Wall Street is getting well with the help of former healthcare prodigy Derrick L. Miles. At the young age of 31, Miles was thrust into a leadership role unlike any other, becoming the interim CEO of a specialty hospital. This dual responsibility, managing both the specialty hospital and his existing role at the academic medical center, forced him to be innovative and resourceful. Leveraging his extensive and fast-tracked experience, Miles is now on a mission to transform how family offices and private banks approach client wellness.

A Seasoned Leader at a Young Age:

Prior to becoming an entrepreneur, Miles held leadership positions within renowned healthcare organizations. His journey began exceptionally early – at just 31, due to a reduction in force, he was named interim CEO of the specialty hospital attached to an academic medical center, all while still managing responsibilities at the acute care hospital. This experience ignited a passion for innovative healthcare solutions, and Miles has never looked back. “At CourMed, we believe healthy clients are happy clients. By proactively addressing their health concerns, we minimize disruptions and allow them to focus on their financial future with greater clarity and confidence. This translates to higher satisfaction and stronger long-term relationships for our wealth management partners.”

Partnering with CourMed:

CourMed, led by Miles, is a revolutionary firm specializing in concierge health and wellness solutions for high-net-worth individuals and families. Partnering with CourMed allows family offices and private banks to offer a unique benefit that strengthens client relationships and empowers them to prioritize well-being. CourMed provides a comprehensive suite of services designed to help clients spend more time in their healthy zone, minimizing disruptions and maximizing their ability to focus on financial goals.

Services include:

Unmatched Convenience: Enjoy appointments at preferred locations and eliminate wait times.
Personalized Care Plans: Receive customized recommendations based on individual needs.
Tax Benefits: Services provided under exclusive membership qualify as medical expenses
Advanced Diagnostics:
Gain a deeper understanding of individual health risks.
Cutting-Edge Therapies: Access to a wide range of health and wellness services.
Financial Flexibility:
CourMed accepts FSA, HSA, and HRA debit cards for many services, allowing clients to leverage pre-tax dollars for their well-being.

Strategic Differentiation for Wealth Management:

By partnering with CourMed, family offices and private banks can offer a unique perk that strengthens client relationships. “CourMed offers a win-win proposition. By empowering our clients to prioritize their health and well-being, we’re not just helping them live longer, healthier lives; we’re also creating stronger, more engaged relationships with our wealth management partners. Clients who feel supported in achieving optimal health are more likely to make informed financial decisions, experience less stress, and ultimately, achieve their long-term financial goals. It’s a powerful approach that benefits everyone involved” says Miles.

A Look Ahead:

Miles and his team are committed to transforming the way Wall Street prioritizes client well-being. With a focus on proactive health management, CourMed empowers individuals and families to thrive, both financially and physically. The good news? CourMed’s services are currently available to 80% of high-net-worth individuals residing in California, Texas, Florida, New York, and Illinois.

Want more information? Read our white paper on “Elevating Family Office Services

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