Succession and involving the next generation

Recorded live at the Best Ever Conference 🎙️

What really changes when you go from making money → managing money?

In this episode, Bob & Ben sit down with Christopher Nelson of WealthOps to break down how high-net-worth individuals structure, steward, and scale their wealth — without needing billions.

We cover:

• How to run a “micro family office”

• How to give your wealth purpose beyond returns

• How to build a portfolio that supports your lifestyle and long-term legacy

• The mindset shift from income generator to family CEO

If you’ve built meaningful wealth and are asking, “Now what?” — this conversation is your next step.

Have more questions, or want more resources like a tax calculator? Go to ⁠⁠⁠⁠⁠https://investlikeabillionaire.org/⁠⁠⁠⁠⁠  to learn more about our community. 

Check out Ben & Bob’s company and invest along at ⁠⁠⁠⁠⁠https://aspenfunds.us/