Residential Portfolio Advisory

Mirman

Private Office

Residential Portfolio Advisory

Mirman

Private Office

The residential portfolio problem

01 Problem

Financial assets have a Family Office.

Diagram showing a family office sitting above financial assets.

02 Problem

Operating business have Boards.

Diagram showing boards sitting above operating businesses.

03 Problem

The Residential Portfolio — often representing hundreds of millions in deployed capital has no one sitting above it.

Diagram showing the residential portfolio without equivalent oversight.

We sit above the portfolio — providing the strategic lens that no transaction advisor can offer.

Most advisors answer one question:

What should you buy next?

We ask the questions that matter more:

Which properties still serve the family, which don't?What should be repositioned, and where should capital be redeployed?

We evaluate the portfolio across locations — examining retention, divestment, and redeployment as circumstances evolve. We coordinate with existing tax, legal, and estate advisors without displacing them. The result is strategic clarity where none previously existed.

This is not transactional counsel. We work on retainer — with no interest in any individual sale or acquisition — ensuring that our guidance serves only the portfolio, and only the family.

The Principal

A word about the principal.

Lee Mirman has spent four decades working at the intersection of high-end residential real estate and family wealth — advising across the full arc of significant property: acquisition, improvement, disposition, and long-term maintenance.

A Duke MBA with deep working relationships across the family office, legal, and wealth advisory community, Lee founded Mirman Private Office to address a gap he observed consistently: families with sophisticated counsel for every asset class except the one they live in.

How We Work

A private advisory.

The office works alongside legal, tax, and family office advisors where coordination and long-term positioning matter. Engagements are retainer-based, not transactional.

Discretion is a condition of every engagement.

Continue Your Journey

Advising families on which residences to hold, improve, reposition, replace, or quietly exit — as life stage, jurisdictional realities, and risk exposure change.