Strategic Advisory for Complex Financial Structures
Tax planning, investment accounting, and operational excellence for family offices and multi-entity organizations.
Who We Are
MRM Advisors is a New York City-based advisory firm specializing in comprehensive financial and operational solutions for complex organizational structures. We serve family offices, multi-entity partnerships, and high-net-worth individuals who require more than standard accounting — they need strategic partners who understand the intersection of tax law, investment management, and operational efficiency.
Our team combines deep expertise in tax advisory with modern technology and automation, enabling us to deliver precision, transparency, and scalability that traditional firms cannot match.
We manage and advise on structures spanning dozens of entities — partnerships, LLCs, corporations, and trusts — ensuring every decision is optimized for tax efficiency, compliance, and long-term wealth preservation.
Meet the Principal
Miller
Principal & Managing Advisor
Miller is a CPA and business process automation specialist who founded MRM Advisors to bring institutional-quality financial operations to complex family office structures. With deep expertise spanning tax law, investment accounting, and modern technology systems, he delivers the precision and strategic insight that multi-entity organizations demand. His approach combines rigorous compliance grounding with forward-thinking automation — ensuring every engagement is accurate, efficient, and built to scale.
Our Services
Comprehensive advisory solutions tailored to complex financial structures.
Tax Advisory & Compliance
IRC-grounded tax planning for partnerships, corporations, and individuals. We navigate complex provisions including Section 1202 (QSBS), Section 1045 rollovers, K-1 preparation, and multi-state filing obligations to minimize tax burden while maintaining full compliance.
Investment Accounting
Comprehensive tracking and reporting across multiple custodians and asset classes. We reconcile and report on portfolios held at major institutions, providing consolidated views of performance, cost basis, gains/losses, and allocation analytics.
Family Office Operations
End-to-end operational management for unofficial and formal family offices. From cash flow monitoring and capital call tracking to entity-level bookkeeping and inter-entity transactions, we handle the operational complexity so you can focus on strategy.
Multi-Entity Management
Coordinated management across partnerships, LLCs, S-corps, C-corps, and trusts. We maintain clean books, ensure proper allocation methodologies, and provide consolidated reporting across your entire organizational structure.
Business Process Automation
We leverage modern technology — including AI-powered document processing, automated transaction categorization, and custom reporting systems — to transform manual workflows into scalable, auditable processes that reduce errors and save time.
Strategic Financial Planning
Long-term wealth preservation strategies including estate planning coordination, generational wealth transfer optimization, investment structure analysis, and ongoing advisory to ensure your financial architecture evolves with your needs.
How We Work
A disciplined, technology-forward approach to financial complexity.
Precision & Compliance
Every engagement starts with rigorous analysis. We ground our work in primary tax authority — IRC, Treasury Regulations, and relevant case law — ensuring every position is defensible and every filing is accurate.
Technology & Automation
We don't just use spreadsheets. Our proprietary systems automate transaction categorization, document processing, and reporting — delivering faster turnaround, fewer errors, and complete audit trails.
Proactive Partnership
We don't wait for year-end. Our ongoing advisory model means we're identifying opportunities and risks in real time — from tax-loss harvesting windows to compliance deadlines — so nothing falls through the cracks.
Who We Serve
Get in Touch
Ready to simplify your financial complexity? Let's start a conversation.
Phone
(646) 325-9465Location
New York, NY
Hours
Monday – Friday, 9:00 AM – 6:00 PM ET