Maya Grossman 💪 Career Success Coach

I will make you VP | Executive Coach and Corporate Rebel | 2x VP Marketing | Ex Google, Microsoft | Best-Selling Author

Hey, I'm Maya 👋
At the age of 27 I hit rock bottom - I completely burnt out trying to overwork my way into a promotion. 
Fast forward 15 years and I gained 10 promotions, worked for companies like Microsoft and Google, landed two VP roles at hyper growth startups, earned high six figures and actually enjoyed my 9-5.

What changed?
I stopped letting my career happen to me, and instead started managing it like a business.
I learned what it really takes to break through to executive roles, stopped making the mistakes that were holding me back, and developed the executive skills that got me noticed.

Today I am an executive career coach and my goal is to help you demystify what it takes to break through to executive roles, and build the bridge between where you are today, and where you want to be in your wildest dreams.

I want to save you the time, effort, and headache of figuring it out on your own and give you the playbook for achieving anything you want in your career.

My mission? To empower 1,000,000 high achievers to build the career of their dreams.


My brag list:

→ International best-selling author. Ranked  #1 new release for career books on Amazon.

→ 150,000+ followers across platforms, 70M views for my daily career advice
 
→ LinkedIn instructor (34,000 + learners, 4.7/5)

→ Named top 50 rising experts (US) and top 12 in Austin in 2023

→ Coached hundreds of high achievers to success on their terms​


If you are ready to level up in your career:

JOIN MY WEEKLY NEWSLETTER: Become VP Ready in 10 Minutes Per Week

Win the corporate game in 2025. Join 50,000+ high achievers receiving weekly actionable guides and proven strategies to level up into executive roles in months not years. 

www.mayagrossman.com/email


SUCCESS BUILDERS: BECOME THE OBVIOUS VP - 3-MONTHS GROUP COACHING PROGRAM

The exact steps to level up from Director to VP in months not years, without an MBA or working 80/h weeks

www.mayagrossman.com/SB


PRIVATE 1:1 COACHING

For senior executives who want to become first time VPs, or crush their first VP role.
I only offer 5 spots quarterly, and they require a 6-months commitment.

DM me for details.

Founder, Maya Grossman Consulting

Maya Grossman

You’re not too quiet.
You’re just being careful and it’s costing you visibility.

If you’ve ever held back in a meeting because you didn’t want to come off as “too much,” this is for you.

You don’t need to be louder. You need to be clearer.

Try this line next time you have a strong POV:
“I see it a little differently, can I walk you through my thinking?”

It signals confidence, respect, and strategic thinking, all without raising your voice.

You don’t get promoted for being agreeable.
You get promoted for leading conversations, not tiptoeing around them.

What’s one phrase you use to speak up with authority? Drop it below.

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Here is the link to the episode:
https://open.spotify.com/episode/6ebCBzi8Hi0uem5UHtzfcZ

This conversation is what happens when two former executives spill the best kept secrets about what it really takes to level up. 

I stopped getting more stuff done at work.
And that’s when my career finally started to move.

For a long time, I thought growth came from being helpful.

Saying yes.
Fixing problems.
Taking on work outside my role.

I was a marketer.
But I was also helping IT, managing company events, and responding to every “can you help with this?” request that came my way.

I was busy all the time.
Exhausted.
And still not getting pulled into bigger conversations.

What I didn’t understand at the time was why all that effort wasn’t translating into bigger opportunities.

The moment everything changed wasn’t burnout.

It was watching other people get promoted.

They weren’t working longer hours.
They weren’t saying yes to everything.

So I started paying attention.

They didn’t jump in to fix everything.
They talked about their thinking, not just what they delivered.
They were selective and intentional with their time.

So I tried it.

I stopped rescuing.
I stopped saying yes by default.
I stopped proving my value through output alone.

And it felt uncomfortable.
It went against everything that had worked for me before.

But here’s what surprised me.

No one thought I was less committed.
No one questioned my value.

Instead, people asked for my opinion.
They pulled me into conversations earlier.
They treated me differently.

That’s when it clicked.

At senior levels, doing more doesn’t help you stand out.
It just keeps you busy.

If you’re delivering results and still not moving up, the answer probably isn’t more effort.
It’s a different way of showing up.

What’s one thing you’ll stop doing to break the cycle?

I stopped getting more stuff done at work

If you keep hearing “be more strategic,” try this next time you speak in a meeting:
Stop giving updates. Start making calls.

Use the 3-line template:
My recommendation is...
Because...
The tradeoff is…

This is one of the simplest ways to sound more senior fast.

