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#117

What if you could learn how the Hilton family invests, and apply some of those same strategies to your own money, even if you're not a millionaire? In this episode, Steven Arita chats with Mark Miller, co-founder of Hilton Tax and Wealth Advisors. Mark has spent decades working with the Hilton family office, and now he’s on a mission to bring those smart money principles to everyday investors. They talk about how wealthy families protect and grow their money, how retail investors are being steered wrong, and what you can do differently, even if you're just getting started with a $250K portfolio. If you care about building wealth and leaving a legacy, this one's for you. Mark Miller is a veteran in the tax and financial services world, with over 30 years of experience helping business owners, physicians, executives, and high-net-worth individuals grow and protect their wealth. From building smart investment portfolios to cutting taxes and preserving family legacies, Mark has guided hundreds of clients through both good and challenging times. He’s the best-selling author of Hilton Wealth: How to Invest Like an American Dynasty, where he breaks down how the Hilton family and other elite investors build wealth and often pay little to no taxes — and how everyday investors can apply the same strategies. Mark has been featured in over 200 media outlets including Money Magazine, Kiplinger, Fox News, and The New York Times. He’s also a recipient of the Presidential Businessman of the Year award and holds Ethics Approved status with the IARFC. Connect with Mark: Website: https://www.hiltonwealth.com/ LinkedIn:   / markmiller-hiltonfo   Grab a copy: Hilton Wealth – How to Invest Like an American Dynasty Episode highlights: (0:00) Intro (4:11) Who is Mark Miller? (6:04) What is a family office and why does it matter? (11:31) What smart money does that most people don’t (15:57) A simple breakdown of how wealthy people invest (25:04) Why patience and discipline matter in investing (29:42) How wealthy families think about legacy (36:16) The mindset shift new clients need to make (41:43) How smart money avoids high fees (45:42) Free book info and where to learn more (47:19) Outro — Share this with your tech friends who you think will benefit from this podcast. Please also rate and subscribe so this podcast can reach more audiences. For more resources and guides, check these out: Investor 101 https://www.aritacapital.com/investor... Due Diligence Resource https://www.aritacapital.com/dd-check... If you want to learn more, reach out at: Email: [email protected] LinkedIn:   / aritasteven   IG:   / the.real.arita