108: Tech Execs: 6 Skills You Already Have That Buy Your Freedom

I didn’t wake up one day saying, “I’m going to start a micro family office.”

What really happened was — after an IPO —I suddenly found myself a multimillionaire on paper, and completely lost when it came to managing that wealth. I had no systems, no processes, and no real strategy in place. Then it hit me: I spend my days in tech startups setting vision, building teams, solving complex problems, and hitting big goals... so why wasn’t I doing that for my most valuable asset—my portfolio?

That realization sparked the birth of my micro family office. I saw that I could transfer my skills as a tech executive into managing my own wealth—and the results have been incredible. Since August 2, 2022, I’ve been the CEO of my micro family office. That’s my full-time job now. And honestly? It’s the best job I’ve ever had. It’s generational, it’s impactful, and it’s unlocked a new level of lifestyle freedom.

In today’s episode, I’m going to break down how you, as a tech executive, already have what it takes to be the CEO of your own micro family office. I’ll walk you through the six traits you already possess that will make you successful in this role.

This episode is part of the Foundation Series, where we’re building the base knowledge you need to confidently step into wealth management—talking about micro family offices, evergreen portfolios, private equity income, and so much more.

If you’re ready to take what you know from the tech world and apply it to managing your financial future, this episode is for you. Let’s dig in.