Sept. 2, 2025
122: How to Start a Micro Family Office From Scratch (3 Steps)
If your net worth is between $1M and $30M, chances are you’re stuck in the financial dead zone. You’ve outgrown basic financial advice, but you're still not being served by the exclusive strategies reserved for ultra-wealthy families.
That’s exactly why I created the Wealth Ops Framework — a practical system that lets you operate like a full-scale family office, without needing $100M or a full-time staff.
The structure is built around three simple phases:
- Architect – Define your strategy through a clear legacy statement and investment thesis.
- Build – Create a business structure for your portfolio, assemble fractional specialists, and set up an operational launch plan.
- Run – Manage your wealth with a predictable rhythm, track results, and make smart decisions based on data.
The focus is on cash flow generation, tax efficiency, and scalable growth. And it’s all done at a fraction of the cost of a traditional family office — with far more control.
Once the system is in place, it takes just 8 to 12 hours per month to keep everything running smoothly. You step into the role of CEO of your wealth, making strategic decisions with clarity, metrics, and momentum.
Transcript
WEBVTT
00:00.171 --> 00:09.339
[SPEAKER_00]: If you're sitting on one to thirty million dollars in that worth, the wealth management industry has essentially left you stranded in what I call the financial dead zone.
00:09.560 --> 00:17.567
[SPEAKER_00]: You've outgrown basic personal financial advice, but you're not quite wealthy enough for those exclusive family offices reserved for the ultra rich.
00:17.847 --> 00:18.508
[SPEAKER_00]: Sound familiar?
00:18.868 --> 00:23.652
[SPEAKER_00]: Here's the thing, you don't need to accept being stuck in financial nomans land.
00:24.393 --> 00:32.381
[SPEAKER_00]: I'm Christopher Nelson, a former tech CEO, who went from managing other people's systems to managing my own seven million dollar portfolio.
00:32.681 --> 00:40.709
[SPEAKER_00]: Today, I'm going to reveal the exact framework I use, the same wealth building advantages that billionaire families have been using for decades.
00:40.889 --> 00:48.716
[SPEAKER_00]: This framework now generates consistent monthly cash flow that covers our family's essential expenses, giving me the ultimate luxury
00:49.457 --> 00:50.617
[SPEAKER_00]: time with my three boys.
00:50.917 --> 00:58.280
[SPEAKER_00]: By the end of this video, you'll have a clear road map to take control of your wealth, like the CEO of your own financial empire.
00:58.600 --> 01:06.802
[SPEAKER_00]: But first, let me paint the picture of what this financial dead zone actually looks like and why it's costing you more than you realize.
01:07.062 --> 01:13.284
[SPEAKER_00]: Traditional wealth managers treat you exactly the same, whether you have a hundred thousand dollars or ten million dollars.
01:13.484 --> 01:17.025
[SPEAKER_00]: The same cookie cutter portfolios, the same generic advice.
01:17.385 --> 01:22.849
[SPEAKER_00]: Meanwhile, families with one hundred million dollars or more operate in a completely different universe.
01:23.009 --> 01:36.778
[SPEAKER_00]: They have dedicated single-family offices with full-time teams costing two to three million dollars per year to run, giving them access to private investments, sophisticated tax strategies, and institutional grade wealth management.
01:37.018 --> 01:40.100
[SPEAKER_00]: So while you're sitting on concentrated stock positions,
01:40.740 --> 01:48.602
[SPEAKER_00]: wondering what your next move should be, ultra wealthy families are systematically diversifying into income-producing assets.
01:48.822 --> 01:54.944
[SPEAKER_00]: The worst part, you have the capital to implement these strategies, you just don't have access to the playbook.
01:55.184 --> 02:04.387
[SPEAKER_00]: You're literally in wealth management purgatory to sophisticated for basic advice, but supposedly not wealthy enough for the real strategies.
02:04.827 --> 02:11.575
[SPEAKER_00]: So you end up managing millions like somebody with thousands leaving massive opportunities on the table.
02:11.796 --> 02:15.060
[SPEAKER_00]: But here's what the wealth management industry doesn't want you to know.
02:15.260 --> 02:20.786
[SPEAKER_00]: You can absolutely operate like a family office without the hundred million dollar minimum.
