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Learn the Framework to Operate Your Solo Family Office.
Important:
Please Read all before Applying. This workshop is scheduled for Wednesday and Thursday,
March 26th and 27th
from 11am to 1pm PST / 1pm to 3pm CST
The
WealthOps Way
is for accredited tech professionals with $1 million+ in investable assets who are ready to structure their investment portfolios as scalable businesses.
While the Session will be Recorded, the recording itself will not be provided
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Enter your name *
Enter your email *
Enter your LinkedIn Profile
What's your time zone?
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What is your current total net worth?
Select one...
Under $1M
$1M - $5M
$5M - $10M
Over $10M
Do you currently have equity compensation or other complex financial assets to manage?
Select one...
Yes
No
What is your current financial management approach?
Select one...
I manage it myself
I rely on a financial advisor
A mix of personal management and advisory help
Are you committed to actively managing and growing your wealth?
Select one...
Yes, I’m ready to take action
Somewhat, I need guidance and motivation
No, I prefer a passive approach
What are your primary goals for managing your portfolio?
Reducing risk
Increasing returns
Gaining confidence in decision-making
Building a generational legacy
What has been your biggest obstacle in managing your wealth?
Lack of time
Lack of knowledge or experience
Confusion about equity compensation or financial tools
Building a generational legacy
Fear of making mistakes
Other (please specify)
What are your primary goals for managing your portfolio?
Select one...
Reducing risk
Increasing returns
Gaining confidence in decision-making
Building a generational legacy
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I agree that the content of this workshop is top priority in my life and business:
Yes
No
I agree to attend both days on time, Wednesday Feb 5th and Thursday Feb 6th at 11am PST.
Yes I will attend both times.
No the timing doesn't work for me.
I agree to attend the event with my camera on and be ready to engage with my fellow attendees so I build new relationships.
Yes I will attend with my camera on. Bring me new relationships.
No thank you this isn't for me.
I agree that in exchange for this free training, to attend a feedback call with Christopher so I can share my insights with the event and share my insights from the event and explore next steps with my portfolio.
Yes - I commit to a feedback call.
No thank you, this training isn't for me.
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