Paul Miller
Founding Partner · Greenfield Advisory Group
AI Narrative Summary
Contextual Brief
Advisor Review Recommended

Paul Miller is a founding partner at Greenfield Advisory Group managing succession planning for 3 founding partners with a Q3 2026 timeline. Key risks: board transition uncertainty, estate coordination with 2 trusts. Open questions: buy-sell agreement structure, preferred succession model.

AI Narrative Summary · Advisor review recommended. This summary was generated by an AI model constrained to narrative summarization only. Structured memory fields — evidence, signals, risks, and open questions — are human or advisor-entered and deterministically derived. No autonomous intelligence claim. Advisor reviews all AI output before client contact.

Source-tracked facts — advisor or client entered

Succession timeline: Q3 2026
Intake form Added Apr 28 by Sarah Chen
3 founding partners: Miller, Oates, Rivera
Client document upload Added Apr 30 by Paul Miller
Estate: 2 family trusts (Miller Family Trust, GAG Holdings)
Prior engagement #38 Added Mar 15 by Sarah Chen

Engagement signals — advisor-reviewed

High
High urgency: board transition deadline approaching
Medium
Referral relationship: Miller referred by existing client

Identified risks — advisor must review

High
Buy-sell agreement not yet drafted
Medium
Rivera succession preference unknown

Open questions — pending advisor resolution

What is Paul's preferred succession model (internal promotion vs. external hire)?
Is the estate coordination handled separately or part of this engagement?