02:21.407 --> 02:23.289
[SPEAKER_00]: or the multi-million dollar overhead.
02:23.569 --> 02:26.691
[SPEAKER_00]: This is where the microfamily office comes in.
02:27.032 --> 02:45.827
[SPEAKER_00]: A microfamily office gives you institutional grade wealth management using three key innovations, fractional specialists instead of full-time staff, modern technology instead of expensive infrastructure and proven frameworks that hand you the playbook instead of making you write it yourself.
02:46.167 --> 02:54.714
[SPEAKER_00]: You get all the strategic advantages of how billionaires manage money, but at a scale that actually makes sense for your situation.
02:54.794 --> 03:00.018
[SPEAKER_00]: Here's exactly how you build one from scratch using what I call the Well Thoughts framework.
03:00.419 --> 03:07.345
[SPEAKER_00]: Think of this as your blueprint for going from wealth management amateur hour to operating like a seasoned family office.
03:07.605 --> 03:09.807
[SPEAKER_00]: There are three distinct steps.
03:10.507 --> 03:13.189
[SPEAKER_00]: Architect, build, and run.
03:13.429 --> 03:18.352
[SPEAKER_00]: Most people jump straight into picking investments, which is like building a house without blueprints.
03:18.512 --> 03:24.716
[SPEAKER_00]: The architect phase is about getting crystal clear on your strategy before you make another investment.
03:24.856 --> 03:27.538
[SPEAKER_00]: First you create what I call your legacy statement.
03:27.598 --> 03:29.860
[SPEAKER_00]: This isn't some feel good exercise.
03:30.340 --> 03:34.222
[SPEAKER_00]: This becomes your North Star for every financial decision you'll make.
03:34.382 --> 03:41.325
[SPEAKER_00]: You can build all the wealth in the world, but without a clear legacy statement, you're just accumulating assets without purpose.
03:41.585 --> 03:49.769
[SPEAKER_00]: Are you building wealth for early retirement, generational impact, funding a specific lifestyle, write it down, and make it specific.
03:50.069 --> 03:52.970
[SPEAKER_00]: It's very easy to either skip this or rush it.
03:53.211 --> 03:53.571
[SPEAKER_00]: Don't.
03:53.991 --> 03:56.112
[SPEAKER_00]: Next, you develop your investment thesis.
03:56.452 --> 04:13.675
[SPEAKER_00]: Your investment thesis is the strategic playbook that translates your goals and risk tolerance into specific actionable investment criteria that every opportunity must pass before earning a place in your portfolio based on your goals, timelines and risk tolerance.
04:14.356 --> 04:16.537
[SPEAKER_00]: What asset classes makes sense for you?
04:16.977 --> 04:23.519
[SPEAKER_00]: One percentage should go into income generating real estate versus public markets versus private investments.
04:23.899 --> 04:28.740
[SPEAKER_00]: This becomes your master allocation blueprint that defines where you invest next.
04:29.041 --> 04:33.402
[SPEAKER_00]: Every billion dollar family office is run with an investment thesis.
04:33.702 --> 04:41.632
[SPEAKER_00]: If you want help with these, be sure to check out our free training at welthops.io or click the link below this video.
04:41.852 --> 04:51.624
[SPEAKER_00]: We go deep into creating a robust legacy statement and investment thesis before moving on to more tactical aspects of the build phase.
04:52.004 --> 04:56.988
[SPEAKER_00]: Finally, you complete a comprehensive assessment of where you are right now.
04:57.228 --> 05:00.311
[SPEAKER_00]: Your current assets, operations, and maturity level.
05:00.651 --> 05:05.435
[SPEAKER_00]: This honest evaluation becomes your starting point for everything that you build next.
05:05.675 --> 05:09.158
[SPEAKER_00]: With this complete, we can move on to step number two.
05:09.258 --> 05:12.461
[SPEAKER_00]: Now, here's where well-thops really changes the game.
05:13.041 --> 05:21.786
[SPEAKER_00]: We don't just tell you what to do, we give you the exact templates, processes, and frameworks you need to focus on execution.
05:21.886 --> 05:26.168
[SPEAKER_00]: Think of it like getting the source code instead of just getting the documentation.
