The Blueprint To Setup Your Own Micro Family Office In The Next 90-Days

without the costly mistakes or turning wealth management into a second job

In this masterclass, I'll walk you through the 3-phase system that transformed my scattered $6.8M portfolio into $175K of predictable cash flow — and how to architect it to last generations.

What you’ll learn in this masterclass:

  • Escape the $1M-$10M "Financial Dead Zone" 
    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
  • 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
  • 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
  • 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
  • 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)
your instructor

Christopher Nelson

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

What Your Peers Said About The Training

DISCLAIMER
The information provided on this website is for educational purposes only and does not constitute financial, investment, or legal advice. WealthOps educational materials are designed to help you learn about wealth management strategies and systems. Your results will depend on your personal circumstances, effort, and application of the concepts taught. We make no guarantees about your financial outcomes or investment returns. Past performance does not guarantee future results. You should consult with qualified financial professionals before making any investment decisions. All investments carry risk, including the potential loss of principal.

RESULTS DISCLAIMER
Testimonials and examples used are exceptional results and do not guarantee that you or others will achieve the same outcomes. Typical results vary widely, and many participants may experience little to no results. Success in wealth management requires dedication, learning, and consistent application of principles over time.