Miles C. Padgett

C. Padgett

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.

Expanded Streamlined Offshore Voluntary Disclosure Procedures
The Internal Revenue Service released new procedures regarding their offshore voluntary disclosure program that take effect on July 1, 2014. This is an important development for taxpayers who’ve fallen into non-compliance not out of willfulness, but instead through lack of care or attention or through simple ignorance.
2014 Fiscal Year Estate Tax Proposals 1
The Obama Administration Budget for Fiscal Year 2014 seeks to raise revenue from the estate tax system from three primary sources.
Coordinating Risk Management 
Don Kozusko & Miles C. Padgett address an important issue that's overlooked by many high-net-worth families
The Family Bank 
Miles C. Padgett describes why your clients should consider creating a family bank in 2012
SEC Rules on the Family Office 
Family offices must now square the corners of their ownership and investment process with a new regulation. The Dodd-Frank Wall Street Reform and Consumer
SEC Issues Final Rule on “Family Office” Exclusion under Dodd-Frank
For the most part, the new provisions bring welcome enhancements and clarifications
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