Private Wealth Management
For more than 40 years, Miller Kaplan has provided our private wealth management services to business owners, corporate executives, entertainers, high net worth individuals, professional athletes and creative professionals based on the principles of experience, reliability and trust.
We understand that no one solution works for every client, so for each client, we work to understand their individual goals and concerns, and structure a plan to meet their needs. Our professionals provide personal financial advising, constant plan reviews, and a transparent, detailed account of capital management and financial transactions.
We provide our clients with a wide range of independent accounting services and financial planning advice including:
- Personal financial planning
- Business financial planning
- Family accounting services
- Estate, gift and trust planning
- Business succession planning
- Personal tax services
- Business tax services
- Charitable planning
- Lifestyle planning (e.g., fractional aircraft ownership, multiple residences, etc.)
- Investment administration services
To speak with one of our business management professionals about your needs or to learn more about our services and approach to effectively preserving and enhancing your personal wealth, please contact us online or call us at 818.769.2010.