Our Services
Holistic Approach
At Millar Private, we believe that wealth management is not just about numbers; it’s about families, their goals, and their legacies. Our holistic approach combines financial expertise, personalized service, and a deep understanding of family dynamics to create lasting value for our clients.
How we Help
To ensure clients needs are met, Millar Private is composed of two complementing branches.
Millar Private Wealth
Millar Private Wealth is a private asset management firm catering to high net worth individuals and business owners. MPW works to develop quality investment portfolios for our clients that are integrated with their personal situation and overall needs.
We recognize that each client’s financial journey is unique, and we tailor our strategies accordingly. In addition to wealth management, we take a comprehensive approach to estate planning. We understand that wealth extends beyond financial assets—it encompasses family values, legacy, and intergenerational well-being.
We specialize in creating customized estate plans that address each family’s unique challenges. From intergenerational wealth transfers, succession planning and family dynamics, we strive to achieve a successful transition of wealth across generations.
Millar Private Insurance
Millar Private Insurance complements our wealth management and estate planning services. We understand that safeguarding your legacy involves more than just investment management. It requires protection against unforeseen events. Our insurance solutions seamlessly integrate with your estate plan, providing peace of mind for you and your loved ones.