How the Hilton Family Office Invests Differently | Mark Miller | GI365

How do some of the world’s wealthiest families build, protect, and preserve wealth differently from traditional retail investors? In this episode of the Global Investors Podcast, Charles Carillo sits down with **Mark Miller**, Managing Director of the Hilton Family Office and CEO of Hilton Tax and Wealth Advisors, to discuss the strategies family offices use to approach investing, risk management, taxes, business exits, and long-term wealth building. Mark explains what a family office actually is, the difference between single-family, multi-family, and virtual family offices, and why the approach used by wealthy families can look very different from traditional retail wealth management. In this episode, you’ll learn: What a family office is and how it works When a family office may make sense based on net worth Family office investing vs. traditional wealth management Why Mark challenges the traditional 60/40 portfolio How wealthy investors think about risk and capital preservation Why investment discipline and systems matter How business owners can prepare years in advance for an exit The relationship between expected returns and investment risk How advanced tax planning fits into long-term wealth building Lessons Mark has learned during nearly 40 years in financial services Mark also discusses the philosophy behind his book, Hilton Wealth: How to Invest Like an American Dynasty, and the idea of bringing institutional-style wealth strategies to a broader group of investors. : Learn More About Mark Here: https://www.hiltonwealth.com/ 🎧 Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast... 📺 Watch More Episodes:    • Global Investors - Investing in US Real Es...   👉 Connect with the Global Investors Show, Charles Carillo and Harborside Partners: ◾ Setup a FREE 30 Minute Strategy Call with Charles: http://ScheduleCharles.com ◾ Learn How To Invest In Real Estate: https://www.SyndicationSuperstars.com/ ◾ FREE Passive Investing Guide: http://www.HSPguide.com ◾ Join Our Weekly Email Newsletter: http://www.HSPsignup.com ◾ Passively Invest in Real Estate: http://www.InvestHSP.com ◾ Global Investors Web Page: http://GlobalInvestorsPodcast.com/ #FamilyOffice #WealthBuilding #Investing