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
What the December 2025 jobs report told us about the labor market – and what it could mean for interest rates
January 12, 2026With the labor market cooling but showing signs of stabilizing, December 2025’s jobs report could set expectations for interest rates, wages and hiring trends in 2026.Read Now
Expansion mode: 3 signs of resilience in the US economy
January 9, 2026Despite the risks, we’re seeing favorable conditions for the U.S. economy. Here’s why we’re leaning pro-growth in 2026.Read Now
What to do with your year-end bonus in a changing interest rate environment
January 6, 2026Even as interest rates change, you can put your year-end bonus to work with a mix of liquidity options that may help you preserve capital and potentially earn income in the short term.Read Now
How to include your grandchild in your financial plan
January 5, 2026Providing financial support to your grandchildren can certainly be a rewarding experience. Before writing a check, you may want to explore all of your options to ensure that your gifts are aligned with your and your family’s goals.Read Now
How advances in artificial intelligence may change health care
January 5, 2026Artificial intelligence has the potential to transform health care, and drug discovery and diagnostics are two areas that could benefit. Learn more here.Read Now
Four beneficiaries of wealth
January 5, 2026Listing the beneficiaries of your wealth is an important first step in your estate plan. Generally, there are four classes of beneficiaries to consider: you and your spouse, friends and family charity, and the government.Read Now
When does it make sense for a trust to own your life insurance policy?
December 24, 2025Holding insurance in an Irrevocable Life Insurance Trust could reduce estate taxes for your family. Learn if it is the right move for you.Read Now
Selecting the right assets to give to charity
December 23, 2025If you plan on charitable giving, choosing the right assets to gift may help you maximize the value of your donations.Read Now
Providing for your loved ones during your lifetime
December 22, 2025Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.Read NowWhat the December 2025 jobs report told us about the labor market – and what it could mean for interest rates
January 12, 2026With the labor market cooling but showing signs of stabilizing, December 2025’s jobs report could set expectations for interest rates, wages and hiring trends in 2026.Read NowExpansion mode: 3 signs of resilience in the US economy
January 9, 2026Despite the risks, we’re seeing favorable conditions for the U.S. economy. Here’s why we’re leaning pro-growth in 2026.Read NowWhat to do with your year-end bonus in a changing interest rate environment
January 6, 2026Even as interest rates change, you can put your year-end bonus to work with a mix of liquidity options that may help you preserve capital and potentially earn income in the short term.Read NowHow to include your grandchild in your financial plan
January 5, 2026Providing financial support to your grandchildren can certainly be a rewarding experience. Before writing a check, you may want to explore all of your options to ensure that your gifts are aligned with your and your family’s goals.Read NowHow advances in artificial intelligence may change health care
January 5, 2026Artificial intelligence has the potential to transform health care, and drug discovery and diagnostics are two areas that could benefit. Learn more here.Read NowFour beneficiaries of wealth
January 5, 2026Listing the beneficiaries of your wealth is an important first step in your estate plan. Generally, there are four classes of beneficiaries to consider: you and your spouse, friends and family charity, and the government.Read NowWhen does it make sense for a trust to own your life insurance policy?
December 24, 2025Holding insurance in an Irrevocable Life Insurance Trust could reduce estate taxes for your family. Learn if it is the right move for you.Read NowSelecting the right assets to give to charity
December 23, 2025If you plan on charitable giving, choosing the right assets to gift may help you maximize the value of your donations.Read NowProviding for your loved ones during your lifetime
December 22, 2025Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.Read Now