 at 12 PM CST, I'm hosting a live private masterclass revealing the 5 virtually unknown secrets that make customers choose your offer instantly

AND actually buy what you’re selling.

Here's what you'll learn:

1.⁠ ⁠Why being “different” keeps you stuck and what buyers really use to decide who wins the deal.

2.⁠ ⁠How some founders sell out $200K launches in 24 hours (without ads).

3.⁠ ⁠The 2 hidden secrets that make growth sustainable instead of a one-time spike.

This isn’t just another boring marketing class.

This is a live behind-the-scenes breakdown of the exact buyer psychology I've used to approve $100M+ in deals.

It's the same frameworks that have helped hundreds of purpose-led founders have the roadmap to scale to $1M to $50M and beyond without the need for outside experts.

👉 Seats are limited.

Register now and get the pre-video series before the live session.

Save your seat here: https://lnkd.in/daGbCRjA

Hamza Abuqalbeen, Damini Chomal and 13 other attendees

5 Billion-Dollar Buyer Secrets That Make Customers Choose You

This time next week, I will be starting a hike in El Chalten Patagonia Fulfilling a life Dream

To walk the path of innovators

I made myself this dream 10 years ago when I wanted to quit being a purpose led founder

Here is what saved me

The Innovator: Yvon Chouinard who founded Patagonia the $Billion Dollar Brand

Chouinard was a broke mountain climber not a business person with a desire to get rich

He simply had a dream to climb mountains

So he taught himself blacksmithing and made awesome mountain equipment.

His friends wanted them. He sold them from his car for $1.50 each.

He didn't set out to build a billion-dollar company.

He just refused to compromise what mattered to him.

When being a purpose led founder got tough for me,

And every bone in my body wanted to quit

I remembered Yvon famous words

"Impossible is the lamest of excuses" Yvon Chouinard

And I realised quitting does not make life easier

It just delays your dreams from being realised - because your dreams don't quit

They keep going back to haunt you - until you realise them

What stopped me from quitting was realising

Everything is "figurable outable" - Including how to build sustainable growth

Like Yvon for mountain climbers, I did the same for purpose led founders

When there was no roadmap for what I wanted to achieve, and help founders achieve

I figured out the roadmap over 10 years

And build the solution - Impact Innovator OS

What would you do if you knew your purpose was the path not the obstacle?

My Systems = Permission To Let Go

Systems aren't about control.

They're about permission to let go.

Most founders think systems mean MORE structure, MORE rules, MORE micromanaging.

They're building prisons, not processes.

Here's what I know with billion-dollar buyer intelligence:

The best systems don't need you watching them.

They need you TRUSTING them.

I just spent a week in Patagonia. Zero Slack. Zero check-ins.

My team ran the business.

My masterclass converted at 40%.
My clients got a transformation.
My content went out flawlessly.

Not because I had cameras on everyone.

Because I built systems that give my team permission to OWN their outcomes.

The difference between control systems and freedom systems:

Control systems: "Here's exactly how to do it, check with me before every decision"
Freedom systems: "Here's the outcome we need, here's the framework, you own the how"

Control systems: Team waits for your approval
Freedom systems: Team makes decisions and moves forward

Control systems: You're the bottleneck
Freedom systems: You're irrelevant to daily operations

That last one? That's the goal.

This is the shift:

Stop asking: "How do I build systems so I know what's happening?"
Start asking: "How do I build systems so I don't NEED to know what's happening?"

Your business will scale the day you become irrelevant to its daily operations.

Not because you abandoned it.

Because you built systems that give everyone else permission to own it.

That's not losing control. That's gaining freedom.

You have the power to protect your peace

I knew my billion-dollar buyer secrets were powerful (Join me at 12 PM CT time today LIVE)

I will be sharing all 5 secrets with you:

How you can get more customers to buy your purpose led offer ( while doing less) 

Why?

Your success is what drives me. 

Watching you break through, exit successfully, own your positioning, regain your confidence, this is why I built these systems.

