Become The CEO
Of Your Wealth
WealthOps has one goal: to give you the expertise and confidence to systematically optimize, grow, and preserve your wealth even if you aren't a financial expert or have limited time.
You’re Stuck In The Financial Dead Zone
You've mastered your field. Built something significant. Created wealth through intelligence, strategy, and relentless execution.
But now you face a problem that success creates: you're caught in the "financial dead zone."
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?
- I want the cash flow from my portfolio to replace my salary within the next 2-5 years but have no idea where to start
- I research $10K decisions for months but let someone plan my $5M portfolio in 45 minutes
- 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
- 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)
- I worked 80-hour weeks for a decade to build this wealth, only to get the same copy-paste advice as someone with $250K
- 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™
The right-sized solution for $1-30M portfolios
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
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™
Wealth management systems designed for high earners.
- Systematic 4-phase framework
- Technology-enabled efficiency
- Proactive tax optimization
- Access to private deals
Multi-Family Office
Shared family office services serving multiple UHNW families.
- Shared resources & expertise
- Reduced individual attention
- Minimal customization
- Lower flexibility
Single Family Office
Dedicated family office with full-time staff serving one family.
- 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
The proven 4-phase system that transforms scattered assets into a systematic wealth operation so you can stop managing your wealth like it's a side project.
Architect
Engineer your wealth vision, define measurable goals, and craft your investment thesis. Build the strategic blueprint that guides every major financial decision.
Build
Deploy systems, infrastructure, and core Micro Family Office components—entity formation, tax optimization, and private investment access that scales with your wealth.
Run
Execute like a CEO. Implement disciplined review cycles, optimization strategies, investment tracking, and strategic partner management with measurable results.
Succession
Future-proof your legacy through family governance, next-generation education, estate planning, and leadership development systems.
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?
About WealthOps
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
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™
What you’ll learn in this workshop:
- 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)
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.