Become The CEO
Of Your Wealth
You've built millions through disciplined execution. So why are you treating your wealth like a side project? Get the proven WealthOps framework to architect it strategically, build it systematically, and run it confidently with your own Micro Family Office.
You’re Stuck In
The Financial Service Desert
Here's the brutal reality:
Below you: Traditional wealth managers who treat your $5M like their $250K client - same generic portfolios, same basic diversification, same advice you could get from ChatGPT.
Above you: Family offices that demand $100M+ minimums and treat you like you're "not quite there yet."
The result? You're managing your most important asset - your family’s financial future - like it's a weekend hobby.
Do any of these hit uncomfortably close to home?
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I want the cash flow from my portfolio to replace my salary within the next 2-5 years but have no idea how do it in safe and predictable way
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I research $10K decisions for months but let someone plan my $5M portfolio in 45 minutes
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I know I need to stop treating my wealth management like a side hustle, but I don't have time to become a full-time investor
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I've got millions in assets but I'm still chained to my paycheck like I'm living paycheck-to-paycheck (just with bigger numbers on the screen)
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I worked 80-hour weeks for a decade to build this wealth, only to get the same copy-paste advice as someone with $250K
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My equity comp is a significant part of my net worth, and I've got it on set-it-and-forget-it mode
This disconnection is killing you. You built your fortune like a CEO - with systems, frameworks, and relentless optimization. But now you're managing millions like an amateur investor hoping it all works out.
The gap between how you earned your wealth and how you're managing it isn't just frustrating - it's dangerous.
You need an approach that treats your wealth like what it is: a sophisticated operation that deserves the same strategic attention you gave to building it.
Introducing the
Micro Family Office™
That sophisticated operation you need? It already exists.
What if you could access the same strategic wealth management systems that billionaire families use—without the $100M minimum or the bureaucratic overhead?
A Micro Family Office (MiFO) gives you all the strategic advantages of a traditional family office, but optimized for your wealth level. It's lean, modern, tech-forward, and designed specifically for first-generation wealth creators.
Here's how it compares:
Traditional Advisors
$100K - $1M
Standard retail investment accounts and basic financial advisory services.
One-size-fits-all portfolios
Limited to public investments
No strategic tax planning
Generic asset allocation
Micro Family Office™
$1M - $30M
Wealth management systems designed for high earners.
Systematic 4-phase framework
Technology-enabled efficiency
Proactive tax optimization
Access to private deals
WealthOps Sweet Spot
Multi-Family Office
$30M - $100M
Shared family office services serving multiple UHNW families.
Shared resources & expertise
Reduced individual attention
Minimal customization
Lower flexibility
Single Family Office
$100M+
Shared family office services serving multiple UHNW families.
Multi-generational planning
Dedicated full-time team
Complete lifestyle mgmt
Exclusive investments
You built your wealth by applying systematic thinking, measuring performance, and optimizing for results. Why should managing that wealth be any different?
The WealthOps framework treats your portfolio like the business operation it deserves to be—with clear processes, measurable outcomes, and strategic oversight.
We are giving you the playbook that took years to develop, refined by working with hundreds of high earners, and distilled into a clear 4-phase system that you can implement without making wealth management another job.
Here's exactly how it works…
The WealthOps Framework
Feeling like your wealth management is scattered and reactive instead of strategic? The WealthOps Framework gives you systematic control. Architect clear goals and an investment strategy, Build the infrastructure to optimize your portfolio and taxes, Run disciplined operations with measurable results, and secure Succession for long-term legacy, so you can finally manage your wealth with the same confidence and rigor you bring to your professional life.
Each phase builds systematically on the previous one, just like scaling a business. You're not jumping into complex strategies without foundation—you're building a wealth management operation that can grow with you from $1M to $100M and beyond.
Ready to see this framework in action?
MEET YOUR GUIDE
Christopher walked the exact path you're on right now. He built his wealth through effort, not handouts, then faced the same frustrating reality: scattered assets, generic advice, and the nagging feeling his money wasn't working as hard as he did to earn it.
So he did what any systematic thinker would do—he transitioned from wealth creator to wealth manager.
About Christopher:
Resides in Austin, TX
Married for 15 years with 3 sons
Part of 3 IPO’s in an executive role
Ex-GP for 2 PE Funds (raised over $15M)
Running his Micro Family Office for 4 years
At WealthOps, we exist for one reason: to help successful professionals like you transition from simply making money to being the CEO of their own Micro Family Office.
You've already proven you can create wealth. Now it's time to optimize, protect, and multiply it using the same strategies that billionaire families have used for generations—but sized perfectly for your $1-30M portfolio.
Here's what makes us different: We're educators, not salespeople. You'll never receive a pitch for a specific investment product because we don't sell them. Instead, we give you the frameworks, systems, coaching, and network to make informed decisions as the CEO of your own Micro Family Office.
Let's build your Micro Family Office™
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Escape the $1M-$10M "Financial Service Desert"
Break free from wealth limbo where you're too rich for robo-advisors but too "small" for family offices using the exact blueprint that transforms scattered investments into a structured wealth empire
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Steal the Investment Thesis Framework Used by Multi-Billion Dollar Family Offices
Copy the proven 4-part strategic blueprint (Why-What-How-Where) that ultra-wealthy families use to generate consistent returns while preserving generational wealth
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Design Your "Wealth Engine" Using Asset Category Secrets
Master the insider portfolio construction method that assigns every investment a specific job (Growth, Income, or Capital Preservation) so you always know exactly what to invest in next
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Build Your MiFO Entity Structure Like a $100M Family
Get the exact system for establishing the right business structures, asset protection entities, and tax-efficient frameworks that turn your portfolio into a protected wealth machine
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Master the "Family Office Performance Dashboard"
Learn the exact metrics, KPIs, and measurement systems that billion-dollar family offices use to monitor portfolio performance, risk management, and generational wealth building progress (but tailored for $1M - $30M portfolios)