Wealth PartnersThe Miller Group
Awards and Industry Recognition
Forbes
Welcome
We provide experienced guidance for the wealth management needs of ultra-high-net-worth clients, designing long-term strategies that help expand the possibilities their assets represent.
A family office-style experience
We see ourselves as an outsourced family office for very wealthy individuals and families, post-transaction business owners and C-suite executives. Our comprehensive approach is akin to a one-stop-shop for sophisticated strategies, scaling the global strength of an industry-leading firm down to an intimate size so that clients can pursue their most meaningful goals.
Our team serves as an access point to a large network of internal resources—the Commercial Bank, Investment Bank and other strategic capabilities. We work closely alongside CPAs, lawyers and specialist resources from around the firm to develop an integrated wealth management plan so that all elements of each financial picture work in concert.
- Customized asset allocation
- Complex wealth planning
- Diversification of concentrated positions
- Tax-aware strategies
- Trust and estate planning
- Lending
Our client-driven orientation
We have deliberately built a multi-generational, and talented team to offer an informed perspective and steer individuals through the impacts of family dynamics—life transitions, generational transfer, shifts in role and status—while adding value at every stage of wealth management. One of the core values of our practice is to deliver a white-glove and attentive experience that we believe sets us apart from other groups. By simplifying the complexities of wealth, we make it possible for our clients to concentrate on what they do best, knowing their assets are being carefully handled.
Tailored portfolio strategies
Our process is founded upon the core values of rigorous analysis, investment discipline and a customer-centric approach. The J.P. Morgan platform enables us to work with third-party managers around the world. We carefully select among industry professionals who have the resources and models to manage investments effectively. By partnering closely with these managers, we address portfolio risk and pursue individualized goals and needs. This broad range of investment vehicles enables us to construct portfolios that efficiently promote clients' objectives.
Meet Our Team
Insights
Common financial milestones women experience throughout their lives
March 24, 2026Many women encounter common life events that can affect their financial situation. A strong plan can help keep them on track to meet their financial goals.Read Now
How to think about market volatility
March 23, 2026When the market is volatile, it’s natural to want to act on emotion. Here’s how to make sure the decisions are as rational and well-informed as possible.Read Now
Fed holds rates steady in March 2026: What investors can watch for next
March 20, 2026Rates stayed put at the Fed’s March 2026 meeting. Learn what the latest inflation and employment data signals about the Fed’s next move.Read Now
If oil backs off, risk reprices
March 20, 2026If oil flows eventually normalize, markets may reassess risk. We explore where gains could concentrate, why some regions may still feel a hangover and portfolio implications.Read Now
Stock-based compensation and the Section 83(b) election
March 20, 2026If you are an executive at a company and receive stock or options subject to vesting, a so-called 83(b) election might reduce your income tax liability over time.Read Now
When oil jumps, household wealth guides the economy
March 13, 2026Oil spikes could transmit through the economy faster via equities than the pump, pressuring spending through the wealth effect. What could that mean for inflation paths, equity sensitivity and near-term demand?Read Now
Wealth planning is a women’s issue
March 12, 2026While supporting women during earning years is important, it is equally important that women are also equipped for what comes after – and in particular, that means having a comprehensive wealth plan.Read Now
What to know about tax-aware borrowing
March 11, 2026Individuals can choose to take out loans in a way that may minimize their tax liability – this is called tax-aware borrowing. Learn more about it.Read Now
What to consider when you’re considering alternative investments
March 9, 2026Prioritizing due diligence and manager selection can be key to building an allocation to alternatives that enhances your portfolio’s diversification and outperformance potential.Read NowCommon financial milestones women experience throughout their lives
March 24, 2026Many women encounter common life events that can affect their financial situation. A strong plan can help keep them on track to meet their financial goals.Read NowHow to think about market volatility
March 23, 2026When the market is volatile, it’s natural to want to act on emotion. Here’s how to make sure the decisions are as rational and well-informed as possible.Read NowFed holds rates steady in March 2026: What investors can watch for next
March 20, 2026Rates stayed put at the Fed’s March 2026 meeting. Learn what the latest inflation and employment data signals about the Fed’s next move.Read NowIf oil backs off, risk reprices
March 20, 2026If oil flows eventually normalize, markets may reassess risk. We explore where gains could concentrate, why some regions may still feel a hangover and portfolio implications.Read NowStock-based compensation and the Section 83(b) election
March 20, 2026If you are an executive at a company and receive stock or options subject to vesting, a so-called 83(b) election might reduce your income tax liability over time.Read NowWhen oil jumps, household wealth guides the economy
March 13, 2026Oil spikes could transmit through the economy faster via equities than the pump, pressuring spending through the wealth effect. What could that mean for inflation paths, equity sensitivity and near-term demand?Read NowWealth planning is a women’s issue
March 12, 2026While supporting women during earning years is important, it is equally important that women are also equipped for what comes after – and in particular, that means having a comprehensive wealth plan.Read NowWhat to know about tax-aware borrowing
March 11, 2026Individuals can choose to take out loans in a way that may minimize their tax liability – this is called tax-aware borrowing. Learn more about it.Read NowWhat to consider when you’re considering alternative investments
March 9, 2026Prioritizing due diligence and manager selection can be key to building an allocation to alternatives that enhances your portfolio’s diversification and outperformance potential.Read Now