The Mill Hill Family Office

Family Office Services

You’re building wealth. We’ll help you grow and preserve it for future generations.

Mill Hill is a Registered Investment Advisor (RIA). Mill Hill does not take custody of client assets. We partner with Charles Schwab, Altruist, and Vanguard as our trusted custodians and we can onboard accounts from any institution.

Investment Management

Risk Management  

Estate Planning and Tax Strategy

Philanthropic Strategy

Business Advisory

Personal and Cybersecurity

OUR PHILOSOPHY

The Mill Hill Investing Thesis

We are a fiduciary and put the best interests of our clients first. Our investment philosophy focuses low-cost ETFs and smart diversification. We focus on these 4 themes:

1

Quality

Guided by valuation fundamentals and macroeconomics

2

Cyclicality

An understanding of the big picture—economic cycles, institutional positioning, momentum and trends.

3

Technology

An eye toward technological advancement, like AI and Quantum Computing, and how it scales.

4

Drawdown protection

Skillful navigation of exogenous events, geopolitics, and leveraging debt.

1

Quality

Guided by sensical valuations, fundamentals, and macroeconomic data.

2

Cyclicality

An understanding of the big picture—economic cycles,  momentum, and trends.

3

Technology

The adoption and scaling of technological advancement across different industries.

4

Portfolio Hedging

Skillful navigation of exogenous events, tail-risks, and geopolitics.

Learn more about our approach and how we can grow and protect your family legacy.

Connect with Mill Hill.

What we do

Specialized services designed to help investors understand and make better financial decisions.

Personal Chief Investment Officer (PCIO)

Overwhelmed by complex financial markets? Access tailored financial guidance, 1:1 strategy meetings, and a personal investment strategy plan.

Investment Strategy Optimization (ISO)

Do you have a financial advisor? Schedule a detailed portfolio review—an objective "second pair of eyes" on your investment strategy and wealth management relationship.

Our Investment Newsletter --Good Money

Every Tuesday and Thursday we share our views on markets and how market volatility is impacting  your money.