In 2012, 97% of one portfolio was tied to a single stock—a position that felt incredible when the market was up and terrifying when it wasn’t. Traditional advisors had no real solution beyond a generic 60/40 allocation and a “withdraw 4% in retirement” plan, none of which addressed the real challenge: reducing concentration risk, generating income today, and still growing long-term wealth. That search for a better path led to studying how ultra-wealthy families manage their money—and discovering a completely different playbook.

Family offices don’t rely on the drawdown model most people are taught. Instead, they use what’s known as the Evergreen Portfolio, a structure that organizes assets into growth, income, and preservation buckets—all working together to produce cash flow without selling assets. It’s the difference between treating your portfolio like a silo that empties over time and an orchard that produces fruit year after year.

The turning point came from building an Investment Thesis—a clear strategy for goals, risk tolerance, asset allocation, and expected returns. With that blueprint in place, a multi-year reallocation replaced concentrated equity positions with a balanced structure aligned to long-term freedom. The result: a portfolio generating over $200,000 per year in cash flow while still increasing in total value by more than $2 million.

This video breaks down that entire transformation and shows why people with $1M to $30M often get the worst wealth management advice—and how the Micro Family Office approach gives you the structure, income, and strategy that traditional advisors can’t. If you want a portfolio that reduces risk, generates real income, and grows year after year without relying on hope, this is the model to follow.

Crossing the $1 million net-worth mark should feel like leveling up—but for most high earners, it’s the moment when traditional wealth management stops working. Advisors keep offering the same 60/40 portfolio they give to someone with $200K, while you’re navigating concentrated stock positions, complex tax situations, and investment opportunities completely outside their playbook. This is the financial services desert—and this video breaks down the Micro Family Office framework built to solve it.

In 14 minutes, you’ll learn why individuals with $1–$30 million are underserved by the entire financial industry and how the ultra-wealthy have quietly outperformed the market using a structure you can adopt at your scale.

Here’s what you’ll learn:

• Why traditional wealth management fails once you cross $1M

Advisors use standardized models that ignore concentrated equity, liquidity events, tax opportunities, and alternative investments.

• The origins of the family office model—from the 6th century to Rockefeller

How family offices became the most effective wealth-preservation system in history, now managing over $10 trillion globally.

• Why people with $1–$30M fall into “no man’s land”

Too wealthy for personal finance advice, not wealthy enough for a $100M+ Single Family Office.

• What a Micro Family Office is—and why it changes everything

A streamlined, systematic framework that gives you the strategic advantages of a family office without the overhead.

• The WealthOps Framework: Architect → Build → Run

A step-by-step operating system for designing, structuring, and managing your wealth like a business.

• The 7 Core Components of a Micro Family Office

Vision & Strategy

Portfolio Structure

Legal & Tax Protection

Operational Processes

Performance & Data

Team & Advisors

Executive Governance

• How this model creates clarity, control, tax efficiency, and better returns

You’ll see how high earners are transforming scattered spreadsheets into a professional-grade wealth management system.

• Real-world results from applying this framework

Diversification, income generation, improved tax planning, and a shift from reactive investing to strategic leadership.

• Why a Micro Family Office outperforms traditional advisors

Customization, holistic scope, strategic control, alternative investment evaluation, and a CEO-level approach to personal wealth.

If you're ready to learn how high-earning professionals operate their portfolios with the same discipline they use in their careers—and why this approach is rapidly replacing traditional advisory models—this video is your roadmap.

Watch until the end to see how the Micro Family Office transforms your wealth from scattered accounts into a unified, high-performance wealth engine.

For more than 1,400 years, the world’s wealthiest families have used a structured system to preserve, protect, and grow their wealth across generations. From the major-domos of the 6th century to the Rockefellers in the 1880s to the more than 10,000 family offices operating today, this model has quietly powered the longest-lasting fortunes on earth.

But here’s the part nobody talks about:

If you have between $1 million and $30 million in net worth, you’ve been excluded from this system entirely.

I’m Christopher Nelson, and over the past 12 years I’ve studied how ultra-wealthy families manage their money. I used those insights to build my own Micro Family Office—a system that now generates over $200K of annual investment income without selling any assets.

In this video, I’ll show you exactly what a Micro Family Office is, why the upcoming $124 trillion wealth transfer makes this more important than ever, and how people with $1M–$30M in assets are using this framework to take control of their financial future.