05:26.368 --> 05:29.890
[SPEAKER_00]: The build phase focuses on three key areas.
05:30.371 --> 05:30.691
[SPEAKER_00]: First,
05:31.271 --> 05:40.522
[SPEAKER_00]: Create your portfolio business structure, starting with a holding company that gives you the legal and tax foundation for a sophisticated wealth management business.
05:40.922 --> 05:49.332
[SPEAKER_00]: I learned this the hard way after my IPO, I had all of this equity compensation sitting in my personal accounts letting it bleed into my lifestyle.
05:49.492 --> 05:51.855
[SPEAKER_00]: Once I implemented the holding company structure,
05:52.595 --> 05:53.476
[SPEAKER_00]: Game changer.
05:53.676 --> 05:59.258
[SPEAKER_00]: We're talking a launch point to legitimate tax savings that compound over decades.
05:59.719 --> 06:09.904
[SPEAKER_00]: Second, you develop your organizational chart, bringing on key partners and clearly defining their responsibilities and success factors is critical in your business.
06:10.164 --> 06:13.065
[SPEAKER_00]: Here's what's different about the microfamily office approach.
06:13.265 --> 06:16.507
[SPEAKER_00]: You're not hiring a full-time team like the ultra-wealthy.
06:16.687 --> 06:21.371
[SPEAKER_00]: Forget the one size fits all financial advisors who claim to do everything.
06:21.511 --> 06:27.136
[SPEAKER_00]: You need specialists, your tax strategist who actually understands equity compensation.
06:27.216 --> 06:33.822
[SPEAKER_00]: You're a state attorney who gets the tech wealth trajectory and a good bookkeeper to handle all of your expenses.
06:34.063 --> 06:35.644
[SPEAKER_00]: Yes, even personal one.
06:35.884 --> 06:39.627
[SPEAKER_00]: This frees you up to be the CEO focusing on what matters.
06:40.268 --> 06:42.830
[SPEAKER_00]: reading the reports and managing the results.
06:43.110 --> 06:47.754
[SPEAKER_00]: But unlike a single family office, you aren't hiring these people into full-time roles.
06:47.954 --> 06:51.276
[SPEAKER_00]: These are fractional roles that you can lean on when needed.
06:51.436 --> 06:54.158
[SPEAKER_00]: This could be a monthly retainer or an hourly rate.
06:54.438 --> 06:58.722
[SPEAKER_00]: Third, you create a business launch plan that brings it all to life.
06:58.982 --> 07:03.265
[SPEAKER_00]: This is your concrete roadmap for making your microfamily office operational
07:03.665 --> 07:06.926
[SPEAKER_00]: with timelines, milestones, and accountability measures.
07:07.366 --> 07:13.027
[SPEAKER_00]: Just like launching a product in tech, you need sprints, deliverables, and measurable outcomes.
07:13.327 --> 07:13.847
[SPEAKER_00]: No more.
07:14.387 --> 07:16.648
[SPEAKER_00]: Some day I'll get my finances organized.
07:17.008 --> 07:20.328
[SPEAKER_00]: This is your deployment schedule for wealth operations.
07:20.548 --> 07:27.210
[SPEAKER_00]: To complete steps one and two, you can expect, ninety days, assuming you can give a few hours per week to it.
07:27.390 --> 07:28.550
[SPEAKER_00]: The templates are already built.
07:29.270 --> 07:30.711
[SPEAKER_00]: The frameworks are tested.
07:31.292 --> 07:32.914
[SPEAKER_00]: You just need to execute.
07:33.054 --> 07:35.756
[SPEAKER_00]: And once done, this is where the real fun begins.
07:36.017 --> 07:39.100
[SPEAKER_00]: You're moving on to step three, the run phase.
07:39.460 --> 07:44.565
[SPEAKER_00]: This is where your microfamily office becomes fully operational using a predictable rhythm.
07:44.845 --> 07:51.529
[SPEAKER_00]: You're not managing every tiny detail, you're operating at the strategic level with a systematic cadence.
07:51.869 --> 07:55.352
[SPEAKER_00]: The run phase operates on what I call the run cycle.
