Meet Sean Miller

Sean Miller, CFP, is a Managing Director – Advisory. Sean specializes in delivering various accounting, tax and advisory services to family offices, financial services executives, entertainment professionals, real estate developers, owners of privately held companies and wealthy individuals and families.  He keeps current on the big-picture issues of importance to his clients, including the ever-changing tax and regulatory landscape, estate planning, philanthropic and next generation planning, and also assists with the day-to-day functions such as bill payment services, tax reporting and payroll.

Sean also has experience in the tax, accounting and other issues that are specific to art galleries.

In his role, Sean often operates as an extension of the family office or management team, working seamlessly with the client’s existing team of advisors to provide the best combination of service and advice.

Sean received his B.S. in Accounting and Finance from The University of Pittsburgh and his MLST from the University of San Francisco. He is a Certified Public Accountant and a member of the American Institute of Certified Public Accountants (AICPA).