Multi Family Offices
Registered Investment Advisor
My Message
With two teenage sons and as founder of my company in 2007 I am reminded each day of why we invest and save. Our livelihood and future are built around the people we care most about.
I have been actively working as an Investment Adviser for many years. Through many market cycles upturns and downturns, I have seen the strength and resilience of America. Those qualities are present in our clients and we join as partners on the road to prosperity.
Wealth is the ability to fully experience life.
– Henry David Thoreau
Multi Family Office Advisor
The world is more complex today with many financial models in finance and banking. But what financial customers say they need most is a financial manager. One who can be holistic, who doesn’t sell products, is responsive and can anticipate issues.
Our Advisor business model is focused on one purpose- serving multi-family offices of clients. They are unique families with unique financial needs. Here’s just some of the many services we provide.
Portfolio Mgmt
As Founder and CEO of McMillan Advisor Multi Family Offices Jaime McMillan has over 25 years managing portfolios and making strategic investments. His equity style is focused on growth stocks of leading brands of global companies.
Income Planning
A solid plan to replace earned income should consider sources of your projected income such as pensions and social security coupled with all accumulated investments. Balancing income with growth can greatly extend your nest egg.
Estate Planning
Regardless of your assets, estate planning is an important part of your financial plan. Planning ahead can give you control, privacy, and security of your legacy. We have partner professionals specializing in wills, trusts, and corporate trustee solutions to take care of that.
Legacy Planning
Leaving wealth behind to serve as a foundation on which your progeny can build their financial futures may be your goal but often heirs may not have the financial acuity to manage assets. We can facilitate a prudent plan for transition along with educating successors.