MacMillan Estate Planning Corp.

Macmillan Estate Planning (MacMillan) is a boutique, full-service estate planning firm. For nearly a quarter of a century, our firm has worked with thousands of high net-worth families to design their estate plans. We service clients all over the world, focusing on Canada, the U.S. and the United Kingdom. We offer our clients a one-stop-shop service – everything they need to plan their estate is under our roof. Like an architect, we take an unbiased and integrated approach to planning. Our employees include lawyers, accountants and financial planners who work holistically together to service international clients with a multitude of estate planning requirements. We consider an estate plan to be a modern day strongroom, built to safeguard and secure each client’s significance. We start by gaining a deep understanding of our client’s significance, and the key to their family’s success. From this, we strategically help them to map out their life, legacy, legal and tax plans. By focusing on these five areas, we design, implement and care for their customized strongroom, ensuring it reflects their life as it unfolds, – helping guide their significance and true genius forward.

Financial Services
,
Founded in 1995
11-50 employees

Macmillan Estate Planning (MacMillan) is a boutique, full-service estate planning firm. For nearly a quarter of a century, our firm has worked with thousands of high net-worth families to design their estate plans. We service clients all over the world, focusing on Canada, the U.S. and the United Kingdom. We offer our clients a one-stop-shop service – everything they need to plan their estate is under our roof. Like an architect, we take an unbiased and integrated approach to planning. Our employees include lawyers, accountants and financial planners who work holistically together to service international clients with a multitude of estate planning requirements. We consider an estate plan to be a modern day strongroom, built to safeguard and secure each client’s significance. We start by gaining a deep understanding of our client’s significance, and the key to their family’s success. From this, we strategically help them to map out their life, legacy, legal and tax plans. By focusing on these five areas, we design, implement and care for their customized strongroom, ensuring it reflects their life as it unfolds, – helping guide their significance and true genius forward.

Company Information

Industry
Financial Services
Company Type
Privately Held
Founded
1995
Employee Range
11-50
Revenue Range
Not available

Location

Address
621 – 22nd Avenue SW AB Calgary
City
Region
Postal Code
T2S 0H7
Country
Canada

Web Presence

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