Here’s what you’ll learn:

• Why millions of new millionaires are managing their wealth like amateurs

• How family offices evolved—from medieval estate stewards to modern wealth engines

• Why traditional financial advisors aren’t built for people with $1M–$30M

• The three wealth management structures—and where the Micro Family Office fits

• How the four phases of the WealthOps Framework work: Architect, Build, Run, and Succession

• How to use fractional advisors, modern tools, and lean operations to replicate a $100M+ family office

• What it actually costs to run a Micro Family Office (mine was ~$25K last year)

• Who this model is perfect for: tech professionals, founders, equity earners, and anyone stepping into real wealth

• Why professionals are ditching traditional advisors and becoming the CEO of their own wealth

If you’ve ever felt like you’ve outgrown generic financial advice… or that your assets deserve a professional-grade system… this video will shift how you think about wealth forever.

And if you want help building your own Micro Family Office, join me in our free monthly live workshop. In two hours, I’ll walk you through the entire Architect phase so you leave with your Legacy Statement, Investment Thesis, and Wealth Structure fully designed.

→ Register at wealthops.io/go

If you’d prefer to keep learning, watch the next video in the series to dive deeper into Evergreen Portfolios and wealth operating systems.

What if I told you that a $1.5M portfolio could generate $120K a year in income… pay less than $10K in taxes… and never require you to sell a single asset?

In this video, I break down the exact Evergreen Portfolio model I personally use to generate over $200,000 per year in portfolio cash flow—without withdrawals, without relying on the stock market, and without slowly draining my net worth over time.

Most high earners and tech professionals are stuck in the traditional “grow and drawdown” retirement model. Your financial advisor builds a big nest egg… then you spend the next 30 years selling pieces of it just to live. It exposes you to sequence-of-returns risk, high taxes, and the real possibility of running out of money.

That’s not how ultra-wealthy families manage their wealth.

In this 16-minute breakdown, I’ll show you how to build what I call an Evergreen Portfolio—a wealth system designed to generate monthly income while your principal continues to grow. You’ll learn the same asset allocation principles used by TIGER 21 members and $20M+ family offices, adapted for individuals with $1M to $30M in assets.

Here’s what we’ll cover:

• The failure points of the traditional 4% withdrawal model

• How sequence-of-returns risk quietly destroys retirements

• Why portfolios built only on stocks, index funds, and bonds underperform

• The three Evergreen asset categories: Income, Growth, and Capital Preservation

• How to target 6%–12% annual yields with the right income assets

• How tax optimization can add 2%–3% in returns every year

• The four pillars of an Evergreen portfolio: selection, tax planning, risk management, and operational cadence

• A real allocation example of a $1.5M Evergreen Portfolio producing $143,000 in annual income

• How to start transitioning your own portfolio in a tax-efficient way

• The mindset shift from being a portfolio “consumer” to becoming the CEO of your wealth

If you’ve built a seven- or eight-figure net worth but your portfolio isn’t giving you the freedom you want, this video will completely change how you think about investing, cash flow, and long-term wealth.

And if you want to go deeper, I host a live 2-hour workshop where I help you build your Legacy Statement and Investment Thesis for your own Micro Family Office. You can register at wealthops.io/go or through the link below.

This is the exact framework I use. It’s how I built my own Evergreen Portfolio. And it’s how sophisticated investors protect and grow their wealth for generations.

If you want to stop relying on hope, stop selling assets, and start running your portfolio like an operating business, this video is your roadmap.

If your net worth is over $1 million, I’m about to show you how the ultra-wealthy turn their portfolios into cash flow machines—and why your financial advisor will likely never teach you this.

Most traditional advisors will put you in a 60/40 portfolio and tell you to keep growing your net worth until retirement. The goal? Just get a bigger number on the screen. Then, maybe, if the market plays nice, you can start pulling 4% a year at 65.

But here’s what they don’t tell you: families managing $100+ million aren’t waiting until 65. They’re generating income today—and their wealth is still growing.

Now, you might be thinking, “But I don’t have $100 million. Can I still do this?”

That’s the exact question I spent the last 10 years answering. I’m Christopher Nelson. A few years ago, my portfolio was 98% in public stocks—and it produced zero cash flow. Today, that same portfolio pays me over $200,000 a year in income without selling assets, without touching principal, and it has grown by over $2 million in value.

