The interview opens with R. Kenner French introducing Mark Miller—known as “The Money Man”—a veteran business financial consultant who began his career with IDS American Express. Over the years, Mark built deep relationships within the institutional or “smart money” side of finance, eventually partnering with Brad Hilton, grandson of Conrad Hilton, to form Hilton Tax and Wealth Advisors. Their mission: bring advanced wealth-building strategies typically reserved for the ultra-wealthy down to Main Street investors.
Mark explains the history of the family office, a concept that began with the Rockefellers as a way to unify advisors and centralize wealth management. Over time, family offices evolved into multi-family offices and, now, virtual family offices, which outsource top talent rather than hiring a large internal staff. This approach allows wealthy families—typically those with $20M+ net worth—to access the best attorneys, CPAs, tax strategists, and financial minds regardless of geography. Technology such as Zoom and AI further enhances this model.
A major issue Mark highlights is the chaos that occurs when clients work with multiple advisors who don’t communicate—or worse, argue with each other. The family office model solves this by ensuring every professional works as one cohesive team toward the client’s goals.
The discussion then shifts to the three biggest challenges families face inside a family office: hiring the right people, succession planning, and tax mitigation. Mark emphasizes the growing importance of involving spouses and younger heirs early so that transitions don’t create conflict. Both he and Kenner agree communication—not just among advisors, but between family members—is the biggest determinant of long-term success.
Finally, Mark identifies advanced tax mitigation as perhaps the most powerful wealth accelerator. Many wealthy families legally reach zero-tax brackets by using sophisticated strategies most people never hear about. Creating a formalized tax plan—side-by-side with one’s business and life plan—is essential. The conversation closes with Mark stressing that the wealthiest prioritize safety first, building a strong foundation before seeking returns. He invites listeners to connect via HiltonWealth.com or read his book Hilton Wealth: How to Invest Like an American Dynasty to learn these strategies firsthand.
Takeaways
• Mark Miller is a financial consultant with extensive experience in wealth management.
• Family offices originated from the Rockefellers to streamline financial management.
• Virtual family offices offer access to top-tier financial advisors regardless of location.
• Succession planning is a complex process that requires good communication among family members.
• Tax mitigation is crucial for wealth building and can save significant amounts of money.
• Advanced tax strategies are often inaccessible to those outside of family offices.
• AI can enhance efficiency in financial consulting and decision-making.
• Involving spouses in financial discussions is essential for cohesive family planning.
• The wealthiest individuals prioritize safety in their investment strategies.
• Access to advanced financial strategies should be made available to a broader audience.
Sound Bites
• Succession planning is very complex.
• We need your spouse involved. It only makes sense.
• There's got to be something more in tax mitigation.
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