Join me for The WealthOps Way—our free live masterclass designed to help you stop guessing and start running your wealth like a business.

You’ll go from scattered to strategic as you craft your own Portfolio Thesis—the foundation of everything that follows.

👉 In just one session, you’ll:

• Clarify your long-term vision
• Define your next best investment move
• Build the system that turns wealth into freedom

When? 📆 February 4th at 7pm to 9pm (Central US)

In 2025, 1,000 new millionaires were created every single day in the US. But here’s the problem—the moment you cross that threshold, you enter what I call the financial service desert. You’re too wealthy for cookie-cutter financial advisors, but you don’t have the $100 million minimum access a traditional single family office.

The result? Highly successful individuals get stuck in analysis paralysis or make bad investment decisions, which can lead to million-dollar mistakes.

I’ve been there. In 2012, I made my first million and soon realized that the traditional wealth management options were not serving my needs. After talking to several wealth advisors, I realized no one had my best interests in mind. So, I studied how the ultra-wealthy manage their money through family offices—and built what I now call a Micro Family Office.

Today, my portfolio generates over $200,000 annually in cash flow, while still growing, and I’ve been able to retire at 51 and focus on what truly matters to me: my family and health.

In this episode, I’m breaking down the four-phase process I used to build my own Micro Family Office in 2026. These are the same steps you can use to manage your wealth like the business it truly is.

How can an 8% return outperform a 12% return over time?

The answer has nothing to do with taking more risk, and everything to do with what you actually keep.

In this episode, I break down the concept of Structured Alpha—a framework used by ultra-wealthy families to measure after-tax performance instead of headline returns. Most investors obsess over gross returns, but taxes quietly erode 2–4% of their portfolio every year. Over decades, that can mean millions lost to inefficiency.

You’ll learn why gross returns are misleading, how income type matters more than yield, and how combining income architecture with tax optimization can dramatically increase long-term wealth—without increasing market risk.

We’ll walk through real examples across different portfolio sizes and show how investors with $1M–$30M can systematically keep more of what they earn, letting compounding do the heavy lifting.

If you’re serious about building wealth like a business—and not leaving money on the table—this episode will change how you evaluate returns forever.

Most people listenins to this episode should not build their own wealth management infrastructure. And hearing that upfront might save you from a very expensive mistake.

Managing an $8M Micro Family Office has taught me something most content in this space avoids saying out loud: this approach is incredibly powerful—but only for a very specific type of person. If even one of five key conditions applies to you, building a Micro Family Office will likely create more friction than freedom. But if none of them apply, managing your wealth like a business may be the highest-return decision you ever make.

In this episode, I walk through the five reasons you should not build a Micro Family Office—covering mindset, time commitment, tax strategy, portfolio structure, and asset scale. This isn’t hype or theory. It’s a reality check based on running my own portfolio with a CEO-level operating model, where income, growth, and preservation work together as a single system.

You’ll hear why passive, “set it and forget it” investors are better served by traditional advisors, why proactive tax strategy can quietly add tens of thousands of dollars per year to your bottom line, and why portfolios under $1M usually don’t justify the infrastructure required. We’ll also break down the real weekly time commitment, what “active ownership” actually looks like, and the critical difference between drawdown portfolios and Evergreen Portfolios designed to fund life without selling assets.

This conversation reframes wealth entirely: a multi-million-dollar portfolio isn’t just an account—it’s a business. One capable of generating six figures in annual income with a fraction of the effort most people spent building their careers. The question isn’t whether you’re capable of running it. It’s whether this model truly fits how you want to live, think, and engage with your money.

If you’re frustrated with cookie-cutter advice, want real control over your financial future, and are serious about building generational wealth—not just spending it down—this episode will help you decide, clearly and honestly, whether a Micro Family Office is the right path for you.