07:55.572 --> 08:08.460
[SPEAKER_00]: Every quarter you plan your strategy, assess your performance, divest from underperforming or over concentrated positions, invest according to your thesis, monitor your progress, operate your systems,
08:08.700 --> 08:12.003
[SPEAKER_00]: learn from results and optimize for the next cycle.
08:12.243 --> 08:18.948
[SPEAKER_00]: The key is that every year you develop a natural business plan for managing your portfolio, quarter over a quarter.
08:19.269 --> 08:28.636
[SPEAKER_00]: You're literally treating your wealth like the sophisticated business it deserves to be with clear objectives, measurable outcomes, and systematic execution.
08:28.837 --> 08:31.999
[SPEAKER_00]: This isn't about micromanaging every investment decision.
08:32.199 --> 08:36.443
[SPEAKER_00]: It's about creating a predictable operating rhythm that ensures your wealth
08:36.863 --> 08:39.824
[SPEAKER_00]: is working as hard and as smart as you are.
08:40.104 --> 08:41.605
[SPEAKER_00]: Here's what surprises most people.
08:41.785 --> 08:47.107
[SPEAKER_00]: With this operating rhythm in place, your results accelerate faster than you expect.
08:47.448 --> 08:55.051
[SPEAKER_00]: When you consistently measure and manage your portfolio like this, it grows like a well-tended garden compound returns become inevitable.
08:55.891 --> 08:57.053
[SPEAKER_00]: not accidental.
08:57.233 --> 09:02.740
[SPEAKER_00]: Let me give you some real numbers on what changes when you operate using this wealth ops framework.
09:02.940 --> 09:05.744
[SPEAKER_00]: First, cost efficiency is dramatic.
09:05.984 --> 09:12.472
[SPEAKER_00]: A traditional single family office requires two to three million dollars per year minimum just to keep the lights on.
09:12.652 --> 09:25.835
[SPEAKER_00]: A properly structured microfamily office typically runs between fifteen thousand and a hundred fifty thousand dollars a year annually, depending on your complexity, and it often pays for itself through smarter tax strategies alone.
09:26.095 --> 09:34.817
[SPEAKER_00]: I know for myself, I pay around twenty seven thousand dollars a year for my microfamily office, and that is point four percent to manage the whole thing.
09:35.317 --> 09:36.518
[SPEAKER_00]: that's incredible value.
09:36.898 --> 09:40.101
[SPEAKER_00]: Second, you get real control and transparency.
09:40.281 --> 09:51.169
[SPEAKER_00]: Instead of wondering, what's happening with my money and getting generic quarterly reports, you know exactly where every dollar is, why it's there and what it's supposed to accomplish.
09:51.469 --> 09:53.811
[SPEAKER_00]: Third, true scalability.
09:54.091 --> 10:00.696
[SPEAKER_00]: The same frameworks that work efficiently with three million dollars work beautifully with thirty million dollars.
10:00.877 --> 10:03.599
[SPEAKER_00]: Your microfamily office grows with your wealth
10:04.219 --> 10:05.640
[SPEAKER_00]: instead of becoming a bottleneck.
10:05.860 --> 10:12.082
[SPEAKER_00]: These are three of the main reasons I manage my seven million dollar portfolio using the wealth ops framework.
10:12.282 --> 10:14.803
[SPEAKER_00]: Now I can already hear the objection, Christopher.
10:15.223 --> 10:17.484
[SPEAKER_00]: This sounds like it would take over my life.
10:17.824 --> 10:18.984
[SPEAKER_00]: Let me be straight with you.
10:19.064 --> 10:28.488
[SPEAKER_00]: You're either going to spend time properly managing your wealth or you're going to spend time lying awake at night worrying about whether it's being managed properly.
10:28.728 --> 10:33.412
[SPEAKER_00]: The wealth ops framework is specifically designed for busy, successful people.
10:33.512 --> 10:38.495
[SPEAKER_00]: The heavy lifting happens during the build step, which takes a few months to complete properly.
10:38.876 --> 10:47.162
[SPEAKER_00]: Once you're operational, you're looking at maybe eight to twelve hours per month, less time than you're probably spend researching your next car purchase.
