In this episode of the Global Investors Podcast, Charles Carillo sits down with Mark Miller, Managing Director of the Hilton Family Office and CEO of Hilton Tax and Wealth Advisors, to discuss the strategies family offices use to approach investing, risk management, taxes, business exits, and long-term wealth building.
Mark explains what a family office actually is, the difference between single-family, multi-family, and virtual family offices, and why the approach used by wealthy families can look very different from traditional retail wealth management.
In this episode, you’ll learn:
What a family office is and how it works
When a family office may make sense based on net worth
Family office investing vs. traditional wealth management
Why Mark challenges the traditional 60/40 portfolio
How wealthy investors think about risk and capital preservation
Why investment discipline and systems matter
How business owners can prepare years in advance for an exit
The relationship between expected returns and investment risk
How advanced tax planning fits into long-term wealth building
Lessons Mark has learned during nearly 40 years in financial services
Mark also discusses the philosophy behind his book, Hilton Wealth: How to Invest Like an American Dynasty, and the idea of bringing institutional-style wealth strategies to a broader group of investors.
Podden och tillhörande omslagsbild på den här sidan tillhör
Charles Carillo. Innehållet i podden är skapat av Charles Carillo och inte av,
eller tillsammans med, Poddtoppen.