Want the full breakdown of the 3 invisible mistakes keeping high performers below VP?
DM me VP and I’ll send you my free masterclass

Let me normalize something about senior leadership.

I didn’t get to VP by being perfect.

In fact, I’ve made mistakes that cost companies hundreds of thousands of dollars.

I’ve backed the wrong campaigns.
Missed targets.
Made bets that set teams back months.

I’ve walked into senior leadership meetings confident... and then completely frozen.

Once I literally couldn’t get a single word out.

I’ve missed deadlines I owned.
I’ve mishandled people.

Not because I didn’t care, but because I didn’t yet know how to lead at the level the role required.

I’ve lost my temper.
I’ve gotten into real fights with my CEO.

None of that looks great on a highlight reel.

But these screw-ups taught me the most.

But here’s what people don’t tell you early in your career.

Executives are not the people who never mess up.

They’re the people who learn how to recover, take ownership, and make better calls next time.

Those mistakes taught me:

- How to make decisions with incomplete information
- How to stand back up after public failure
- How to repair trust when you’ve damaged it
- How to lead people when you don’t have all the answers yet

Perfection never made anyone VP.

Judgment did. Accountability did. Growth did.

If you’re waiting to feel flawless before you aim higher, you’re playing the wrong game.

I break down how senior leaders actually develop this judgment, without burning themselves out or pretending they’ve never failed, in a short, pre-recorded masterclass: https://lnkd.in/gG8GnY4Y

“Keep doing what you are doing” is one of the most dangerous compliments in corporate.

Because it usually means you’ve become invaluable inside your scope.

And the VP role is literally the opposite of that. It requires you to:

- make calls that impact the whole business
- influence people you don’t manage
- drive outcomes that sit across teams

So the shift isn’t “work harder” or “be more visible.”

It’s this: stop positioning yourself as the person who executes flawlessly in their lane, and start positioning yourself as the person who can influence at the next level.

If you want the full breakdown of what keeps high performers stuck (and how to become VP-ready) watch my free masterclass: https://lnkd.in/gG8GnY4Y

Keep doing what youre doing is a ceiling not a compliment

You’re “killing it” but still stuck at Director, here’s the uncomfortable truth:
You might be making yourself look like the most valuable doer in the room.

Quick test. Last two weeks:

- Did you make a recommendation?
- Did you name the risk or tradeoff?
- Did you ask for a decision?

If you’re mostly giving updates, leadership can’t see you at VP yet.
We can change that.

DM VP and I’ll send you my free masterclass: the 3 mistakes that keep high performers below VP and what to do instead.

I didn't promote one of my strongest team members.
And it was one of the hardest decisions I ever made.

She was brilliant. Kind.
Deeply committed.
The kind of person every leader wants on their team.

So when promotion season came around, I wanted to champion her.
But I couldn't.

Not because she wasn't capable.
Not because she didn't work hard.
Not because she lacked potential.

I couldn't promote her because she was still operating like an individual contributor... in a role that required an executive.

And that gap shows up in small, everyday moments that most employees never realize matter.

When I asked her for a strategic plan
She gave me everything she could think of
But not what aligned with our goals the most.

When I asked her to own a critical vendor relationship
She deferred to their opinions instead of leading the partnership.

When she presented to senior leadership
She shared every detail - not a focused narrative that guides decisions.

She didn't lack intelligence.
She lacked executive signals.

Signals like:
Clarity.
Judgment.
Ownership.
A point of view.
The ability to choose what not to do.

This is the part no one teaches you.
But it's the part that determines who gets promoted.

We worked together to fix all of these and get her ready the next time.

But it taught me something important:

There are hidden criteria that get you promoted.
And executive behavior is one of them.

If you've ever felt overlooked, start paying attention to how you think, decide, and lead.
It changes everything.

And if you need more tips on how to become the obvious choice watch this: https://lnkd.in/gG8GnY4Y

"She can handle anything" is not a compliment.

It feels flattering.
It also keeps people stuck.

Let me tell you about a client - I'll call her Lina.

Every big, messy initiative eventually landed on her plate.

New product launch that slipped three times?
Lina will fix it.

Cross-functional project with fifteen stakeholders and no owner?
Lina will take it.

Leader going on parental leave, team in chaos?
Lina can step in.

Her reputation was simple:
"She can handle anything."

Then promotion season came.

Her VP said the words that cut the deepest:
"You're incredible. I don't know what we'd do without you. Let's revisit promotion next cycle."

She was everywhere, doing everything...
and still not seen as "ready for more."

When we unpacked it, the pattern was obvious:

She was solving everyone’s problems, not driving her own charter
Her impact stories were about rescue missions, not business outcomes
Leaders were afraid to move her because she was too useful where she was

Sound familiar?