Here are some of our recent 5 Star Trust pilot  Reviews

"I used Sara's knowledge to fine-tune elements which were decisive for the sale. I exited successfully while taking my company to the next level."
– Paula

"With Sara's support, we confidently stepped into a 'category of one' position—owning what makes our brand distinct and valuable. Within weeks, we were executing with focus and seeing measurable traction."
– Vanessa

"Sara's guidance helps you regain confidence back in your very own unique business value proposition."
– Sarita

"Sara's focused guidance helped me reconnect with the deeper purpose behind my work and articulate my value with much more confidence."
– Pramila

If you want the same results, join us today at 12 PM CT.

I'm teaching the 5 Billion-Dollar Buyer Secrets that get more customers to buy your purpose-led offer.

https://lnkd.in/dqNVxTFy

Sara

Mountains don't apologize for taking up space.

Neither should you.

Before I start working with founders many feel like this 

(and its natural by the way, its an old in built operating systems that needs to change)

They shrink their offers to feel "more accessible."

They soften their prices to avoid "being too much."

They dim their genius to not "intimidate" people.

Here is why that old operating system needs to change:

Working as a  billion-dollar buyer taught me this:

The most magnetic founders never apologize for taking up space.

Not because they're arrogant.

Because they know their PRESENCE is their value.

Mountains don't say:

"Sorry for being so tall."

"Maybe I should be smaller so you're more comfortable."

"Let me make myself less imposing."

They just ARE.

Solid. Unmovable. Unapologetic.

Today embrace this: You are allowed to:

Charge premium prices without justifying them

Have standards that eliminate 90% of people

Take up space in your industry

Be too much for some people

Shine without dimming for anyone's comfort

Stop asking permission to take up space.

Just take it.

Most founders think they need better branding, more content, or a “stronger niche” to convert buyers.

But that’s not why they’re being ignored.

Meanwhile, competitors with weaker offers…
smaller audiences…
and zero differentiation…

Are closing deals faster.

After spending years in high-level rooms where multi-million-dollar buying decisions happen, I learned something most founders never hear:

Buyers don’t choose the most impressive offer.

They choose the offer that triggers 5 specific psychological buying switches.

And almost no one is using them.

On December 8 at 12 PM CST, I’m hosting a private masterclass where we’re breaking down these 5 buyer switches in detail.

Not theory.
Not generic “positioning advice.”
But the exact mechanisms top buyers use to say yes - fast.

Here’s a preview of what you’ll learn:

1. Why “standing out” is often the reason you’re NOT getting chosen, and what buyers actually look for instead.

2. The strategy behind founders who sell out 200K launches in a single day without ads, funnels, or giant teams.

3. The hidden systems that turn unpredictable sales into steady, compounding growth.

These are the same frameworks I used to greenlight over $100M+ in deals, and founders have used them to scale from $1M to $50M without burning cash or hiring bloated agencies.

This masterclass is not public, and seats are extremely limited.

Everyone who registers gets access to the pre-training video series before we go live.

🔗 Reserve your spot: https://lnkd.in/dqNVxTFy

If you sell expertise, transformation, or innovation, don’t miss this. This one session could change how buyers see you forever.

Don't Fake It Till You Make It"

Starbucks just admitted what most brands won't:

Their purpose strategy misfired.

CEO Brian Niccol told Axios: "We had this strategy that was just a misfire of a purpose-driven store. It's like, well, the purpose is community connection. I think that's what got us off our game." TheStreet

Wait.

A $103B company with 40,000+ locations worldwide just said their PURPOSE got them OFF their game?

Here's what happened:

Starbucks tried to be everything to everyone.

Purpose became so broad it meant nothing.

Community connection? Great. But if your baristas can't make coffee fast enough, you've lost the plot.

Niccol's fix?

Go back to basics. "Above all else, a coffee company." Craver

This is the billion-dollar buyer intelligence lesson:

Purpose isn't about adding MORE missions to your business.

Purpose is about knowing your ONE thing so clearly that every decision flows from it.

