Miles' practice focuses on affluent families, family offices, and trust companies (private or commercial) serving such clients. He counsels those clients regarding:

  • private and retail trust company chartering and ongoing management matters, including anti-money laundering compliance and regulation, whether for highly successful, strategically-minded families or well-known domestic and international financial institutions,
  • family office structuring, governance, and succession issues, including executive compensation and retention,
  • investment adviser compliance and regulation issues,
  • structuring of family investments and investment vehicles, and
  • tax and estate planning matters.

Miles writes and speaks on a wide variety of tax and wealth management topics.

In addition to being a lawyer, Miles spent over 5 years as an investment consultant focusing on asset allocation, portfolio construction, and manager search and selection, and ongoing due diligence.

Miles is a member of the Vanderbilt Journal of Transnational Law.

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