Company Information

Get to know McMillan Advisor Multi Family Offices

McMillan is a multi-family office founded on the principles of independence, transparency, and full alignment of interests with its clients. The firm acts as a personal chief financial officer for a select number of families, offering services that include consolidated wealth reporting, strategic asset allocation, investment selection, and risk management. By providing objective advice and access to global expertise, McMillan aims to preserve and grow its clients' wealth across generations.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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McMillan Advisor Multi Family Offices

United States

Founded in

2007 (19 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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Security Information

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.