Episode 107: Building Financial Flow: Inside the WealthOps Run Cycle

Discover how to turn your financial overwhelm into calm, confident action using the Run Cycle—the operating rhythm of a high-functioning Micro Family Office with our Free Master Class - The WealthOps Way!

🎧 If you're drowning in spreadsheets, unsure what to do next, or struggling to get your money to work for you, this episode will change the game. In Episode 107 of Managing Tech Millions, Christopher Nelson breaks down the Run Cycle of WealthOps—the secret to building flow into your financial life.

This is where wealth management becomes a system, not a series of random tasks. If you're a tech professional, this episode shows you how to step fully into the role of CEO of your wealth—with rhythm, repeatability, and results.

Highlights:

• Flow-Based Finance: How to shift from decision fatigue to confident momentum
• The WealthOps Run Cycle: Daily, weekly, monthly, and quarterly cadences that drive clarity
• Dual Loops of WealthOps: Managing both wealth and operations like a founder-operator
• Team Accountability: Why you must lead your tax, legal, and advisor team like a product team
• Succession Begins Now: How to plant seeds of legacy at the dinner table
• Case Study: The 30-minute Friday habit that created massive leverage over 90 days

Actionable Insights:

• How to implement a “quarterly reset” to recalibrate and accelerate your wealth plan
• What to delegate, what to automate, and what to personally own
• How to set “definition of done” for every financial task and partner deliverable
• Tools and rhythms for managing your wealth like a business (without getting overwhelmed)
• How to move from reactive wealth management to proactive legacy building

Episode Timeline:

• [00:00:00] Introduction: Millions earned—but now what?
• [00:01:30] Why WealthOps removes friction and brings clarity
• [00:04:30] What the Run Cycle is and how it works
• [00:06:30] Flow state explained: decision clarity, clear deliverables, and system checkpoints
• [00:08:30] Daily, weekly, monthly, quarterly cadence breakdown
• [00:16:00] Case Study: The power of a simple 30-minute weekly ritual
• [00:19:00] How to manage your advisor team like a high-performance org
• [00:25:00] Succession Strategy: Building your dinner table legacy
• [00:28:00] Final thoughts: If you don’t manage your wealth, it will manage you



Join me for this fourth episode in the Foundations Series—and learn how the Run Cycle unlocks structure, accountability, and real peace of mind in your financial life.

Episode 106: WealthOps the Accelerator to Building Your Micro Family Office

Discover how to design your wealth like a product, implement it like a startup, and build a scalable Micro Family Office in just 12 weeks with our Free Master Class - The WealthOps Way!

🎧 If your financial life feels more like a patchwork of spreadsheets than a cohesive system, this episode is for you. In Episode 106 of Managing Tech Millions, Christopher Nelson walks you through the Architect and Build phases of WealthOps—the two most critical steps in building a Micro Family Office that runs like a business.

This is the practical, no-fluff foundation every tech professional needs. Stop guessing and start structuring your wealth with purpose, precision, and power.

Whether you’re managing $1M or $30M, these two phases will show you how to transform chaos into clarity—and create a machine that runs your money, not the other way around.

Highlights:

• The Architect Phase: Why you must define your vision before deploying capital
• The Build Phase: How to structure your entity, team, and tools for maximum efficiency
• Legacy-Driven Design: Crafting an investment thesis that reflects your values and goals
• Team Strategy: Why your tax advisor may be your weakest link—and how to fix it
• Execution at Startup Speed: How to complete this transformation in just 12 weeks

Actionable Insights:

• The three documents that serve as the cornerstone of your wealth system
• How to set up an LLC or holding company that supports scale and asset protection
• How to audit and upgrade your financial team using tech-style performance metrics
• Tools, checklists, and workflows for running your wealth like an executive MBA
• The mindset shift from DIY dabbler to wealth CEO

Episode Timeline:

• [00:00:00] Introduction: Wealth is growing—but your system is broken
• [00:02:30] Architect Phase: Why clarity comes before capital
• [00:06:30] Crafting a Legacy Statement and Investment Thesis
• [00:10:00] Story: The $3M Portfolio with No Purpose
• [00:13:00] Build Phase: From entity formation to operations
• [00:17:30] Building Your Team: Hiring for performance, not convenience
• [00:22:00] Avoiding the 3 Wealth Personas: Burners, Freezers, and Dabblers
• [00:26:00] Final Thoughts: Systemize your wealth and scale without burnout



Join me for this third episode in the Foundations Series—and learn how the Architect & Build phases unlock the structure, clarity, and speed you need to confidently scale your wealth while working full-time.

