Jaime McMillan, J.D.

As one of the nation’s most experienced advisers, Jaime helps clients achieve their family’s investment goals with a focus on premier growth companies and diversification. He believes solutions once typically only available to multi-million dollar accounts should be accessible to every client including sustainable, alternative, and environmental social governance investing.

Jaime has founded McMillan Advisors Multi-Family Offices, a company focused on high touch private client engagement to solve challenging investing, tax, estate, and family legacy issues. Jaime works in collaboration with other professionals selected by the firm to accomplish objectives or with the client’s own inside professionals to solve problems and move forward.

He is a graduate of North Carolina State University BA Political Science and earned his Juris Doctorate from Trinity School of Law in Southern California.

“Big companies have small moves, small companies have big moves.”

Peter Lynch One Up on Wall Street

Your first consultation is on me