If the story people tell about you is "we would fall apart without them,"
it feels like praise.

But it's actually a trap.

Here's the reframing exercise I gave Lina.
Do it yourself this week:

Write down three major projects you led in the last 12 - 18 months.

For each one, answer:

1. If I vanished tomorrow, what measurable result would disappear with me?
2. How did this project change the business in ways leaders actually care about?

Now rewrite your story of the project using only those answers.
Not the chaos you survived.
Not the hours.
Not the crisis management.

Your goal is to shift from:
"I held everything together"
to
"I moved this metric and this outcome."

That is the language of VP decisions.

If you want to learn how to take the work you're already doing and turn it into a real promotion case, I cover it in my free masterclass: https://lnkd.in/gG8GnY4Y

Over-explaining is what high performers do when they’re trying to be “thorough.”
But at senior levels it reads like uncertainty.

And if they’re not sure you know your stuff... they won’t trust you with more responsibility.

Your new standard is a three-line update:

1. Recommendation
2. Why it matters (business impact)
3. What you need (decision/approval)

Follow this template to show your thinking, not just effort.
Plus, it will keep you on point and focused.

Want to stop being seen as the ‘doer’? Start by watching my free masterclass: https://lnkd.in/gG8GnY4Y

Over explaining is killing your authority

VP work isn’t about adding more to your plate.
It’s about removing what should stop being there.

Especially work that doesn’t require your judgment, your leverage, or your seat at the table.

Early in my career, I said yes to everything.
Helpful. Reliable. Always available.

It made me indispensable.
It did not make me promotable.

The shift happened when I started thinking about time the same way executives think about budget.

Not something to spend generously.

Something to allocate intentionally.

When your time is structured well:
• Focus sharpens
• Execution improves
• Decisions get cleaner

Not because you’re doing less.
But because your effort is finally going where it actually matters.

Stop donating senior-level time to junior-level work.

That’s executive time-wealth.
And it’s one of the fastest ways to move from “reliable” to “ready.”

Your move:
Ask yourself one honest question:

“If I had VP scope tomorrow, what would I immediately stop doing?”

That answer is your starting point.

Career advice that works for keeping your job doesn’t work for leveling up.
Most corporate advice is designed to make you low-risk.

Be reliable.
Be agreeable.
Don’t rock the boat.
Deliver what’s asked.

That advice is great if your goal is job security.
It’s terrible if your goal is the next level.

Because promotions don’t go to the least risky person.
They go to the person leadership trusts with bigger judgment.

Here’s the shift most high performers miss:

→ Doing what’s assigned keeps you employed
→ Shaping what should be done gets you promoted

At the senior levels, effort isn’t the signal.

Decision-making is.
Point of view is.
The ability to prioritize when everything looks important.

If your strategy is “keep my head down and do great work,”
you’re optimizing for safety, not advancement.

And safety rarely gets promoted.

Real question to ask yourself:

What would I do differently if my goal wasn’t to keep my job...
but to be seen as the obvious choice for more scope?

That’s where careers actually move.

♻️ Repost to help more high achiever level up faster

Career advice that keeps you employed vs Career advice that gets you promoted

“My wife says I’m a different man.”
That’s what one of my clients told me last week.

Not because he got a shoutout from the CEO.
Not because the executive team finally sees him as executive material.
Not even because, after three years of waiting, the promotion is finally on the books.

Those things matter.

But that’s not the real transformation.

The real shift was this:

He stopped showing up like someone hoping for a chance.
He started showing up like someone who creates his own.

More confident.
More positive.
More strategic.
More grounded.

A different man.

And here’s what I want people to understand:

My program doesn’t give you a short-term confidence bump.

It doesn’t hype you up for 13 weeks and then drop you back where you started.

It rewires how you think.

How you lead.
How you see yourself.

Because career growth isn’t about learning tactics.

It’s about becoming the person who naturally gets the opportunities everyone else waits for.

This client walked in believing his next decade would look just like the last.

He walked out with executive recognition, a promotion in motion, and a completely different identity.

And that doesn’t fade.

That stays.

If you want external change, you need internal transformation.

That’s the work we do.

Want to take the first steps? Start here: https://lnkd.in/gG8GnY4Y

VP promotions don’t just change your title.
They change your identity.

There are 3 identities you have to step into if you want to operate like a real senior leader:

1. The executive:
This is where most people think the bar is.

You make decisions.
You think long-term.
You manage risk.
You speak in business impact, not task updates.

But here’s the problem:
Being a strong executive is necessary.

It’s not sufficient.