Episode 105: 5 Advantages of Starting Your Own Micro Family Office

Discover how to future-proof your finances, build generational impact, and take full control with our Free Master Class - The WealthOps Way!

🎧 If you’ve built $1M–$30M in tech wealth, you’re likely stuck in a financial gray zone: too complex for a single advisor, but not quite ready for a $100M family office. In this essential episode, Christopher Nelson breaks down the five key advantages of a Micro Family Office—and why it’s the most strategic move you can make.

Stop reacting to market noise and scattered advice. Start building a financial system that runs with purpose, clarity, and control.

This episode will show you how to move beyond traditional wealth management and take command as the CEO of your financial life.

Highlights:

• Control and Coordination: Why owning your financial architecture changes everything
• Strategic Planning: How a Micro Family Office creates space for long-term thinking
• Tax Efficiency: Smarter structures for smarter outcomes
• Customization: Building your wealth operation around your goals, not Wall Street’s
• Legacy and Impact: How the right system empowers you to give, grow, and govern with purpose

Actionable Insights:

• How a Family Office mindset creates clarity in decision-making
• Ways to align your financial team and advisors around your vision
• Why most high-earning professionals are under-leveraged financially—and how to fix it
• A system for simplifying complexity and reclaiming time and energy
• The role of tech tools in automating your wealth operations

Episode Timeline:

• [00:00:00] Introduction: Why the Micro Family Office model is the missing link for tech wealth
• [00:02:15] The Hidden Chaos of Scattered Advice and DIY Management
• [00:06:30] Advantage #1: Centralized Control = Empowered Decision Making
• [00:11:10] Advantage #2: Integrated Strategy for Real Growth
• [00:16:45] Advantage #3: Tax Optimization Through Better Structures
• [00:23:00] Advantage #4: A Tailored System that Grows with You
• [00:29:40] Advantage #5: Built-In Legacy Planning for Generational Impact
• [00:35:00] How to Know if You’re Ready for a Micro Family Office
• [00:42:00] Final Thoughts: Step Into the CEO Role and Lead with Confidence

Join me for this second episode in the Foundations Series—and learn how the Micro Family Office model unlocks the freedom, clarity, and confidence you’ve been searching for.

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

Discover how to future-proof your finances, build generational impact, and take full control with our Free Master Class - The WealthOps Way!

🎧 If you’ve built $1M–$30M in tech wealth, you’ve outgrown traditional financial advice. In this critical episode, Christopher Nelson introduces the Micro Family Office model: a proven, scalable system to run your wealth like a business.

Learn how the ultra-wealthy structure their financial operations—and how you can adopt a similar model (even without $100M in assets). This is your blueprint to transition from scattered accounts and reactive investing to a focused, purpose-driven financial enterprise. If you're serious about scaling, protecting, and eventually passing on your wealth, this episode is your next step forward.

Join us for a deep dive into the Micro Family Office model and discover how you can be the CEO of your wealth—not just another passive investor.

Highlights:

• What a Family Office Actually Is (and why it’s not just for billionaires)
• The 3 Levels of Family Offices: Single, Multi, and Micro—and why most tech professionals fit the Micro model
• Why Wealth Managers Fail High Earners: The “Service Desert” no one tells you about
• The WealthOps Framework: How to systematize your financial operations for growth and freedom
• Owning the CEO Role: How to build your team, set your strategy, and manage your wealth intentionally

Actionable Insights:

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

Episode Timeline:

• [00:00:00] Introduction: Why you need a Micro Family Office if you have $1M–$30M
• [00:01:22] The Origins of Family Offices—and why they still matter
• [00:04:00] Understanding Single, Multi, and Micro Family Offices
• [00:07:00] Why Wealth Managers Don’t Fit Tech Millionaires
• [00:10:54] What is a Micro Family Office—and why it bridges the gap
• [00:17:00] How to Run Your Wealth Like a Business
• [00:24:00] Core Functions of a Micro Family Office: Wealth Management, Business Ops, Governance, and Lifestyle Design
• [00:35:00] Is Building a Micro Family Office Right for You?
• [00:47:00] Final Thoughts: Take Control, Build Legacy, Unlock Freedom

Join me for this second episode in the Foundations Series—and take the first step toward building a financial enterprise that reflects your values, your mission, and your future legacy.

