Who We Help

Affluent Families

Affluent Families

You want the world for your children, and want to ensure they enjoy the same financial independence when you’re gone, but you worry. It’s a challenge that the majority of high-net-worth (HNW) families face: 70% squander their estate by the second generation, and 90% by the third (https://money.com/rich-families-lose-wealth/).

Managing your financial affairs isn’t just scorekeeping; it’s about cementing your legacy for lifetimes to come. As a full-service family office, Miller Financial Group helps families like yours organize, preserve, and protect your finances across generations.

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Sudden Wealth

A sudden inflow of financial resources, also known as a liquidity event, can be both a blessing and a curse. Whether you’ve inherited a large sum, sold your business, signed a lucrative contract, or received a major settlement, new wealth can upend your life, and leave you as quickly as it came.

Up to 70% of people who come into sudden wealth lose it all within a few years (https://www.cnbc.com/2014/10/01/sudden-wealth-can-leave-you-broke.html). Why? The money can feel limitless, but impulsive decisions, bad habits, and over-eager advisers lead most people to spend unwisely, effectively wasting it.

Miller Financial Group can help. We encourage you to pause and plan first, teaching you how to spend responsibly while setting up structures and roadmaps to help you sustain your wealth for a lifetime.

Executives & Entrepreneurs

Executives & Entrepreneurs

You’ve worked hard to get where you are, and now that you’re here, your time is more precious than ever. As a business owner or executive, you trade your time for money, and money for time.

While you trust hired professionals to keep your business in good order, you still find yourself trying to manage your household finances. You’ve hired a CFO to handle your company’s finances, so why not have someone look after your own?

That’s where we come in. We save you time and simplify your financial life at home.

As your personal advocate, we’ll provide leadership and strategic oversight for your affairs. Coordinating with your accountant, legal counsel, and others, we’ll provide stewardship and manage every part of your personal finances. In helping you prepare for a future liquidity event, we’ll empower you to make smarter decisions when the time comes.

Sports and Entertainment

It’s sad, but true: many involved in the sports and entertainment world lose most of their wealth after their careers are over. Three out of every four NFL players will be bankrupt or face financial hardships within two years after retirement (https://money.com/famous-athletes-bankruptcy/). Enormous amounts of financial resources can be wiped out in a few years, but it doesn’t have to be that way.

You already have what it takes to thrive: you don’t need to be a statistic. While your fans might only see your highlights, you know what it takes behind the scenes to succeed: tremendous drive, intelligent strategies, and the focus to make the right moves, even if they’re not always the flashiest.

It’s easy to waste millions and end up with nothing; even if you score a $50 million contract, you’ll typically only keep $15 million after taxes, spending, and waste. Anyone can burn through large amounts of money, but only a few stars succeed at creating and executing a financial strategy that lasts a lifetime and beyond.

Miller Financial Group helps you get there. We’ll competently guide you in pausing, planning, and preserving your capital, so you’ll stay standing tall.