Capital Gains Tax Solutions Podcast Family Office Investing & Tax Strategies with Mark Miller
13 snips
Nov 23, 2025 
Mark Miller, seasoned financial expert and CEO of Hilton Wealth, shares valuable insights from his 40 years in managing family offices. He highlights the importance of transitioning to holistic legacy planning when reaching a net worth of $10–12 million. Mark delves into the need for safety in investments compared to retail focus and emphasizes building coordinated teams to avoid costly mistakes. He also discusses innovative tax strategies, the significance of diversified portfolios, and the staggering $84–100 trillion generational wealth transfer that requires careful stewardship.
AI Snips
Chapters
Books
Transcript
Episode notes
Safety First Beats Chasing Returns
- Wealthy investors prioritize safety and capital preservation over chasing returns.
- That safety-first design lets them earn reliable returns while reducing fear and volatility.
Get Access To Quality Private Deals
- Seek access to high-quality private offerings to get durable, low-volatility yields.
- If you can't access them, avoid expecting institutional-like safe yields from retail channels.
Shift To Legacy Planning Around $10M
- At roughly $10–12M, shift from a retail mindset to holistic legacy and dynasty planning.
- Start trust, estate, and liability planning to protect wealth as complexity increases.
