
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

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March 20, 2023The formal job of the Fed is to keep inflation in check and maximize employment, but our central bank also serves a crucial role as the bedrock of the banking system.Read Now
Quick shot: How is today's market different from 2008?
March 19, 2023The recent banking turmoil seems to be, at least in part, a symptom of the rapid monetary policy tightening seen over the last year.Read Now
Three Cybersecurity Trends to Watch Out for in 2023
March 16, 2023Sophisticated phishing, vishing and ransomware campaigns could be aimed at a widening field of targets – but there are things you can do to protect yourself.Read Now
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March 16, 2023Thursday brought a quieter day for investors following a heavy week of bank-related headlines.Read Now
Quick shot: The February CPI print: In-line, but still too hot
March 14, 2023Hidden behind ongoing bank headlines was the Consumer Price Index (CPI) release of February inflation data on Tuesday morning.Read Now
Quick shot: The latest on banks, and how markets are reacting
March 13, 2023Since the first warning sign from Silicon Valley Bank (SVB) last Wednesday, both large and regional bank stocks have seen some intense downside pressure.Read Now
Quick shot: SVB, Signature and the rest: 4 questions, 4 answers
March 12, 2023Silicon Valley Bank (SVB) imploded last week, marking the largest bank failure since 2008 (and the first since 2020).Read Now
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March 12, 2023Following the failures of Silicon Valley Bank and Signature Bank, markets are seeing heightened volatility. Bank stocks saw tremendous pressure but the broad U.S. stock market held up relatively well.Read Now
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