High Net Worth/Family Office
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A well-thought-out plan is critically important to you, your family and your business.
Miller Cooper’s professionals develop customized strategies to navigate an increasingly complex maze of alternatives associated with the needs of high net worth (HNW) individuals and their families. Our approach is proactive and consultative. We take the time to develop a deep understanding of your objectives, so the plans we design enable you to attain your goals.
Managing wealth requires seasoned experts, the right tools and reliable resources. Not an easy balancing act. And each family demands its own unique mix of experts, tools and resources. Which combination will fit your needs? How will you coordinate all the different pieces? Miller Cooper’s High Net Worth/Family Office Services can help answer these questions for you.
Family Office Services
Some of the benefits of using a Family Office to manage your wealth are:
- Effective financial coordination and management of family assets
- Improved planning and implementation within a family office structure
- Coordination of the various professional disciplines necessary to manage financial affairs of a family
- Better appreciation for what assets should be included in family estate planning and charitable giving
- Introduction of wealth to the next generation in a controlled format
- A sustainable family legacy built through a unifying entity
Think of a family office as a wheel, and the family office services as the spokes of the wheel. The wheel may start out with just a few spokes, with more added as your needs grow or evolve. The center of the wheel, representing the core of the family office, requires a strategic plan, which Miller Cooper professionals will design for you.
Once the family office structure is in place, the spokes of the wheel are chosen based on the specific needs of your family office. Miller Cooper professionals provide the majority of services required by a family office.
Our Family Office Team consists of experienced professionals with a long history of serving wealthy clients.
Estate, Succession and Wealth Planning
Miller Cooper helps you achieve the most advantageous future financial position. Our estate, succession and wealth planning team undertake the following assessments in order to weigh different outcomes that arise depending on the options that meet your particular needs and time frame.
- Analyze estate liquidity
- Review existing wills and trusts
- Develop lifetime gifting programs
- Assess generation-skipping transfers
- Evaluate charitable gifting options and techniques
- Assess retirement strategies
- Determine distribution plans for IRAs, 401(k) and qualified plans