2. The entrepreneur: 
This is the one high performers miss.
At VP level, no one hands you a clean roadmap.

You create opportunity.
You build business cases.
You spot gaps and turn them into initiatives.
You don’t wait for headcount. You justify it.

Executives run the machine.
Entrepreneurs redesign it.

3. The Leader:
This is not about nice or well liked. 
It’a bout leading others to succeed. 

That means setting the emotional tone.
Creating safety under pressure.
Making hard calls and absorbing heat.

Your team borrows your confidence.
If you shake, they shake.

Most Directors are still operating in one identity.
VPs move fluidly between all three.

If you are an excellent operator but you keep hearing “not yet” when you bring up a promotion...

Ask yourself:
“Which identity am I still avoiding?”

That’s usually the one standing between you and the title.

Comment below which one is your missing piece: Executive, Entrepreneur or Leader?

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For years, I avoided self-promotion.
Because the only version I’d seen was:
Loud, ego-driven, and inauthentic.

And I didn’t want to be that person.

So I did the opposite.

I kept my head down.
Let my work speak for itself.
Assumed results would be enough.

They weren’t.

Avoiding self-advocacy didn’t make me humble.
It made me invisible.

And I learned very quickly that invisible people don’t get promoted.

The turning point was realizing there was another way.
I didn’t need to brag or sound cringe worthy.
I could frame my impact in a way leaders actually understand it.

Once I figured it out - it was like magic.
I turned everyday moments into mini self promotion opportunities.

- Meetings
- Emails
- Slack
- 1:1

And by dropping small self advocacy hints all the time...
My trajectory changed without me becoming someone else.

If self-promotion makes you uncomfortable,
the problem isn’t that you’re bad at it.

It’s that no one taught you a better way.

Let’s change that: https://lnkd.in/gG8GnY4Y

Avoiding self

No one tells you how your life actually changes when you become a VP.

Everyone talks about the title.
The salary.
The scope.

The biggest shifts are the ones no one sees on LinkedIn.

One client, Shawna, told me she had never been more confident in herself.
Not in a loud way. In a grounded way.

She said it felt like she rediscovered who she really was.

That confidence didn’t just change how she showed up at work.
It opened doors everywhere in her life.
(Including with her daughter)

Another client, Vincent, said something that warmed my heart.
He told me his wife said he is “a completely different person”.

Not because his job changed overnight, but because he stopped doubting what he was capable of.

He learned how to trust himself under pressure.
How to stand behind his decisions.
How to stop shrinking in moments that mattered.

And then there’s the client who negotiated a six-figure increase to her total compensation and told me,
“I will never sell myself short again.”

That sentence matters more than the number.

These are the changes people don’t talk about.
They don’t show up in announcements or job updates.

But this is how real change happens.

Becoming an executive isn’t just about getting the role.
It’s about who you become in the process.

It’s about stepping into the most capable, grounded, confident version of yourself.

That version changes your career.
And it changes your life.

That’s the business I’m in.

I recorded a short masterclass on what actually changes when you step into senior leadership, beyond the role itself: https://lnkd.in/gG8GnY4Y

Meet Ryan. Not his real name, but his story is very real.
He joined my program with one clear plan: get promoted.

Six weeks later there were layoffs.

Suddenly the question wasn’t “How do I get promoted?”

It was “What the hell do I want next?”

And “How do I get it before my family spirals into panic?”

Here’s the part most people won’t admit out loud:

Ryan had spent years as a Director... quietly hoping the VP job would just find him.

He had a great reputation.
A strong network.
A track record that could go toe-to-toe with any VP.

But he never actually declared what he wanted.

Not to himself.
Not to other people.
Not even in his networking conversations.

So guess what his network sent him?

Director roles.
Mid-level roles.
“Safe” roles.

Nothing he actually wanted.

Months passed. His family got anxious. He got anxious.

He started interviewing for Director positions just to make the stress stop.

And then something interesting happened.

Multiple interviewers told him

“You’re overqualified. You should be going for VP.”

That was the moment.

He had to admit to himself what everyone else already saw.

He was ready.

He was just scared.

So he made a decision.

Not “I hope something happens.”
Not “Maybe someone will pick me.”

But: I’m done compromising. I’m going after the job I actually want.

And then he backed it up with action.

- He put himself into real rooms
Community events. Industry meetups. Conferences.

- He built social proof
One thoughtful LinkedIn post a week. Nothing fancy. Just credibility in public.

- He doubled down on strategic networking
Not “catching up with old contacts.”

Actual conversations with leaders doing interesting work.

Peers. Founders. CEOs.

