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?