Featured Podcast: How to Harness the Power of Advanced Tax Planning

Recently, I had the pleasure of joining Ken New on his "Proactive Tax Strategies" podcast to discuss how we're bringing elite wealth-building strategies to everyday investors. The conversation was eye-opening, and today, I want to share some key insights that could revolutionize your approach to building and preserving wealth.

What if I told you that the ultra-wealthy aren't just lucky – they're playing an entirely different game?

For years, I've had a front-row seat to the financial strategies of one of America's most iconic families as the manager of the Hilton Family Office. What I've learned has completely transformed my understanding of wealth building. And here's the kicker: these closely guarded secrets are becoming accessible to everyday investors like never before.

You might be thinking, "But Mark, I'm not a Hilton. How does this apply to me?" That's exactly why I'm writing this today. The financial landscape is shifting dramatically, and strategies once reserved for the ultra-wealthy are now within reach for Main Street investors. It's time to challenge everything you thought you knew about building and preserving wealth.

The Power of Advanced Tax Planning

One of the biggest secrets of the ultra-wealthy? They don't just focus on making money they focus on keeping it. And that starts with advanced tax planning.

Most CPAs and financial advisors are stuck in a compliance mindset, focusing on tax preparation rather than proactive strategies. But here's the truth: there are hundreds of tax mitigation strategies available that could save you significant money each year.

The key is having a formalized tax plan. As I often tell my clients, "Everybody, every business owner has a business plan, but they don't think they should have a tax plan or don't know about a tax plan." This plan is crucial because taxes will be the biggest expense you'll face in your lifetime, both in your business and personal finances.

Smart Money vs. Retail Investing: Redefining Risk and Return

Here's something that might surprise you: the ultra-wealthy aren't just chasing high returns. They're prioritizing what we call "surety."

In my work with the Hilton family, we default to security first. We aim to ensure that at least 50-60% of their portfolios are ironclad, with very little volatility but still generating solid returns and income. This approach allows for calculated risks with the remaining portion of the portfolio.

It's a completely different mindset from what most retail investors are taught. Instead of trying to time the market or pick the next hot stock, we're focused on consistent, reliable growth and wealth preservation.

Accessing Private Equity: The New Frontier for Main Street Investors

For generations, private equity investments have been a secret weapon of the wealthy. These opportunities, traditionally reserved for those with tens of millions to invest, often yield the highest returns over time.

But here's the exciting news: these opportunities are becoming more accessible. Through Hilton Tax and Wealth Advisors, we're working to bring these institutional-level investments to Main Street. It's not about having billions – it's about having the right strategy and access.

The Family Office Advantage: Your Personal Financial Dream Team

One of the most powerful tools in the ultra-wealthy's arsenal is the family office. It's like having a personal dream team of financial experts working together to grow and protect your wealth.

At the Hilton Family Office, we leverage a network of over 800 elite tax professionals, attorneys, money managers, and family office leaders. This collaborative approach allows for a more comprehensive and effective wealth management strategy.

Here's the game-changer: we're working to bring this model to a broader audience. As I mentioned in the podcast, "We're trying to rework a lot of things because it was a little bit dysfunctional before, and we're trying to get it more along the lines of virtual, to find the best of the best, to be able to come in and help."

The Future of Wealth Building

The world of finance is changing rapidly, and the information revolution is empowering individual investors like never before. It's time for the financial industry to catch up and provide institutional-level strategies to a broader audience.

Remember, you don't have to be a Hilton to invest like one. With the right knowledge and strategies, you can take control of your financial future and build lasting wealth for generations to come.The game has changed.

Are you prepared to invest like an American dynasty?

Take the first step towards financial mastery by scheduling your Hilton TruWealth Strategy complementary 20 minute session . In this consultation, we'll assess if you're a good fit, and start crafting your personalized wealth plan sharing the wealth-building secrets of the Hilton dynasty, introduce Smart Money strategies, reveal tax optimization tips.

As a bonus, when you schedule your brief chat with us, you'll receive a complimentary copy of my book. I'll even cover the shipping and handling costs.

Mark Miller?is the President of Hilton Tax & Wealth Advisors , and has a quarter century of experience in financial consulting for business owners, high net-worth individuals, and executives. He offers practical advice to help clients save thousands on taxes, enhance personal wealth, and grow their businesses.