People who open doors that don’t exist yet.

But the biggest shift?

He stopped panicking about not having a job.
He stopped trying to force the next step.
He finally relaxed into the identity he’d been avoiding.

And then something happened that still makes me smile.

On his way to a short vacation, he got a call.
From someone he’d met six months earlier.

“Are you free to meet our CEO? We think you’re the person we need.”

There was no job posting.

No hiring plan.
No formal search.

One meeting later: VP offer.

At a company on the verge of doing groundbreaking work in his field.

When I asked him if the wait was worth it, he laughed.

“Hell yes. I’d do it again. I’d just take action faster next time.”

Here’s the truth his story teaches:
Even in a brutal job market, opportunity shows up fast when you show up first.

He didn’t manifest it.

He created it.
He positioned himself for VP.
He built visibility.
He expanded his network beyond comfort.
He took action when it felt terrifying.

And he landed his dream role.

If you’re a Director sitting on VP-level experience but waiting for permission

2026 is not the year to play small.

Stop hoping. Start positioning. Opportunities follow visibility.

Corporate translation:
Be more strategic = we don’t trust your judgment.

If your updates are mostly recaps, leadership can’t see strategy. They can only see effort.
And effort doesn’t make you an executive.

Don’t create another fancy presentation.
Steal this line for your next update:

“Given our goal is X, I recommend Y. The tradeoff is Z.”

That’s what being strategic looks like.

Want more advice on becoming VP ready? Check my free masterclass: https://lnkd.in/gG8GnY4Y

Here’s a simple test I use with Directors who feel stuck.

Open last week’s calendar.
Tag every meeting or work block as:

D – driving a decision
O – owning an outcome
E – executing or supporting

Now look at the ratio.

Most high performers expect to see a mix.
They don’t.

Their week is overwhelmingly E.

That one data point explains more about promotion readiness than most performance reviews ever will.

Not because execution is bad.
But because what fills your calendar trains leaders how to use you.

If you’ve ever felt valued, trusted, and still overlooked...

Nothing is “wrong” with you.
You’re just optimizing for the wrong outcome.

(And that is easy to change!)

Most Directors don’t realize this until it starts costing them:
If you’re not in the room, you’re not part of the decision.

I hear this all the time from high performers in tech:
“By the time I find out what was decided, it’s already locked in.”

The clients who change this dynamic don’t get louder or busier.

They get pulled into the right decision-making conversations.
They stop being updated after the fact
and start being asked to join leadership meetings before choices are made.

That shift can happen fast.

I’ve seen Directors move into those rooms within weeks once their positioning and visibility changed.

Get the full strategy to become VP-ready and get pulled into those rooms in a free 25-minute on-demand masterclass: https://lnkd.in/gG8GnY4Y

The strategy that gets Directors pulled into VP conversations before they have the title 

The $55K decision most high achievers avoid
Not a risky startup.
Not quitting your job.

It’s asking for help before you get stuck.

I see this all the time with Directors.
They’re smart. Capable. Proven.

But they keep telling themselves:

“I just need a bit more time.”
“I should be able to figure this out on my own.”
“Let me wait until it’s obvious.”

So they wait.

And stay stuck at the same level for another year. Sometimes three.

Here’s the uncomfortable truth:
You will never feel ready to invest in yourself.

Because readiness isn’t a feeling.
It’s a decision.

The real question isn’t:
“Can I afford a coach?”

It’s:
“How much am I already losing by staying where I am?”

The average raise my clients get when they’re promoted is $55K.

That’s not magic.

It’s not confidence fluff.
It’s the result of getting out of your own blind spots.

Most Directors don’t need more skills.
They need help with the things you cannot see from inside your own career:

• How you’re actually perceived by senior leadership
• What’s missing in your promotion narrative
• Where you’re over-indexing on execution instead of scope
• Why your work isn’t translating into leverage

When investing in support actually makes sense:

→ You’re performing well but promotions keep passing you by
→ Feedback is vague: “be more strategic,” “bigger picture,” “more visible”
→ You’re carrying more responsibility without more authority
→ You’re doing everything “right” and still not moving up

Yes, asking for help might be hard.
But staying stuck is also a hard.

And that one compounds quietly every year.

If you’ve been saying:
“I’ll just figure it out eventually”

That moment already passed.

The most expensive move is waiting until frustration forces your hand.
Make the decision early.

(True story: I had 2 coaches as a VP. Not because I wasn’t good enough, but because I wanted to keep getting better)

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

Founder

Tech Careers and Money { }, a media and education company whose mission is to elevate Tech Professionals' finance knowledge through unmatched and unbiased education in career and personal finance to equip them to make their best decisions. 