The difference between purpose-washing and purpose as your operating system:

Say No To:- Brands trying to save the world while their core product suffers

Say Yes To: Brands whose purpose IS their product excellence

Look at Patagonia:

They don't talk about being a clothing company that cares about the environment.

They're an environmental company that makes clothing to fund the mission.
See the difference?

One is purpose bolted ON.

One is purpose built IN.

Most founders make Starbucks' mistake:

They add purpose to their pitch deck, their website, and their social posts.

But their operations? Still running on old systems that contradict everything they claim to stand for.

Category-of-one founders don't fake purpose till they make it.

They BUILD their entire business FROM purpose.

Every hire. Every offer. Every client decision.

Either it aligns with your purpose, or it doesn't belong in your business.

Don't fake it till you make it.

Make it real, or don't make it at all. 

Sign up to my newsletter here, for weekly strategic  on how to Be Impactful

https://lnkd.in/dsVQABvv

Read this if you want to stop  feeling like walking through GOOP growing your business 

$2M+ business.

And the founder wanted to quit.

Not because there business wasn't profitable.

Because every day felt like walking through GOOP.

Heavy. Sticky. Exhausting.

Never breaking through to the other side.

Here's what I heard on our first call:

"I'm working 60+ hour weeks. 

My offers convert, but they feel... generic. 

My thought leadership? Non-existent. 

I'm just another founder saying the same things everyone else is saying."

"I feel like I'm wading through mud. Every single day."

The problem wasn't work ethic.

The problem was no CATEGORY-OF-ONE positioning.

No billion-dollar buyer intelligence telling her what to say yes to and what to walk away from.

Just endless tasks, endless clients, endless sameness.

We worked together for 6 months.

Here's what shifted:

BEFORE: Walking through GOOP

Felt invisible in a crowded market
Working harder, not smarter
Burnt out from trying to be everything to everyone
Thought leadership? What thought leadership?

AFTER: Thriving in clarity

Category-of-one positioning that makes her MAGNETIC
Optimized offer that converts without her on every call
Team that owns outcomes, not just tasks
Thought leadership that positions her as THE expert

The difference?

This founder stopped trying to compete.
Started leading from unique genius.

The transformation:

Heavy → Light
Stuck → Flow
Invisible → Magnetic
Exhausted → Energized
Generic → Category-of-One

Same business. Different operating system.

Here's what I heard after 6 months:

"I finally feel like I'm running my business instead of my business running me. 

I'm not walking through GOOP anymore. I'm flying."

This is what's possible when you stop:

Trying to do what everyone else is doing

Working harder to prove your worth

Building offers that require YOU to deliver everything

And start:

✓ Operating from your category-of-one positioning
✓ Leading from inherent worth, not proving worth
✓ Building systems that give you permission to let go

Change the system. Change everything. 

One Day Or Day One You Decide

Most founders think they need a louder brand, a prettier website, and a “unique offer.”

That’s why they stay invisible while weaker competitors jump to the front of the line.

I spent years inside billion-dollar buyer rooms watching how decisions actually get made. 

And the truth is wild. 
Buyers don’t choose the “best” offer. 

They choose the offer that hits 5 very specific psychological triggers (nobody talks about).

On December 8 at 12 PM CST, 
I’m running a private masterclass.

We are revealing all 5 secrets.

Not the surface-level stuff. 

The real levers that make someone choose you instantly and confidently hit purchase.

Here’s a taste:

1. The real reason “being different” backfires and what top buyers use to decide who wins the deal.

2. How certain founders sell out 200K launches in 24 hours with zero ads or fancy funnels.

3. The 2 hidden mechanisms that turn growth from random spikes into momentum.

This is the playbook I used to greenlight more than 100 million in deals.

Founders have used these frameworks to scale from 1M to 50M.

Without hiring a giant agency.
Without burning money on guesswork.

Seats are limited.

This masterclass will not be public.

Register now to unlock the pre-video series before the live session.

Save your seat: https://lnkd.in/dqNVxTFy

Salih Safdar, Nathan Noble and 49 other attendees

Mon, Dec 8, 11:30 PM - Tue, Dec 9, 12:00 AM IST

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The Battle

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