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Mihir brings over 15 years of experience advising high-net-worth and ultra-high-net-worth individuals and families on complex financial and tax matters. He is focused on delivering thoughtful, practical guidance that helps clients navigate sophisticated financial situations with clarity and confidence.


Throughout his career, Mihir has worked closely with clients on tax strategy, financial decision-making, and overall wealth planning. Mihir believes strong relationships are the foundation of great advisory work. He prioritizes responsiveness, clear communication, and a proactive approach to ensure clients feel supported every step of the way.


Outside of work, Mihir passionately follows his Indiana Hoosiers sports teams — a connection that is especially meaningful, as he met his wife during his time at Indiana University. He also enjoys spending time with his two young boys.

Mihir Patel

Senior Manager

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