Subscribe to learn about career growth, tech equity,  portfolio income, investing, budgeting, student loans, and more.

I built my own family office from scratch.

Here's how.

I didn't need $100M in assets. 
I didn't hire a $500K/year staff. 
I didn't wait for permission from a wealth manager.

I spent a decade studying how Single Family Offices operate.

The ones managing $500M+.

And I stripped them down to their core operating system.

Here's what I found: 

𝗘𝘃𝗲𝗿𝘆 𝗼𝗻𝗲 𝗼𝗳 𝘁𝗵𝗲𝗺 𝗿𝘂𝗻𝘀 𝗼𝗻 𝘁𝗵𝗲 𝘀𝗮𝗺𝗲 𝟳 𝗰𝗼𝗺𝗽𝗼𝗻𝗲𝗻𝘁𝘀.

1) Vision
2) Structure
3) Protection
4) Process
5) Data
6) Advisory Partners
7) Governance

That's it. 

Doesn't matter if it's $500M or $5M, the operating system is the same. 

The scale is different. 
The architecture isn't.

I call this scaled down version the 𝗠𝗶𝗰𝗿𝗼 𝗙𝗮𝗺𝗶𝗹𝘆 𝗢𝗳𝗳𝗶𝗰𝗲.

Most wealthy families have 1-2 of these components partially in place. 

Maybe a financial advisor (Advisory Partners). 

Maybe a basic portfolio (Structure). 

But without all 7 working together, you're running a business with missing departments.

The families who get this right don't outperform because they pick better stocks. 

They outperform because they run better operations.

The infographic below breaks down all 7 components and how they connect. 

Screenshot it. 

In a few days, I'm hosting a live workshop on how to set up components 1 and 2 in your own Micro Family Office.

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

Here is what attendees from last month's 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 𝘴𝘢𝘺𝘪𝘯𝘨 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.

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

The 7 components of a Micro Family Office.

Excited to speak this afternoon at the Best Ever Conference about Micro Family Offices.

Last night I had the pleasure to meet up with John Laine, a member of the Micro Family Office Accelerator.

As the community grows, it's great to have the opportunity to meet more and more members IRL.

150+ members. 18 countries. One problem.

When I launched this program, I thought I was solving an American problem.

I was wrong about the geography.

USA
UAE
Italy
Peru
India
Israel
France
Mexico
Nigeria
Canada
Australia
Germany
Singapore
Philippines
Hong Kong
Saudi Arabia
New Zealand  
United Kingdom 

Someone in each of these countries has crossed the $1M threshold. 

Built real wealth. And then... hit a wall.

Too complex for retail financial services.

Too small for traditional family offices.

𝗧𝗵𝗲 𝘀𝗲𝗿𝘃𝗶𝗰𝗲 𝗱𝗲𝘀𝗲𝗿𝘁 𝗶𝘀𝗻'𝘁 𝗮𝗻 𝗔𝗺𝗲𝗿𝗶𝗰𝗮𝗻 𝗽𝗿𝗼𝗯𝗹𝗲𝗺. 

𝗜𝘁'𝘀 𝗮 𝘄𝗲𝗮𝗹𝘁𝗵 𝘀𝘁𝗮𝗴𝗲 𝗽𝗿𝗼𝗯𝗹𝗲𝗺.

The industry wasn't built to serve you at this net worth... anywhere in the world.

So you have to build your own infrastructure.

That's what the Micro Family Office does.

The same 7 components that run a $500M Single Family Office, scaled for $1M-$30M portfolios. 

Same principles. Leaner execution.

150 people across 12 countries are building it right now.

Tonight, I'm teaching the framework that started all of them.

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

𝗪𝗮𝗻𝘁 𝘁𝗼 𝗮𝘁𝘁𝗲𝗻𝗱? Just send me a DM and I'll share the Zoom link.

---

Here is what attendees from last month's 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 𝘴𝘢𝘺𝘪𝘯𝘨 𝘴𝘰𝘮𝘦𝘵𝘩𝘪𝘯𝘨 𝘶𝘴𝘦𝘧𝘶𝘭 𝘢𝘯𝘥 𝘶𝘯𝘣𝘦𝘭𝘪𝘦𝘷𝘢𝘣𝘭𝘦.
— Mauricio 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.

You crossed $2M in investable assets.

Your wealth level changed but your wealth mgmt approach didn't.

At $250K, a retail brokerage and a traditional advisor made sense... the tools fit the job.

At $2M+, concentration is the threat. Income is the goal. But a portfolio still sitting 80% in public markets isn't built for either.