10:47.442 --> 10:48.563
[SPEAKER_00]: And here's the beautiful part.
10:48.723 --> 10:51.624
[SPEAKER_00]: You don't need to become a financial expert overnight.
10:51.924 --> 10:58.985
[SPEAKER_00]: You're building a system that leverages real experts while keeping you in the driver's seat for the big strategic decisions.
10:59.325 --> 11:07.047
[SPEAKER_00]: The alternative is staying stuck in the financial dead zone, hoping your current approach somehow magically starts working better.
11:07.267 --> 11:13.708
[SPEAKER_00]: Look, if you have one to thirty million dollars in net worth and you're ready to implement the wealth ops framework,
11:14.328 --> 11:15.429
[SPEAKER_00]: But need some more direction.
11:15.769 --> 11:18.892
[SPEAKER_00]: I invite you to check out the free training I recently recorded.
11:19.012 --> 11:27.619
[SPEAKER_00]: In this training, I'm going deep on the architect and build phases so that you have what you need to get your microfamily office off the ground.
11:27.719 --> 11:32.323
[SPEAKER_00]: Just head to welthops.io or click the link down below this video.
11:32.543 --> 11:42.700
[SPEAKER_00]: And if you're wondering how a two million dollar portfolio running the wealth ops framework can realistically generate twenty thousand per month in income without touching the principle.
11:43.000 --> 11:45.605
[SPEAKER_00]: This video is going to blow your mind.
11:46.466 --> 11:46.907
[SPEAKER_00]: See you soon.
00:00.171 --> 00:09.339
[SPEAKER_00]: If you're sitting on one to thirty million dollars in that worth, the wealth management industry has essentially left you stranded in what I call the financial dead zone.
00:09.560 --> 00:17.567
[SPEAKER_00]: You've outgrown basic personal financial advice, but you're not quite wealthy enough for those exclusive family offices reserved for the ultra rich.
00:17.847 --> 00:18.508
[SPEAKER_00]: Sound familiar?
00:18.868 --> 00:23.652
[SPEAKER_00]: Here's the thing, you don't need to accept being stuck in financial nomans land.
00:24.393 --> 00:32.381
[SPEAKER_00]: I'm Christopher Nelson, a former tech CEO, who went from managing other people's systems to managing my own seven million dollar portfolio.
00:32.681 --> 00:40.709
[SPEAKER_00]: Today, I'm going to reveal the exact framework I use, the same wealth building advantages that billionaire families have been using for decades.
00:40.889 --> 00:48.716
[SPEAKER_00]: This framework now generates consistent monthly cash flow that covers our family's essential expenses, giving me the ultimate luxury
00:49.457 --> 00:50.617
[SPEAKER_00]: time with my three boys.
00:50.917 --> 00:58.280
[SPEAKER_00]: By the end of this video, you'll have a clear road map to take control of your wealth, like the CEO of your own financial empire.
00:58.600 --> 01:06.802
[SPEAKER_00]: But first, let me paint the picture of what this financial dead zone actually looks like and why it's costing you more than you realize.
01:07.062 --> 01:13.284
[SPEAKER_00]: Traditional wealth managers treat you exactly the same, whether you have a hundred thousand dollars or ten million dollars.
01:13.484 --> 01:17.025
[SPEAKER_00]: The same cookie cutter portfolios, the same generic advice.
01:17.385 --> 01:22.849
[SPEAKER_00]: Meanwhile, families with one hundred million dollars or more operate in a completely different universe.
01:23.009 --> 01:36.778
[SPEAKER_00]: They have dedicated single-family offices with full-time teams costing two to three million dollars per year to run, giving them access to private investments, sophisticated tax strategies, and institutional grade wealth management.
01:37.018 --> 01:40.100
[SPEAKER_00]: So while you're sitting on concentrated stock positions,
01:40.740 --> 01:48.602
[SPEAKER_00]: wondering what your next move should be, ultra wealthy families are systematically diversifying into income-producing assets.
01:48.822 --> 01:54.944
[SPEAKER_00]: The worst part, you have the capital to implement these strategies, you just don't have access to the playbook.
01:55.184 --> 02:04.387
[SPEAKER_00]: You're literally in wealth management purgatory to sophisticated for basic advice, but supposedly not wealthy enough for the real strategies.
