Featured Podcast: How To Invest Like An American Dynasty: Hilton Wealth Strategies

As the CEO of Hilton Tax and Wealth Advisors and manager of the Hilton Family Office, I've had the privilege of working with some of America's wealthiest families. Recently, I sat down with Michelle Perkins on "The Money and You Show Podcast" to discuss how we're bringing elite wealth-building strategies to Main Street. I want to share some key insights from that conversation with you.

The Family Office Advantage: A Game-Changer in Wealth Management

Many of you might not be familiar with the concept of a family office. It's a strategy that dates back to the Rockefellers in the 1800s. They realized that having multiple advisors who didn't communicate with each other was leading to poor financial decisions. By bringing these experts under one roof, they doubled their wealth in a short time.

At Hilton Tax and Wealth Advisors, we've taken this concept and made it accessible to a broader audience through what we call a "virtual family office." This approach allows us to bring together the best minds in finance, tax, and investment to work collaboratively for our clients.

Safety First: The Secret Weapon of the Wealthy

One of the most surprising things I've learned in my career is that the wealthiest investors prioritize safety over high returns. When we work with ultra-high-net-worth individuals, the first question they ask isn't about potential returns - it's about how their money is protected.

This "safety-first" approach typically involves investing 40-70% of their portfolio in very safe, secure investments. The remaining portion is then allocated to more specialized, potentially higher-return options like private equity and alternative investments. This strategy allows them to preserve their wealth while still achieving solid overall returns.

Bringing Wall Street to Main Street

One of my biggest passions is making these high-level investment strategies accessible to a broader audience. We've worked hard to structure our offerings so that you don't need $10 million or even $1 million to invest. Some of our private equity and alternative strategy offerings have minimums as low as $50,000.

This democratization of wealth strategies means that you can now access the same types of investments that have traditionally been reserved for the ultra-wealthy. It's about leveling the playing field and giving more people the tools to build lasting wealth.

The Power of Strategic Tax Planning

In my experience, effective tax planning is one of the most overlooked aspects of wealth building. I often tell my clients that taxes are the biggest expense of their lives.

By implementing strategic tax planning, we've been able to cut many of our clients' tax bills in half within the first year of working together.

In fact, for some clients, we've been able to design plans that bring them to a zero-tax bracket over time. This doesn't just save money - it accelerates wealth creation and can significantly speed up your journey to financial freedom.

The Wealthy Mindset: Patience and Discipline

One of the key psychological differences I've observed between the wealthy and the average investor is their approach to time. The wealthy tend to be more patient and disciplined, understanding that building significant wealth takes time.

This patience allows them to make better decisions, avoid knee-jerk reactions to market fluctuations, and capitalize on opportunities when they arise. It's a mindset shift that can make a huge difference in your financial journey.

Your Path to Elite Wealth Strategies

If you're intrigued by these concepts and want to learn more, I invite you to check out my books. "The Tax Free Business Owner" provides in-depth strategies for minimizing your tax burden, while "Hilton Wealth: How to Invest Like an American Dynasty" offers a comprehensive look at how the Hiltons have built and maintained their wealth over generations.

Remember, building lasting wealth isn't about finding a quick win or a windfall. It's about adopting proven strategies, being patient, and making informed decisions over time. With the right approach, you too can invest like the wealthiest 1%. Let's start that journey together.

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.