Here's what the top 0.1% actually hold:

28% real estate.
28% private equity.
23% public stocks.

This isn't a knowledge problem about which investments to buy.

It's a foundation problem.

Before you can shift your allocation toward income-generating assets at any meaningful scale, three things MUST exist:

𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗧𝗵𝗲𝘀𝗶𝘀. Private equity deals don't wait. A good operator opens a fund once every few years. The window is short. Without a written document that defines what a yes looks like before the pitch starts, you make decisions under pressure — and expensive mistakes follow.

𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 𝗔𝗿𝗰𝗵𝗶𝘁𝗲𝗰𝘁𝘂𝗿𝗲. What percentage goes to each asset class? How much can be illiquid at any given time? Without written allocation targets, you can end up 80% concentrated in a single category without ever making a single bad individual decision.

𝗦𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲. Your assets need legal separation from your personal finances. Without it, a bad outcome in one investment can threaten everything else you own. A properly structured Holding Company creates that wall. But only if the books match the entity. Commingled accounts mean a court can pierce the structure entirely.

The TIGER 21 portfolio allocation you see in the graphic isn't the starting point.

It's what you build toward AFTER the foundation exists.

I call this foundation building, the Architect phase.

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 month's 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 𝘴𝘢𝘺𝘪𝘯𝘨 𝘴𝘰𝘮𝘦𝘵𝘩𝘪𝘯𝘨 𝘶𝘴𝘦𝘧𝘶𝘭 𝘢𝘯𝘥 𝘶𝘯𝘣𝘦𝘭𝘪𝘦𝘷𝘢𝘣𝘭𝘦.
— Mauricio H.

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

Your advisor taught you to build a grain silo, while the wealthy built orchards.

Here's what most wealth-building advice produces:

You work for 30 years. 
You accumulate assets. 
You build a big number on the screen.

Then in retirement, you start drawing it down.

Living expenses come out of the pile. 
Advisor fees come out of the pile. 

Every year, you chip away at what it took decades to build.

And hope it outlasts you.

That's the Drawdown Portfolio. 

It works exactly like a grain silo: fill it up, then drain it.

Now here's what the wealthy actually do.

They don't build silos. 

They plant orchards.

The Evergreen Portfolio generates income through things like REITs, dividends, real estate, private credit, covered calls, and syndications. 

These assets produce yield 𝘄𝗶𝘁𝗵𝗼𝘂𝘁 liquidating principal.

You harvest the fruit. 
You reinvest a portion. 
The tree continues to grow.

Distributions come from yield, not from selling assets. 

The portfolio isn't depleting. It's compounding.

𝗧𝗵𝗮𝘁'𝘀 𝘁𝗵𝗲 𝘀𝗵𝗶𝗳𝘁.

Here's why some advisors never show you this model:

The Evergreen Portfolio has 3 pillars:

- Growth Assets
- Income Assets
- Preservation Assets

But income-generating assets don't generate AUM fees.

Follow the money. 

If they can't earn a fee on the strategy, the strategy doesn't get recommended.

This isn't cynicism. 
It's incentive alignment. 

The Micro Family Office is built on the Evergreen model.

You architect income-generating assets. 

You distribute from what the orchard produces, not from what you spent decades growing.

That's the difference between a portfolio that runs out and a portfolio that gets passed down from generation to generation.

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 month's 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 𝘴𝘢𝘺𝘪𝘯𝘨 𝘴𝘰𝘮𝘦𝘵𝘩𝘪𝘯𝘨 𝘶𝘴𝘦𝘧𝘶𝘭 𝘢𝘯𝘥 𝘶𝘯𝘣𝘦𝘭𝘪𝘦𝘷𝘢𝘣𝘭𝘦.
— Mauricio 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.

What stands out to you most in this data the Fed released last month?

You can't steer a car by looking in the rearview mirror.

But that's how most high-net-worth people manage their taxes.

Tax filing is backward-looking.

It records what happened.

Tax strategy is forward-looking.

It plans what will happen. 

One is compliance. The other is optimization.

Most CPAs are trained for compliance. 

They're excellent at it. 

But compliance is not strategy.

Strategy requires a different professional. 

Such as a Certified Tax Planner.

The window for tax strategy closes long before your CPA sends you a summary.

This is why two people with identical incomes can pay radically different tax bills. 

One is filing. The other is steering the ship.

---

On March 18th, 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 month's 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 𝘴𝘢𝘺𝘪𝘯𝘨 𝘴𝘰𝘮𝘦𝘵𝘩𝘪𝘯𝘨 𝘶𝘴𝘦𝘧𝘶𝘭 𝘢𝘯𝘥 𝘶𝘯𝘣𝘦𝘭𝘪𝘦𝘷𝘢𝘣𝘭𝘦.
— Mauricio H.

