For years, I chased the dream that everyone told me would bring happiness—big title, high salary, working at the top of my industry in New York City. In 2016, I had it all: I was the Chief Information Officer, working on Madison Avenue, climbing toward an IPO with equity and prestige. But deep down, it felt like hell.

I remember the breaking point clearly—another phone call to my wife, telling her I wouldn’t make it home for dinner. Again. I had three young kids at home, a beautiful family I barely saw, and despite all the money and success, I felt exhausted, frustrated, and empty.

This video is the start of my journey to build something radically different: a life I didn’t need a vacation from.

I dive into the painful realization that chasing traditional success was costing me everything that really mattered. I share how I began to redesign my life, step by step—rethinking what work meant, redefining success on my own terms, and learning to prioritize freedom, presence, and purpose over status.

This isn’t a get-rich-quick story. It’s about alignment. It’s about creating a sustainable lifestyle where your values match your calendar. In this episode, I open up honestly about what pushed me to make a change and the early steps I took to get out of the rat race.

If you've ever felt stuck in a career that looks good on paper but drains you daily, this story is for you. I hope it inspires you to ask better questions and start building a version of success that actually feels like your own.

I didn’t wake up one day saying, “I’m going to start a micro family office.”

What really happened was — after an IPO —I suddenly found myself a multimillionaire on paper, and completely lost when it came to managing that wealth. I had no systems, no processes, and no real strategy in place. Then it hit me: I spend my days in tech startups setting vision, building teams, solving complex problems, and hitting big goals... so why wasn’t I doing that for my most valuable asset—my portfolio?

That realization sparked the birth of my micro family office. I saw that I could transfer my skills as a tech executive into managing my own wealth—and the results have been incredible. Since August 2, 2022, I’ve been the CEO of my micro family office. That’s my full-time job now. And honestly? It’s the best job I’ve ever had. It’s generational, it’s impactful, and it’s unlocked a new level of lifestyle freedom.

In today’s episode, I’m going to break down how you, as a tech executive, already have what it takes to be the CEO of your own micro family office. I’ll walk you through the six traits you already possess that will make you successful in this role.

This episode is part of the Foundation Series, where we’re building the base knowledge you need to confidently step into wealth management—talking about micro family offices, evergreen portfolios, private equity income, and so much more.

If you’re ready to take what you know from the tech world and apply it to managing your financial future, this episode is for you. Let’s dig in.

Episode 107: Building Financial Flow: Inside the WealthOps Run Cycle

Discover how to turn your financial overwhelm into calm, confident action using the Run Cycle—the operating rhythm of a high-functioning Micro Family Office with our Free Master Class - The WealthOps Way!

🎧 If you're drowning in spreadsheets, unsure what to do next, or struggling to get your money to work for you, this episode will change the game. In Episode 107 of Managing Tech Millions, Christopher Nelson breaks down the Run Cycle of WealthOps—the secret to building flow into your financial life.

This is where wealth management becomes a system, not a series of random tasks. If you're a tech professional, this episode shows you how to step fully into the role of CEO of your wealth—with rhythm, repeatability, and results.

Highlights:

• Flow-Based Finance: How to shift from decision fatigue to confident momentum
• The WealthOps Run Cycle: Daily, weekly, monthly, and quarterly cadences that drive clarity
• Dual Loops of WealthOps: Managing both wealth and operations like a founder-operator
• Team Accountability: Why you must lead your tax, legal, and advisor team like a product team
• Succession Begins Now: How to plant seeds of legacy at the dinner table
• Case Study: The 30-minute Friday habit that created massive leverage over 90 days

Actionable Insights:

• How to implement a “quarterly reset” to recalibrate and accelerate your wealth plan
• What to delegate, what to automate, and what to personally own
• How to set “definition of done” for every financial task and partner deliverable
• Tools and rhythms for managing your wealth like a business (without getting overwhelmed)
• How to move from reactive wealth management to proactive legacy building

Episode Timeline:

• [00:00:00] Introduction: Millions earned—but now what?
• [00:01:30] Why WealthOps removes friction and brings clarity
• [00:04:30] What the Run Cycle is and how it works
• [00:06:30] Flow state explained: decision clarity, clear deliverables, and system checkpoints
• [00:08:30] Daily, weekly, monthly, quarterly cadence breakdown
• [00:16:00] Case Study: The power of a simple 30-minute weekly ritual
• [00:19:00] How to manage your advisor team like a high-performance org
• [00:25:00] Succession Strategy: Building your dinner table legacy
• [00:28:00] Final thoughts: If you don’t manage your wealth, it will manage you



Join me for this fourth episode in the Foundations Series—and learn how the Run Cycle unlocks structure, accountability, and real peace of mind in your financial life.