Joshua S. Miller

Josh has over 16 years of industry experience and is currently President & CEO of Acadia Management Co. Inc., a multigenerational single-family office. In this role, Josh counsels family members on sophisticated estate plan designs, financial planning and expense management, investments, and tax strategies. He serves as trustee on family trusts and oversees fiduciary services provided by the office, other family members and independent trustees. With the help of the Acadia Team, Josh manages all aspects of the family office including investment management, planning, tax preparation, family governance, asset protection, risk management, operations and office staff.

Prior to joining Acadia, Josh was a senior wealth strategist for CIBC Private Wealth, where he counseled high net worth individuals, corporate executives, closely held business owners and multinationals on sophisticated estate plan designs and strategies. He worked directly with clients and their advisors to create integrated estate plans, guide client families in evolving a healthy wealth culture and find solutions to develop the rising generation, all part of CIBC Private Wealth Management’s integrated wealth management process. Josh is a licensed attorney, a Certified Financial Planner (CFP®) and has earned the Accredited Estate Planner (AEP®) designation.