02:04.827 --> 02:11.575
[SPEAKER_00]: So you end up managing millions like somebody with thousands leaving massive opportunities on the table.
02:11.796 --> 02:15.060
[SPEAKER_00]: But here's what the wealth management industry doesn't want you to know.
02:15.260 --> 02:20.786
[SPEAKER_00]: You can absolutely operate like a family office without the hundred million dollar minimum.
02:21.407 --> 02:23.289
[SPEAKER_00]: or the multi-million dollar overhead.
02:23.569 --> 02:26.691
[SPEAKER_00]: This is where the microfamily office comes in.
02:27.032 --> 02:45.827
[SPEAKER_00]: A microfamily office gives you institutional grade wealth management using three key innovations, fractional specialists instead of full-time staff, modern technology instead of expensive infrastructure and proven frameworks that hand you the playbook instead of making you write it yourself.
02:46.167 --> 02:54.714
[SPEAKER_00]: You get all the strategic advantages of how billionaires manage money, but at a scale that actually makes sense for your situation.
02:54.794 --> 03:00.018
[SPEAKER_00]: Here's exactly how you build one from scratch using what I call the Well Thoughts framework.
03:00.419 --> 03:07.345
[SPEAKER_00]: Think of this as your blueprint for going from wealth management amateur hour to operating like a seasoned family office.
03:07.605 --> 03:09.807
[SPEAKER_00]: There are three distinct steps.
03:10.507 --> 03:13.189
[SPEAKER_00]: Architect, build, and run.
03:13.429 --> 03:18.352
[SPEAKER_00]: Most people jump straight into picking investments, which is like building a house without blueprints.
03:18.512 --> 03:24.716
[SPEAKER_00]: The architect phase is about getting crystal clear on your strategy before you make another investment.
03:24.856 --> 03:27.538
[SPEAKER_00]: First you create what I call your legacy statement.
03:27.598 --> 03:29.860
[SPEAKER_00]: This isn't some feel good exercise.
03:30.340 --> 03:34.222
[SPEAKER_00]: This becomes your North Star for every financial decision you'll make.
03:34.382 --> 03:41.325
[SPEAKER_00]: You can build all the wealth in the world, but without a clear legacy statement, you're just accumulating assets without purpose.
03:41.585 --> 03:49.769
[SPEAKER_00]: Are you building wealth for early retirement, generational impact, funding a specific lifestyle, write it down, and make it specific.
03:50.069 --> 03:52.970
[SPEAKER_00]: It's very easy to either skip this or rush it.
03:53.211 --> 03:53.571
[SPEAKER_00]: Don't.
03:53.991 --> 03:56.112
[SPEAKER_00]: Next, you develop your investment thesis.
03:56.452 --> 04:13.675
[SPEAKER_00]: Your investment thesis is the strategic playbook that translates your goals and risk tolerance into specific actionable investment criteria that every opportunity must pass before earning a place in your portfolio based on your goals, timelines and risk tolerance.
04:14.356 --> 04:16.537
[SPEAKER_00]: What asset classes makes sense for you?
04:16.977 --> 04:23.519
[SPEAKER_00]: One percentage should go into income generating real estate versus public markets versus private investments.
04:23.899 --> 04:28.740
[SPEAKER_00]: This becomes your master allocation blueprint that defines where you invest next.
04:29.041 --> 04:33.402
[SPEAKER_00]: Every billion dollar family office is run with an investment thesis.
04:33.702 --> 04:41.632
[SPEAKER_00]: If you want help with these, be sure to check out our free training at welthops.io or click the link below this video.
04:41.852 --> 04:51.624
[SPEAKER_00]: We go deep into creating a robust legacy statement and investment thesis before moving on to more tactical aspects of the build phase.
04:52.004 --> 04:56.988
[SPEAKER_00]: Finally, you complete a comprehensive assessment of where you are right now.
04:57.228 --> 05:00.311
[SPEAKER_00]: Your current assets, operations, and maturity level.
05:00.651 --> 05:05.435
[SPEAKER_00]: This honest evaluation becomes your starting point for everything that you build next.
