Miller Kaplan professionally manages high net worth families and their businesses in our Family Office practice. This includes preserving and increasing wealth through generations, centralization of asset management to maximize returns, and offering a complete solution to managing the financial and investment side of high net-worth individuals, families and their businesses. We advise Family Office clients on lifestyle and business decisions, maintain trusted and confidential relationships, and listen closely to their goals and wishes. Working together with our clients, we balance risks within the ever-changing and creative environments in which they operate.
Our services include overseeing lease and purchase agreements and covering such lifestyle areas as:
- Primary and Multiple Residence Construction, Purchases and Sales, Maintenance
- Yachts and Boats
- Aircraft, Fractional Ownerships
- Insurance Coverage
To manage risk, other services include managing third-party broker relationships, advising and guiding clients on insurance coverage for homes, health, disability, life, earthquakes, collectibles, automotive and equipment holdings, productions and professional liability. We offer services such as personal accounting services and payment of bills, assistance with banking services, real estate consulting, and engagement of care management professionals to assist with health and disability issues of our clients and their loved ones.
Miller Kaplan’s Family Office offers a complete solution to managing the financial and investment side of an affluent individual, family or family business.