B O U T I Q U E G LO B A L W E A LT H MANAGAMENT FIRM
MACMILLAN ESTAT E PLANNING A S K T H E E X P E RT W I T H SHERI MACMILLAN, CEO MacMillan Estate Planning is a boutique estate planning firm. For over 30 years our firm has worked with many affluent families to design their estate plans either in person or v i r t u a l l y. We s e r v i c e clients all over the world, focusing on Canada, the United States and the United Kingdom. Our goal is that, through our planning process, we can build a Strongroom to safeguard your family’s significance. Essentially, this involves the creation of a bespoke estate plan to protect the things that you care about most. We consider your ‘significance’ to be not only the assets in your estate but also those people that mean the most to you. We offer our clients the ability to plan their estate from a single location - everything they need to implement the design of their estate plan can be provided by one organisation which includes; lawyers, accountants, financial planners and insurance professionals. Like an architect, we work together holistically to build estate plans for domestic and international clients who often have a multitude of estate planning requirements. 54
