THE SOVEREIGN HEALTH MANDATE PREPARED BY: Derrick L. Miles, FACHE SUBJECT: Institutional Governance of Human Capital & Biological Infrastructure CLASSIFICATION: Private Client / Family Office – Confidential I. EXECUTIVE SUMMARY:…
A New Standard for Private Client Residential Environments Executive Summary The most valuable assets are no longer purely financial. Across family offices and private wealth ecosystems, a shift is underway—one…
For the modern family office, wealth preservation has traditionally focused on a diversified portfolio of uncorrelated assets: private equity, real estate, venture capital, and digital assets. However, a critical vulnerability…
For decades, the Family Office and Private Banking sectors have operated with a refined, 10-point framework for wealth management. From Investment Management and Tax Planning to Governance and Special Asset…
In the landmark book Complete Family Wealth (by James E. Hughes Jr., Susan E. Massenzio, and Keith Whitaker), the authors pivot the definition of "wealth" away from bank accounts and…
The ROI of Human Performance: Derrick L. Miles on Transforming Wellness for Private ClientsLast month, Derrick L. Miles, a leading Advisor to Private Clients & Family Offices, was featured in…
Derrick L. Miles stands at the intersection of high finance, healthcare, and generational wealth, serving as a trusted Advisor to Private Clients & Family Offices since 2021. His work focuses…
Hopefully you attended the 17th Annual Go Red Women’s Leadership Experience today in Westchester County, NY! Incredible energy, powerful speakers, and a great focus on leadership, heart health, and wellness.Shoutout…
How Derrick L. Miles, FACHE is Architecting the Next Generation of Health Security Advisors Derrick L. Miles, FACHE, Chairman of CourMed® and a leading advisor to sovereign estates, announced today…
Because most billionaires now expect to live longer, 58% plan to regularly review and update their wills, trusts, and beneficiaries. In my years advising private clients, the conversation has traditionally…