Private Wealth Management Summit September 2019
Ernest Miller
Managing Director | Metis Growth Partners, LLC
Speaker Presentation
Reconciling Generational Priorities in Legacy Planning
Managing the transition of wealth from one generation to the next can be challenging, especially in circumstances where priorities are contrasting. How can the family office maintain relevance while meeting the needs of their new clientele and preserve the wealth entrusted to them to manage? This session will provide insight on:
• The role of the advisor as educator and mediator
• How to create a learning environment
• Opportunities for involvement of younger family members to create a culture of investing
• The use of technology to support engagement
Speaker Bio
Ernest Miller is a seasoned financial services executive with over 20 years of experience. For most of his career, Ernest coached and led teams of professionals who were dedicated to serving the High Net Worth and Family Office clientele. Prior to founding Metis Growth Partners, Ernest served as the Managing Director and Family Office Executive for a Dallas family with operating entities in real estate development, financial services, homebuilding, marketing as well as O&G operations. In addition to working with clients on the financial aspects of their families, Ernest has extensive knowledge and experience in assisting families with their philanthropic needs, risk management plans, generational transition planning and family dynamics.
Speaker Presentation
Reconciling Generational Priorities in Legacy Planning
Managing the transition of wealth from one generation to the next can be challenging, especially in circumstances where priorities are contrasting. How can the family office maintain relevance while meeting the needs of their new clientele and preserve the wealth entrusted to them to manage? This session will provide insight on:
• The role of the advisor as educator and mediator
• How to create a learning environment
• Opportunities for involvement of younger family members to create a culture of investing
• The use of technology to support engagement
Speaker Bio
Ernest Miller is a seasoned financial services executive with over 20 years of experience. For most of his career, Ernest coached and led teams of professionals who were dedicated to serving the High Net Worth and Family Office clientele. Prior to founding Metis Growth Partners, Ernest served as the Managing Director and Family Office Executive for a Dallas family with operating entities in real estate development, financial services, homebuilding, marketing as well as O&G operations. In addition to working with clients on the financial aspects of their families, Ernest has extensive knowledge and experience in assisting families with their philanthropic needs, risk management plans, generational transition planning and family dynamics.