Family Office Services

Maintain your family's heritage and preserve longstanding values for the benefit of future generations.

Custom family office structure

Putting what we do in the simplest terms, our family office deals with a wealthy family's wealth, such as their investment strategies, tax and estate preparation.

However, at Macmillan Jones, we endeavor to continually elevate our family office to an advanced level with the intention of streamlining a family's sophisticated financial situation. Our family office solutions afford the maximum degree of attention and assistant support to supply families with structure, usability, and assurance of a secure future.

Preserving the value of multi-generational wealth

Our clients choose to protect their wealth for subsequent generations and eliminate the responsibility of coping with both complicated and day-to-day financial matters. We function as your financial assistant, delivering an advanced level of receptive support created to streamline your financial obligations, ensuring all your private and business capital performs in unison.

Our objective is to assist you to formalize your financial goals so you're able to make wise choices relating to your future as well as that of your children and their children.

In line with family traditions

Working with our seasoned investment professionals, we create a totally unique asset allocation approach that matches your investment inclinations, whilst preserving the versatility necessary to serve your family's varied requirements.

Informed decision processes

Empowering teams to share ideas across asset classes and management styles enhances our ability to deliver portfolio performance at each stage of the economic cycle.

Our Investment Process
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Contact Macmillan Jones to discover how we can help you to manage a bespoke investment portfolio directed to achieving your specific financial goals.

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Institutional asset management

Access to our institutional level services, tailored to suit your specific investment preferences.

For Private Investors

Putting what we do in the simplest terms, our family office deals with a wealthy family's wealth, such as their investment strategies, tax and estate preparation.

Private Investors  
Institutional Asset Management

Focussed on generating significant investment returns over time whilst at the same time controlling the risk associated with market fluctuations in the process

Institutions