In this video, I’m going to walk you through the three-step process I used to transform my portfolio into what I call an Evergreen Portfolio—a strategy designed to generate income today and build long-term wealth.

We’ll cover:

• Why the 4% rule falls short—especially if you want lifestyle freedom before 65
• How family offices think differently: they prioritize income, not just accumulation
• The three core asset categories: Income, Growth, and Preservation
• How to build a portfolio that aligns with your goals—whether that’s replacing active income now, creating balance, or growing for future generations
• The real numbers and asset allocation from my personal portfolio
• Why traditional drawdown strategies can fail depending on market timing (sequence of returns risk)
• How to build your Investment Thesis—your personalized blueprint for financial freedom

I'll also explain how to transition your current assets—without blowing up your tax situation—and what to do with your capital once it’s freed up.

This is the exact strategy I teach in my live workshops, where I help high-net-worth individuals build their own Micro Family Office and implement the Evergreen Portfolio model.

Bottom line: you don’t need $10M or $20M to live like the wealthy. You just need to structure what you already have differently.

You have everything you need to start right now.

The question is: how much longer are you willing to wait?

🔴 Free LIVE Workshop - Dec 17th at 6pm ET / 9pm PT⁣⁣

Learn how to architect your own "Micro Family Office". Apply at https://dub.sh/wealthops

⁣

Did you know that investors with over $20 million allocate only 23% of their portfolios to public stocks and 7% to bonds, while most financial advisors recommend 60% in stocks and 40% in bonds?

In this episode, I share how the ultra-wealthy allocate the other 70% of their portfolios and how you can model their approach. We'll dive into the key assets they use, such as real estate and private equity, and how these asset classes generate higher returns, offer tax advantages, and protect against market volatility.

I made $3.3 million in five minutes during my first IPO. Six months later, I was lying in bed, staring at the ceiling, completely overwhelmed. I had always believed that seeing seven figures in my bank account would bring freedom—but instead, I had more anxiety than ever.

Here’s the uncomfortable truth: making money and managing money are completely different skills.

This video is a deep dive into the six most common—and most dangerous—mistakes I see first-time millionaires make. I’ve lived through all of them. I’ll also walk you through the practical, systematic framework that helped me turn chaotic wealth into a calm, income-generating portfolio.

This video is the one I wish existed when I hit seven figures and had no idea what to do next. If you want to avoid years of trial and error, start by building your foundation—your Legacy Statement and Investment Thesis—and make every financial decision from there.

If you’re ready to start managing your wealth like a real business instead of a high-stakes hobby, I’m hosting a free live workshop in a few days where I’ll walk through this framework in depth. You can apply at wealthops.io/go.

If you think hitting $1 million means you’re financially free, think again. That might’ve been true in 1980, but today? That barely puts you in the top 10% of net worth in America—and it’s not enough to stop working.

In todays episode, I break down the exact net worth thresholds for the top 10%, 5%, and 1% in the U.S.—both total net worth and investable net worth. I’ll also share where I personally stand, how wealth strategies evolve at each level, and what it really takes to break into the top 1%.

Using fresh data from the Federal Reserve’s 2022 Survey of Consumer Finances, we’ll walk through how wealth changes—not just in amount, but in structure.

You’ll see why the climb from median net worth to the top 10% is steep, but getting from 10% to 1% is an exponential leap.

And here’s the big insight: the difference between owning assets and owning capital.

Most people in the top 10% are “house-rich,” but not capital-rich. Nearly 60% of their wealth is tied up in a primary residence that doesn’t generate income. Meanwhile, in the top 1%, nearly half of net worth comes from private business equity—not real estate or stocks.

We’ll also unpack what I call The Great Decoupling—the moment the truly wealthy shift their wealth strategy entirely. It’s not about more assets—it’s about different kinds of assets, systems, and mindset.

If you’re a high earner or successful professional feeling stuck—even with a $2M+ portfolio—this is your wake-up call. You may already be in the top 10%, or even top 5%, but if you’re still using the wrong wealth management playbook, you’ll never break into the top 1%.

Whether you’re just starting to think about investable net worth, or already building legacy-level wealth, this video is your roadmap for moving from income dependence to true financial independence—and eventually, to becoming the CEO of your wealth.