ACG 101 Aug 6th Family Office Forum

Brian is a trusted advisor to high-net-worth families, offering tailored family office consulting services focused on preserving and growing generational wealth. With more than 30 years of experience as a management consultant, corporate executive, and entrepreneur, Brian brings deep expertise in financial strategy, governance, and transition planning to the unique and complex needs of wealthy families. Brian specializes in guiding clients through critical financial and organizational milestones—whether navigating succession planning, managing liquidity events, establishing private foundations, or aligning family values with investment priorities. His background in corporate leadership and strategic planning enables him to bring a disciplined, enterprise-level approach to the family office environment, ensuring clarity, continuity, and confidence across generations. As the founder of two successful consulting firms, Brian has provided innovative tax resolution and financial recovery services to individuals and businesses alike—experience that translates directly to helping families mitigate risk, optimize structures, and maintain financial health in a changing landscape. Earlier in his career, Brian served as Senior Vice President of Finance and Chief Financial Officer at Universal Studios Hollywood, where he oversaw strategic and financial planning, accounting, and IT. He has also held senior financial roles at Coach, Villeroy & Boch, and Pepsi Cola Bottling Group. Brian is a Certified Public Accountant and maintains affiliations with KPMG, the American Institute of CPAs (AICPA), and the California Society of CPAs. He has contributed to academic programs at UCLA Extension and California State University, Northridge (CSUN), where he served on advisory boards for Entrepreneurship and Taxation.

Ron has more than two decades of experience in the financial services Industry.  As a Managing Director and Wealth Partner at JPMorgan for 19 years,

he serves high-net-worth individuals and families with an emphasis on small and middle market business owners, whom he assists with advanced planning services and managing newfound wealth.

A core tenant of the team philosophy is “exit planning is simply good business planning”.

Ron has been recognized as a 2025 Best in state Wealth Advisor by Forbes Shook. Additionally, the Munman Group has been recognized as a 2025 Best-in-State Wealth Management Team. Ron sits on JPMorgan Advisor’s Wealth Council, chairs the Most Fundable Companies Program through the Pepperdine Graziadio Business School and is actively involved as a sponsor and speaker at Loyola Marymount’s Family Business Forum. He has written numerous white papers for business owners contemplating succession planning that include topics on business attractiveness, personal readiness, solicited versus unsolicited offers and deal killers. He and his team are solely committed to helping business owners consider the most  important questions and planning as it relates to a successful transition.

Janice L. Miller, Esq. is the Managing Partner at Miller Haga Law Group, LLP, with over 25 years of experience as a highly-recognized trusted legal advisor as an innovative general counsel. She represents the firm’s clients in business transactions, real estate, entertainment, intellectual property, licensing, and hospitality, focusing on preventive strategies to avoid litigation. A recognized speaker, Janice frequently addresses conferences on business trends, location based entertainment, real estate, corporate governance, and emerging legal trends.

Before private practice, Janice held senior leadership roles at NBCUniversal, including Vice President of Business Affairs for Universal Studios Hollywood® and CityWalk®. She played a key role in the billion-dollar expansion of these properties, managed tenant relationships, and advised on major business deals and sponsorships. Her earlier career included significant positions at Walt Disney Imagineering®, Sega GameWorks®, and MCA Recreation Services®, where she built her expertise in entertainment, real estate, and intellectual property law.

Janice is also an expert in the business strategy of Coopertition® (the notion that competitors can work together cooperatively for the benefit of their clients). She serves as a strategic legal partner and business advisor, providing the firm’s clients with pragmatic, cost–effective legal and business solutions that minimize risk and maximize profits. She has been recognized as a Southern California Super Lawyer (2020-2025), a Legal Visionary by the Los Angeles Times, and among the Top Women Lawyers by the Daily Journal. She has also been named a Top 200 Most Influential Leader by the San Fernando Valley Business Journal.

Janice holds a J.D. (cum laude) and B.A. (magna cum laude) from Temple University, and an M.B.A. (summa cum laude) from the University of Redlands. Outside of her legal career, Janice enjoys fitness, pickleball, and time with her family. She and her husband of 29 years have two adult children: a commercial airline pilot and a doctor of Behavioral Health specializing in athletic prehabilitation.