Miles has assisted clients in planning for their estates, varying in value from $10 million to over $4 billion and consisting of assets such as commercial real estate holdings, closely-held stock, non-qualified compensation, well-known art work, and high-value scenic real estate. Miles has also assisted clients in establishing private trust companies (and other private fiduciary companies) for complex families and trust networks to create user-friendly and family goal-specific organizations.
Miles writes and speaks on a wide variety of tax and wealth management topics.
Miles was a founding member of the firm Kozusko Harris Vetter Wareh Duncan LLP, and resigned from the partnership in 2004 to join the financial services community. After spending over 5 years as an investment consultant with Convergent Wealth Advisors, where he was a director in its Investment Strategy Group focusing on asset allocation and manager search and selection, Miles re-joined the firm as a partner in December 2009.
Miles earned a Bachelor of Arts degree, with distinction, from Cornell University and a Juris Doctor degree from Vanderbilt University, where he was a member of the Vanderbilt Journal of Transnational Law. In addition to being a lawyer, Miles holds the Certified Investment Management Analyst (CIMA®) designation, from the Investment Management Consultants Association in conjunction with the Wharton School at the University of Pennsylvania.