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The Secrets Ultra-Wealthy Investors Use To Build Legacy Wealth With Mark Miller
Manage episode 490495689 series 3375927
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Mark Miller is the President and CEO of Hilton Tax & Wealth Advisors, a boutique firm specializing in advanced tax mitigation and holistic wealth planning for high-net-worth individuals, business owners, and professionals. With over 30 years of experience, he has helped clients save $100 million in taxes and grow their wealth by over $200 million. Mark is the best-selling author of Hilton Wealth: How to Invest Like an American Dynasty and The Tax-Free Business Owner, and has been featured in major outlets including The New York Times, Kiplinger’s, and Fox News. He also received a personal commendation from President George W. Bush for his efforts to help Americans build their businesses and wealth.
In this episode…Building wealth isn’t just about earning more; it’s about protecting and growing what you already have. While many business owners and professionals focus on returns, the ultra-wealthy play a different game. What secrets do they use to build lasting wealth across generations?
According to Mark Miller, a leading expert in advanced tax and wealth planning, the wealthy prioritize safety and risk management first, allowing returns to follow naturally. Ultra-wealthy families leverage sophisticated tax codes, formalized tax plans, and multi-layered asset protection strategies rarely offered by traditional advisors. By focusing on legal, ethical, and highly specialized tax approaches, they can minimize or eliminate tax liability entirely. Mark also emphasizes that true wealth building includes diversification, careful due diligence, and building trusted long-term relationships to safeguard investments.
In this episode of The Same Day Podcast, host Yoni Schmidt sits down with Mark Miller, President and CEO of Hilton Tax & Wealth Advisors, to discuss how ultra-wealthy investors build legacy wealth. They talk about formal tax planning, advanced wealth preservation strategies, and the family office approach to managing risk. Mark also shares the importance of diversification and building safety-first portfolios.
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