Millennium Planning Group

Millennium Planning Group

Millennium Planning Group operates as a multi-family office and registered investment advisor, founded in New York to deliver comprehensive wealth management services. The firm's model blends direct investment oversight with strategic coordination across estate planning, tax mitigation, and philanthropic structuring — positioning itself as a central financial architect for high-net-worth families and institutions. The firm's investment strategy spans public equities, fixed income, and alternative assets, with a focus on tax-efficient wealth preservation. Millennium does not publicly disclose specific portfolio holdings or direct deals, instead emphasizing its advisory role in constructing bespoke portfolios through external managers and direct investments. Geographic footprint is concentrated in North America, serving clients primarily in the greater New York metropolitan area. Team size and total assets under management are not publicly disclosed. The firm maintains no additional offices beyond its New York headquarters. There are no verifiable recent operational events from the last 24 months — the firm has not issued public statements or filings detailing changes to leadership, strategy, or structure. Millennium Planning Group's structural differentiator is its multi-family office architecture operating under an RIA framework, which combines fiduciary obligations with personalized family-office-level service. This model allows the firm to serve multiple unrelated families while maintaining the tailored approach typically reserved for single-family offices.