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Managing Tech Millions

Christopher Nelson

Welcome to Managing Tech Millions!

http://www.managingtechmillions.com/

This is the podcast where your tech-driven success meets innovative wealth strategies.

Hosted by Christopher Nelson—3x IPO tech executive and private equity expert—this show dives deep into how to protect, grow, and transform your hard-earned millions into a legacy.

From private equity and real estate to maximizing equity compensation, we break down the strategies used by the ultra-wealthy to help you take control of your financial future. 

Whether managing your first exit, equity tranche or scaling toward lasting financial independence, this is your blueprint for building wealth like a pro. 

Tune in, take action, and make your millions work harder than you do.

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  • 27 episodes
  • weekly
  • Avg 12 min
  • English

Episodes 27

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  • June 16 · 9 min

    Have $1M–$30M? Here's How to Grow, Protect, and Pass It Down (7 Steps)

    You're Too Big for the App—and Too Small for the Family Office If your net worth sits somewhere between one and thirty million dollars, you're stuck in a place nobody built for you. Too big for the retail app on your phone. Too small for the single family office running things for the ultra-wealthy. So you default to the only option anyone ever handed you: give it all to an advisor, pay the fee year after year, and watch the accounts draw down—until the money runs out, or you do. There's a second path. Five years ago I built my own Micro Family Office on the same seven components that run hundred-million-dollar family offices—scaled to my situation. In this video I walk through every one, and how they lock together into a system you actually run. Here's what most people get wrong: you don't build all seven on day one, and the sophisticated version of a few is not what wins. Stick around to the end—I'll show you how to score yourself across all seven, so you know exactly where you stand and what to fix first. Let's keep building.

    • Transcript
  • June 9 · 15 min

    You NEED a Micro Family Office (if you have $1M-$30M NW)

    You Don't Need a Better Advisor. You Need a Better Structure. As your wealth grows — one million to two, two to five — you outgrow your financial advisor. So you go hunting for a unicorn: the one advisor who'll finally get it. I did the same thing after my first IPO watched my net worth jump to $3.3 million. Every firm came back with the same cookie-cutter pitch and the same 1% fee. Here's what took me years to understand: if you're between $1 and $30 million, the problem was never your advisor. You're stuck in a place the industry simply isn't built to serve — and chasing a better advisor keeps you there. The ultra-wealthy solved this over a century ago. They don't have a portfolio. They run their wealth like a business. In this video, I'll show you how to build a scaled-down version for yourself — the same structure, made cost-effective and actually implementable for high earners. This is the shift from money maker to money manager. Let's keep building.

    • Transcript
  • June 2 · 50 sec

    Give me 50 sec... you'll never look at your financial advisor the same

    Most people think they're in charge of their money. They're not. If you have a financial advisor telling you what to buy, when to worry, and what your goals should be — and you're nodding along — you're not running your wealth. You're an employee in a business you own. I'm not saying fire your advisor. I'm saying something different. There's a specific seat you should be sitting in, and right now, someone else is sitting in it for you. Most people never see this until it's too late. In 50 seconds, I break down the role your advisor should actually play on your team — and the role you need to step into if you want any real say in how your wealth gets built. Most people get this exact dynamic backwards and never realize it. Because if you don't take that seat, someone else will build their version of your dream. And you'll be the one living with it.

    • Transcript
  • May 26 · 9 min

    SpaceX IPO Is Minting Overnight MILLIONAIRES — Here's 7 Decisions you MUST Make

    SpaceX is about to mint 160 new millionaires — and most of them will get this wrong You think the big decisions come after the money hits. You're wrong — and that misunderstanding is what costs first-generation wealth builders the most. A tweet stopped me cold this week. Roughly 160 people in Austin are about to clear $100 million from the upcoming SpaceX IPO. Twelve will clear a billion. I cleared $3 million on my first IPO. I made almost every mistake a first-gen wealth builder can make — and most of these SpaceX employees are about to make them too. Here's what nobody tells you: the highest-leverage moves happen before the stock even prices. The first call most people make is the wrong one. The lockout window most people sleep through is the most important planning period of their financial life. I walk through 7 decisions you need to make if you're staring down an IPO, a business sale, an inheritance, or any sudden wealth event. There's also one question underneath all seven. If you can't answer it, none of the rest works. Let's keep building.

    • Transcript
  • May 19 · 14 min

    5 Counter-Intuitive Investing Principles That Helped Me Retire at 51

    I Retired at 51 Without Following the 4% Rule Most people are handed the same retirement playbook: hire an advisor, diversify your stocks, withdraw 4% a year, and hope the market cooperates. I followed none of it. And I walked away at 51. Here's the part nobody tells you — that playbook wasn't built for early retirement, tax efficiency, durable income, or leaving a legacy. It was built to help you accumulate wealth. Not to live from it. The real shift came when I stopped studying retirement advice and started studying how ultra-high-net-worth families — the ones managing $100M+ — actually operate their money. They weren't asking how to beat the market. They were asking completely different questions. In this video, I'm walking you through the 5 counter-intuitive principles that changed everything for me — including the $10K decision that's quietly worth over $650K, and why the org chart most people use to manage their wealth is upside down. If you've built real wealth and the conventional model feels like it wasn't built for you — you're right. Here's what to do instead.

    • Transcript
  • May 12 · 16 min

    Family Office CEO Ranks Every Income Investment BEST to WORST (For $1M–$10M Portfolios)

    Most first-gen millionaires I meet have a portfolio that looks the way mine did 14 years ago — over-concentrated in growth stocks. That works when markets are ripping. It breaks the moment you actually need the portfolio to pay you. I've spent the last decade building an income portfolio that now generates around $200K per year in tax-efficient income across multiple asset types. Along the way I've evaluated every income vehicle on the menu — and the ones getting pushed hardest on YouTube aren't the ones I'd actually recommend. In this video I rank all 15 income investments S through F for a specific situation: $5M, five years from retirement, growth-stock background, semi-liquid preference. A few of the "obvious" picks land much lower than you'd expect. One vehicle most investors overlook turns out to be the cleanest on-ramp on the entire list. If you're trying to make the shift from money maker to money manager, this is the map. Let's keep building.

    • Transcript
  • May 5 · 10 min

    Build a Micro Family Office From Scratch (7 steps)

    If your wealth feels disorganized, it's not because you've made bad investments. It's because nobody ever taught you the part that actually matters once you've made the money. Every book, every podcast, every advisor obsesses over the same question — where should I put my money? But that's the wrong question at this stage. The wealthiest families in the world figured this out generations ago. They don't run their wealth like a portfolio. They run it like a business. It's called a family office, and the most famous one has been operating for over 140 years. Here's the catch — traditional family offices need $100M+ to run. So I scaled the model down. Same architecture. Same operating components. Built for $1M to $30M. I call it the Micro Family Office. In this video, I walk through the components every family office is built on — the same ones that will run yours. Watch this before you make another investment decision.

    • Transcript
Showing 21–27 of 27 episodes