What you'll learn in this workshop:
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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)
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
DISCLAIMER
WealthOps (Wealthward Publishing LLC) provides educational content only. We are not financial advisors, CPAs, attorneys, or licensed professionals. Our programs teach general wealth structuring concepts and should not be construed as financial, investment, tax, legal, or accounting advice. You must consult qualified professionals (CPA, attorney, financial advisor) before implementing any strategies. No guarantees of results. Individual outcomes vary significantly.
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.