Become The CEO
Of Your Wealth
The systematic framework that transforms scattered assets into a strategic wealth operation so you can finally stop managing your wealth like it's a weekend hobby.
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 $500K 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.
- 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)
- I research $10K decisions for months but let someone plan my $5M portfolio in 45 minutes
- 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
- I want the cash flow from my portfolio to replace my salary within the next 2-5 years
- The disconnect 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.
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
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 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.
Traditional Investing
Standard retail investment accounts and basic financial advisory services.
- Robo-advisors and basic portfolios
- Generic asset allocation models
- Limited investment options
- Minimal customization
Micro Family Office™
Wealth management systems designed for successful professionals and entrepreneurs.
- Systematic 4-phase framework
- Alternative investment access
- Tax optimization strategies
- Technology-enabled efficiency
Multi-Family Office
Shared family office services serving multiple ultra-high-net-worth families.
- Robo-advisors and basic portfolios
- Generic asset allocation models
- Limited investment options
- Minimal customization
Single Family Office
Dedicated family office with full-time staff serving one ultra-wealthy family.
- Dedicated full-time team
- Exclusive investment opportunities
- Complete lifestyle management
- Multi-generational planning
You built your wealth by applying systematic thinking, measuring performance, and optimizing for results. Why should managing that wealth be any different?
The Micro Family Office framework treats your portfolio like the sophisticated business operation it deserves to be—with clear processes, measurable outcomes, and strategic oversight.
This isn't theoretical—it's a proven 4-phase system that hundreds of professionals have used to transform from wealth creators into wealth managers.
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? Here's how other professionals like you have used this system...
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 12 years with 3 sons
- A part of 3 IPO's in an executive role
- Raised 2 funds totaling $47m (exited)
- Running my Micro Family Office for 4 years
Ready to build your Micro Family Office™
Join Christopher Nelson for an exclusive 60-minute masterclass where he breaks down the exact 4-phase framework for systematically managing $1-30M portfolios like a business.
What you’ll learn in this masterclass:
- The 5 Money Mindset Secrets that drive the ultra-wealthy
- The "Evergreen" portfolio secret ultra-wealthy families use
- The 4-phase WealthOps framework to start and run a MiFO
- How I deployed my first $500K to generate $45k in income
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.