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

Tech Careers & Money Talk

𝗪𝗮𝗻𝘁 𝘁𝗼 𝗮𝗰𝗰𝗲𝗹𝗲𝗿𝗮𝘁𝗲 𝘆𝗼𝘂𝗿 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗜𝗻𝗱𝗲𝗽𝗲𝗻𝗱𝗲𝗻𝗰𝗲?💸

Join here 👉 techcareersandmoneytalk.com

Tweet Follow-up

Even Justin Welsh chimed in: https://twitter.com/thejustinwelsh/status/1628168298947919878?s=20

Post Follow Up

On the off chance you *do* want financial freedom — do these 11 things instead. 👇

- Ignore the above
- Buy back your time
- Start investing today
- Build a simple budget
- Learn personal finance
- Destroy credit card debt
- Work for equity AND salary
- Diversify w/ passive income
- Align your finances with goals
- Build a team of financial experts
- Join techcareersandmoneytalk.com

What did I miss?

50 - 50 Link

🧠 - Bonus Tip:  For Monday - Do A Brain Dump to Prevent Overwhelm 

Monday means mental overwhelm for Many. 

Objects in your head can be more stressful than they appear! 

Take piece of paper, 10 min and write down all the things you need to get done, work, life etc. 

Once you see them written down identify 3 things that have to get done today. 

Get to your base! 

TCMT Pod Page

𝗟𝗶𝘀𝘁𝗲𝗻 + 𝗦𝘂𝗯𝘀𝗰𝗿𝗶𝗯𝗲 𝘁𝗼 𝗠𝘆 𝗣𝗼𝗱𝗰𝗮𝘀𝘁 👇

🎧 Tech Careers & Money Talk 💸

www.podpage.com/tech-careers-and-money-talk-1/

TC&MN

Elevate your tech career and personal finance savvy.    

https://www.techcareersandmoneynews.com

Anti-Goals

Steal my Blueprint

Update Process

Actionable tips for growing your career, building wealth and living a life of impact. 
Always 3 minutes or less.

https://www.techcareersandmoneynews.com/

Find Rest 

🧠 - Bonus Tip:  Your Momentum is Fuel for your Mentors.  As your mentor sees you taking their input and iterating, they will be excited and want to participate more.  

Momentum breeds momentum.   

Hindi Video

Want all the details?   

Check out my origin story here on Audio : https://bit.ly/cnoriginstory

Watch it on YouTube! : https://youtu.be/7Hw-Y2hDtF8


From Equity to Exit 

Momentum for Mentors

wealthward-capital

tech-careers-and-money-talk

careercadre

The Fed tracks the wealth composition of Americans every few years.

Here's what the most recent data shows across the top three tiers.

𝗧𝗼𝗽 𝟭𝟬%
Total Net Worth: $1.6M
Investable Net Worth: $842K
Real estate: 59% of portfolio
Business equity: 9% of portfolio

𝗧𝗼𝗽 𝟱%
Total Net Worth: $3.8M
Investable Net Worth: $2.0M
Real estate: 59% of portfolio
Business equity: 9% of portfolio

𝗧𝗼𝗽 𝟭%
Total Net Worth: $11.6M
Investable Net Worth: $9.3M
Real estate: 23% of portfolio
Business equity: 41% of portfolio

I found it interesting that the top 10% and top 5% have nearly identical portfolio compositions.

More assets but same composition.

But the top 1% looks different. 
Real estate drops from 59% to 23%. 
Business equity jumps from 9% to 41%. 

And the gap between TNW and INW narrows significantly.

Whether that composition causes the wealth gap, or results from it, the data doesn't say.

But the difference is there.

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

If you have between $1M - $30M investible net worth, I'd love to have you there.

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

Here is what attendees from last month's 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 𝘴𝘢𝘺𝘪𝘯𝘨 𝘴𝘰𝘮𝘦𝘵𝘩𝘪𝘯𝘨 𝘶𝘴𝘦𝘧𝘶𝘭 𝘢𝘯𝘥 𝘶𝘯𝘣𝘦𝘭𝘪𝘦𝘷𝘢𝘣𝘭𝘦.
— Mauricio H.

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

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The Battle

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Christopher Nelson

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taplio

The Battle

Maya Grossman

Christopher Nelson

Followers

Posts

Engagements

Likes

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);}Maya Grossman's LinkedIn Performance

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Ready to grow your LinkedIn presence?

Performance ScoreMaya Grossman's LinkedIn Performance