Miller Cooper's Network of Family Office Services

Your Family Office
  • Mission statement
  • Business plan
  • Investment policy statement
  • Family office structure
  • Board of Directors, Advisory Committee
  • Contingency plan
  • Periodic review procedures
Investment
  • Asset allocation
  • Investment management selection
  • Monitor investment performance
Administrative Functions
  • Budgeting and financial statements
  • Cash flow management
  • Bill paying
Income Tax Services
  • Tax planning
  • Tax compliance
  • Development of tax strategy plan
Family Retreat
  • Planning and education
  • Mentoring
Wealth Transfer
  • Estate planning
  • Business succession planning
  • Trust administration
  • Valuation services
Philanthropic Giving
& Management
  • Private foundation
  • Split interest trusts
  • Donor advisory funds
Technology Services
  • Document retention and record management
  • Network services
  • Software review
Insurance Assessment & Management
Legal Services
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Our Family Office Team consists of an experienced team with a long history of serving wealthy clints. For more information please contact:

KEVIN HODGES

KHodges@MillerCooper.com
Direct Phone 847-527-1007

MITCH PAWLAN

MPawlan@MillerCooper.com
Direct Phone 847-527-1260

BOB SABIN

RSabin@MillerCooper.com
Direct Phone 847-527-1002