05:05.675 --> 05:09.158
[SPEAKER_00]: With this complete, we can move on to step number two.
05:09.258 --> 05:12.461
[SPEAKER_00]: Now, here's where well-thops really changes the game.
05:13.041 --> 05:21.786
[SPEAKER_00]: We don't just tell you what to do, we give you the exact templates, processes, and frameworks you need to focus on execution.
05:21.886 --> 05:26.168
[SPEAKER_00]: Think of it like getting the source code instead of just getting the documentation.
05:26.368 --> 05:29.890
[SPEAKER_00]: The build phase focuses on three key areas.
05:30.371 --> 05:30.691
[SPEAKER_00]: First,
05:31.271 --> 05:40.522
[SPEAKER_00]: Create your portfolio business structure, starting with a holding company that gives you the legal and tax foundation for a sophisticated wealth management business.
05:40.922 --> 05:49.332
[SPEAKER_00]: I learned this the hard way after my IPO, I had all of this equity compensation sitting in my personal accounts letting it bleed into my lifestyle.
05:49.492 --> 05:51.855
[SPEAKER_00]: Once I implemented the holding company structure,
05:52.595 --> 05:53.476
[SPEAKER_00]: Game changer.
05:53.676 --> 05:59.258
[SPEAKER_00]: We're talking a launch point to legitimate tax savings that compound over decades.
05:59.719 --> 06:09.904
[SPEAKER_00]: Second, you develop your organizational chart, bringing on key partners and clearly defining their responsibilities and success factors is critical in your business.
06:10.164 --> 06:13.065
[SPEAKER_00]: Here's what's different about the microfamily office approach.
06:13.265 --> 06:16.507
[SPEAKER_00]: You're not hiring a full-time team like the ultra-wealthy.
06:16.687 --> 06:21.371
[SPEAKER_00]: Forget the one size fits all financial advisors who claim to do everything.
06:21.511 --> 06:27.136
[SPEAKER_00]: You need specialists, your tax strategist who actually understands equity compensation.
06:27.216 --> 06:33.822
[SPEAKER_00]: You're a state attorney who gets the tech wealth trajectory and a good bookkeeper to handle all of your expenses.
06:34.063 --> 06:35.644
[SPEAKER_00]: Yes, even personal one.
06:35.884 --> 06:39.627
[SPEAKER_00]: This frees you up to be the CEO focusing on what matters.
06:40.268 --> 06:42.830
[SPEAKER_00]: reading the reports and managing the results.
06:43.110 --> 06:47.754
[SPEAKER_00]: But unlike a single family office, you aren't hiring these people into full-time roles.
06:47.954 --> 06:51.276
[SPEAKER_00]: These are fractional roles that you can lean on when needed.
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[SPEAKER_00]: This could be a monthly retainer or an hourly rate.
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[SPEAKER_00]: Third, you create a business launch plan that brings it all to life.
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[SPEAKER_00]: This is your concrete roadmap for making your microfamily office operational
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[SPEAKER_00]: with timelines, milestones, and accountability measures.
07:07.366 --> 07:13.027
[SPEAKER_00]: Just like launching a product in tech, you need sprints, deliverables, and measurable outcomes.
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[SPEAKER_00]: No more.
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[SPEAKER_00]: Some day I'll get my finances organized.
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[SPEAKER_00]: This is your deployment schedule for wealth operations.
07:20.548 --> 07:27.210
[SPEAKER_00]: To complete steps one and two, you can expect, ninety days, assuming you can give a few hours per week to it.
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[SPEAKER_00]: The templates are already built.
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[SPEAKER_00]: The frameworks are tested.
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[SPEAKER_00]: You just need to execute.
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[SPEAKER_00]: And once done, this is where the real fun begins.
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[SPEAKER_00]: You're moving on to step three, the run phase.
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[SPEAKER_00]: This is where your microfamily office becomes fully operational using a predictable rhythm.
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[SPEAKER_00]: You're not managing every tiny detail, you're operating at the strategic level with a systematic cadence.
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[SPEAKER_00]: The run phase operates on what I call the run cycle.
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[SPEAKER_00]: Every quarter you plan your strategy, assess your performance, divest from underperforming or over concentrated positions, invest according to your thesis, monitor your progress, operate your systems,
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[SPEAKER_00]: learn from results and optimize for the next cycle.
