{"podcast":{"title":"Managing Tech Millions","slug":"managing-tech-millions-6705312","podcast_index_feed_id":6705312,"rss_url":"https://feeds.redcircle.com/8f2225e0-c4ac-469c-9e36-07f3677a22a7","website_url":"https://redcircle.com/shows/tech-equity-and-money-talk","image_url":"https://media.redcircle.com/images/2025/1/21/17/038d64ac-3862-49d0-9fb0-9c12a3796373_f3-43c9-be6f-34886fbe6fae_new_tcmt_cover_art_2.jpg","author":"Christopher Nelson","episode_count":169,"summary":"Welcome to Managing Tech Millions! http://www.managingtechmillions.com/ is where you could hang out with experienced tech industry executives, ask them about career growth, equity compensation, money, investing, financial strategies, and more; then take an insight or two to guide your own career and lifestyle? That’s what we do each week on Managing Tech Millions. Hosted by Christopher Nelson –– author, tech exec, and Principal and Co-Founder of Wealthward Capital –– every episode is an in-depth look at how to navigate tech careers in hyper-growth companies, select the right companies to work for, earn equity, and build a passive income portfolio. The goal is to give you the information you need to grow your career, build wealth, and make an impact!","last_synced_at":"2026-07-22T04:18:42.997737+00:00","page_url":"https://stenobird.com/podcast/managing-tech-millions-6705312"},"episode":{"title":"149: Build your own MICRO FAMILY OFFICE in 2026 — Here's How...","slug":"149-build-your-own-micro-family-office-in-2026-here-s-how","published_at":"2026-03-10T23:13:45+00:00","page_url":"https://stenobird.com/podcast/managing-tech-millions-6705312/149-build-your-own-micro-family-office-in-2026-here-s-how","show_page_url":"https://stenobird.com/podcast/managing-tech-millions-6705312","url":"http://www.managingtechmillions.com/","audio_url":"https://audio3.redcircle.com/episodes/baa09423-a158-4908-9aab-92b7fa7802e3/stream.mp3","summary":"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? 📆 March 18th at 7pm to 9pm (Central US) One of the biggest myths in wealth management is that once you reach $1M in net worth, the smartest move is to hand your money to a financial advisor and trust the process. But the wealth management industry wasn’t actually designed for this segment. It was built for two very different groups: the mass market, and the ultra-wealthy. On one end, investors with a few hundred thousand dollars receive standardized portfolios and product-driven advice. On the other end, families with $100M+ have access to full Single Family Offices with dedicated teams managing investments, tax strategy, and governance. If you sit somewhere in the middle — roughly $1M to $30M in investable assets — you fall into what I call the financial services desert . You’ve outgrown basic personal finance. But you’re not large enough to justify a traditional family office. The result is that many people at this level receive essentially the same advice as someone with $200,000 — just at a higher price point. The alternative is to build your own system. In this week’s episode, I walk through the framework I use to manage my own portfolio: the Micro Family Office . Instead of outsourcing everything to advisors, the Micro Family Office is a lean wealth management business built around your capital. It uses fractional specialists, modern technology, and proven f…","meta_description":"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…","key_points":[],"chapters":[],"topics":[],"duration_seconds":669,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/managing-tech-millions-6705312/episodes/149-build-your-own-micro-family-office-in-2026-here-s-how/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/managing-tech-millions-6705312/149-build-your-own-micro-family-office-in-2026-here-s-how.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}