Most of our clients who have accumulated the critical mass they had hoped for have also learned that the investment of the assets is only one element of the entire portrait of this third and final financial act.  More than just a portfolio manager, our clients are looking for a conductor to synchronize all of the elements of their financial life including the lawyers, accountants, insurance experts, bankers, and portfolio managers that came with it. Many of these professionals have barriers that prevent them from taking the lead and depend on the clients for the synchronization. 

Miller McCurry is now the conductor for a small group of high-net-worth families, orchestrating multiple generations and multiple professionals.