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[SPEAKER_00]: The key is that every year you develop a natural business plan for managing your portfolio, quarter over a quarter.
08:19.269 --> 08:28.636
[SPEAKER_00]: You're literally treating your wealth like the sophisticated business it deserves to be with clear objectives, measurable outcomes, and systematic execution.
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[SPEAKER_00]: This isn't about micromanaging every investment decision.
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[SPEAKER_00]: It's about creating a predictable operating rhythm that ensures your wealth
08:36.863 --> 08:39.824
[SPEAKER_00]: is working as hard and as smart as you are.
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[SPEAKER_00]: Here's what surprises most people.
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[SPEAKER_00]: With this operating rhythm in place, your results accelerate faster than you expect.
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[SPEAKER_00]: When you consistently measure and manage your portfolio like this, it grows like a well-tended garden compound returns become inevitable.
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[SPEAKER_00]: not accidental.
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[SPEAKER_00]: Let me give you some real numbers on what changes when you operate using this wealth ops framework.
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[SPEAKER_00]: First, cost efficiency is dramatic.
09:05.984 --> 09:12.472
[SPEAKER_00]: A traditional single family office requires two to three million dollars per year minimum just to keep the lights on.
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[SPEAKER_00]: A properly structured microfamily office typically runs between fifteen thousand and a hundred fifty thousand dollars a year annually, depending on your complexity, and it often pays for itself through smarter tax strategies alone.
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[SPEAKER_00]: I know for myself, I pay around twenty seven thousand dollars a year for my microfamily office, and that is point four percent to manage the whole thing.
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[SPEAKER_00]: that's incredible value.
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[SPEAKER_00]: Second, you get real control and transparency.
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[SPEAKER_00]: Instead of wondering, what's happening with my money and getting generic quarterly reports, you know exactly where every dollar is, why it's there and what it's supposed to accomplish.
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[SPEAKER_00]: Third, true scalability.
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[SPEAKER_00]: The same frameworks that work efficiently with three million dollars work beautifully with thirty million dollars.
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[SPEAKER_00]: Your microfamily office grows with your wealth
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[SPEAKER_00]: instead of becoming a bottleneck.
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[SPEAKER_00]: These are three of the main reasons I manage my seven million dollar portfolio using the wealth ops framework.
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[SPEAKER_00]: Now I can already hear the objection, Christopher.
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[SPEAKER_00]: This sounds like it would take over my life.
10:17.824 --> 10:18.984
[SPEAKER_00]: Let me be straight with you.
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[SPEAKER_00]: You're either going to spend time properly managing your wealth or you're going to spend time lying awake at night worrying about whether it's being managed properly.
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[SPEAKER_00]: The wealth ops framework is specifically designed for busy, successful people.
10:33.512 --> 10:38.495
[SPEAKER_00]: The heavy lifting happens during the build step, which takes a few months to complete properly.
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[SPEAKER_00]: Once you're operational, you're looking at maybe eight to twelve hours per month, less time than you're probably spend researching your next car purchase.
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[SPEAKER_00]: And here's the beautiful part.
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[SPEAKER_00]: You don't need to become a financial expert overnight.
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[SPEAKER_00]: You're building a system that leverages real experts while keeping you in the driver's seat for the big strategic decisions.
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[SPEAKER_00]: The alternative is staying stuck in the financial dead zone, hoping your current approach somehow magically starts working better.
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[SPEAKER_00]: Look, if you have one to thirty million dollars in net worth and you're ready to implement the wealth ops framework,
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[SPEAKER_00]: But need some more direction.
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[SPEAKER_00]: I invite you to check out the free training I recently recorded.
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[SPEAKER_00]: In this training, I'm going deep on the architect and build phases so that you have what you need to get your microfamily office off the ground.
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[SPEAKER_00]: Just head to welthops.io or click the link down below this video.
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[SPEAKER_00]: And if you're wondering how a two million dollar portfolio running the wealth ops framework can realistically generate twenty thousand per month in income without touching the principle.
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[SPEAKER_00]: This video is going to blow your mind.
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[SPEAKER_00]: See you soon.