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

Discover how to future-proof your finances, build generational impact, and take full control with our Free Master Class - The WealthOps Way!

🎧 Tech wealth is booming—but most new millionaires are stuck in survival mode. In this foundational episode, Christopher Nelson unveils the five money mindset shifts that separate the merely rich from the truly wealthy. This is your red pill moment to stop outsourcing and start operating like a Portfolio CEO.

Whether you’re a tech professional, founder, or executive, this episode will challenge how you think about money and give you a clear path to building lasting, generational wealth.

Join us for a deep dive into the exact mindset that ultra-high-net-worth families use to grow, protect, and scale their portfolios—so you can do the same.

Highlights:

• The Generational Wealth Mission: Why the ultra-wealthy structure their money to last 100 years—not just 30
• The CEO Mindset: How to take ownership of your portfolio and build a team that works for your goals
• Beyond the Stock Market: How the ultra-wealthy diversify with intention and strategy
• Specialized Teams for Specialized Growth: Why DIY wealth management can cost you more than you think
• Community = Acceleration: Why building wealth in isolation is a losing game—and how to plug into the right ecosystem

Actionable Insights:

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

Episode Timeline:

• [00:00:10] The millionaire explosion—and the missing roadmap
• [00:01:13] Introducing the 5 secrets of the ultra-wealthy
• [00:04:00] Secret 1: Give your wealth a generational mission and structure
• [00:10:03] Secret 2: Become the CEO of your portfolio
• [00:18:27] Secret 3: Think beyond traditional stocks
• [00:23:38] Secret 4: Build a specialized team to scale
• [00:29:01] Secret 5: Adopt a proactive, business-focused mindset—inside a community
• [00:35:00] Final thoughts and next steps on your Portfolio CEO journey

Join me for this first episode in the Foundations Series—and prepare to lead your wealth with clarity, confidence, and intention. This is the mindset shift you didn’t know you needed.

Episode 102: The Buffett Blueprint: 7 Rules to Invest Through a Crisis

🎧 Feeling anxious about the market drop? This episode is your guide to transforming panic into purpose with the mindset of a Portfolio CEO. Discover how to lead your portfolio like a business—even during turbulent times with our Free Master Class - The WealthOps Way!

In this solo episode, Christopher Nelson shares a step-by-step approach to staying focused and strategic while others spiral in uncertainty. He breaks down the difference between being a builder and a gambler, and how the wisdom of Warren Buffett can guide you through today’s market chaos.

Whether you're a tech professional managing growing assets or a seasoned investor facing a rough season, this episode will give you clarity, confidence, and calm.

Highlights:

• The Portfolio CEO Mindset: How to think like a CEO—not an amateur—when the market gets rough
• From Panic to Plan: Why emotional decisions can wreck your wealth and what to do instead
• Buffett’s 7 Rules for Down Markets: Timeless strategies to protect and grow your wealth
• The Power of the Pause: How Christopher turned the 2008 crash into a personal wealth breakthrough
• Creating a Financial Fortress: Practical tips to structure your portfolio for resilience

Actionable Insights:

• How to assess your portfolio risk with simple “low, medium, high” tags
• Why reviewing your concentration is critical—especially for tech professionals
• The importance of cash reserves—and how much you should really have
• How to separate market noise from real strategy using the “WealthOps Way”

Episode Timeline:

• [00:00:30] Market chaos and the Portfolio CEO mindset
• [00:03:00] Why strategy beats stress during downturns
• [00:08:00] Steps to create calm and clarity in your portfolio
• [00:11:00] Warren Buffett’s 7 Rules for downturns
• [00:24:50] The 2008 moment that reshaped Christopher’s investing approach
• [00:27:30] The WealthOps framework for building your financial fortress
• [00:35:00] Reflection questions to anchor your strategy and reduce stress

Join me in this episode as we redefine how to lead in uncertain times. You’ll walk away with a framework, mindset, and game plan to be calm in the storm—and come out stronger on the other side.

