Justin Miller

National Wealth Strategist,
BNY Mellon

As a national wealth strategist, Justin Miller works collaboratively with other advisors to provide comprehensive wealth planning advice to clients and their families. He is a frequent speaker on tax, estate planning and family governance topics at professional education conferences throughout the country, including events hosted by the ABA, ACTEC, CalCPA, Golden Gate University, Santa Clara University, Silicon Valley Community Foundation, Stanford University, the State Bar of California, UCLA, Vistage International and YPO. He also has been quoted as an industry expert in numerous publications, such as The Wall Street Journal, the ABA Journal, The Recorder, the Daily Journal, the Chicago Lawyer and the New York Law Journal. In addition, Mr. Miller is an adjunct professor at Golden Gate University School of Law, an executive committee member of the State Bar of California Taxation Section, a member of the board of directors of the California Bar Foundation and an editor of the California Tax Lawyer.

Prior to joining the firm, Mr. Miller was a senior vice president and managing director at Wells Fargo, where he led a wealth management team that was dedicated to addressing the unique financial needs of wealthy families, senior corporate executives and closely-held business owners. Before that, he was an attorney at Sidley Austin and Glaser, Weil, Fink, et al., where he advised high net worth clients regarding tax-efficient estate and business succession planning, trust law and management, and asset preservation.

Mr. Miller received a master of laws in taxation and a juris doctor from New York University School of Law and a bachelor’s degree, with honors, from the University of California at Berkeley.

Warding Off Philanthropic Analysis Paralysis
When it comes to philanthropy, advisors want donors to act.
Philanthropic Planning Paralysis 
Justin T. Miller presents his method for motivating donors to implement philanthropic plans
Establishing a Family Philanthropy Program
Donor advised funds often can serve as great resources for parents or grandparents to begin family philanthropy programs for younger members of their families
The Benefits of Family Philanthropy
Organized family philanthropy helps to solidify values, while members work together, communicate with each other and learn to trust one another.
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