Episode 101: Raising Kids Who Aren’t Entitled: The Power of Wealth with Purpose

🎧 Ready to transform how you think about wealth and legacy? Tune in to this episode for powerful insights on raising grounded kids in a world of abundance with our Free Master Class - The WealthOps Way!

In this solo episode, Christopher Nelson addresses one of the biggest fears many wealth creators face: the potential for their kids to grow up entitled. While this is a common concern, it doesn’t have to be the outcome. In fact, your wealth can be a tool to teach empathy, build perspective, and connect to a deeper purpose.

Christopher dive into personal stories, practical strategies, and a 4-part framework to ensure your wealth builds a lasting legacy—not just for you, but for your children too. Whether you’re a parent concerned about entitlement or simply looking to use your resources with intention, this episode will help guide you on the journey.

Highlights:

• The Fear of Entitlement: Understanding the fear and turning it into a call for leadership
• A Family Service Trip That Changed Everything: How a trip to Uganda transformed your kids' understanding of wealth and empathy
• 4-Part Framework for Raising Grounded Kids: Key strategies to prevent entitlement and foster empathy
• Hidden Benefits of Service Trips: The unexpected rewards of family travel and giving back
• Reflection and Action Steps: Questions to help you build a legacy of empathy and purpose for your family

Actionable Insights:

• How to expose your kids to global perspectives beyond your zip code
• Why modeling philanthropy can be a game-changer for your family
• How problem-solving can teach your kids responsibility and resilience
• Why understanding the "why" behind your wealth keeps it grounded in purpose

Episode Timeline:

• [00:00:30] Introduction to the fear of entitlement and why it matters
• [00:05:00] Turning fear into fuel for intentional leadership
• [00:10:30] How a service trip to Uganda changed everything
• [00:18:00] The 4-part framework for raising grounded kids
• [00:30:00] Hidden benefits of service trips (tax-deductible and family unity)
• [00:36:30] Reflective questions for building a legacy of empathy
• [00:42:00] Closing thoughts: Wealth as a tool for legacy, not ego

Join me in this powerful episode where we explore how to use your wealth to build a future for your children that’s grounded in empathy, perspective, and purpose.

Episode 100: Family Office Tactics for Small Portfolios with Ron Diamond

🎧 Ready to take control of your financial future? Start your journey today with our Free Master Class - The WealthOps Way!

Host: Christopher Nelson

Guest: Ron Diamond, Chairperson of Tiger 21 Chicago & Founder of Diamond Wealth

http://linkedin.com/in/ronalddiamond/

In this episode of Managing Tech Millions, Christopher sits down with Ron Diamond to uncover the secrets of family office investment strategies. Many believe these strategies are only for billionaires, but Ron breaks down how individuals with a net worth of $1 million to $30 million can also leverage these approaches to manage and grow their wealth.

Join us as we explore investment and succession planning, the power of collaboration among family offices, and the key priorities for chief investment officers. Whether you're a tech professional or an investor looking to optimize your portfolio, this episode is packed with invaluable insights.

Highlights:

• What is a Family Office? Understanding how high-net-worth individuals manage and grow wealth.
• Expanding Access to Family Office Strategies: How investors with $1M-$30M net worth can benefit.
• The Role of Succession Planning: Why every investor needs a long-term strategy.
• The Power of Collaboration: How family offices work together for better investment outcomes.
• Top Investment Priorities: What chief investment officers focus on to drive success.
• Actionable Investment Insights: How to apply family office principles to your own portfolio.

Investment Strategies Discussed:

• Diversification techniques used by family offices
• Long-term vs. short-term investment planning
• Risk management approaches for sustained growth
• The importance of alternative assets in wealth building

Episode Timeline:

• [00:00:30] Introduction to family office investing with Ron Diamond
• [00:07:15] Who can access family office strategies? Myth-busting the billionaire-only idea
• [00:14:20] Key investment strategies for wealth preservation and growth
• [00:22:45] The role of succession planning in family wealth management
• [00:30:10] Why collaboration among family offices leads to better outcomes
• [00:38:00] Actionable steps for investors looking to apply these principles