# Macmillan Estate Planning

Macmillan Estate Planning is a RIA based in Calgary, Canada.

## Overview

- **Organization type:** RIA
- **Headquarters:** Calgary, Canada
- **Region:** North America
- **Address:** 621 - 22nd Avenue SW, Calgary, Alberta T2S 0H7, Canada
- **Founded:** 1996
- **Assets under management:** Undisclosed
- **Website:** www.macmillanestate.com
- **LinkedIn:** https://www.linkedin.com/company/macmillan-estate-planning-corp

## Regulatory record

- **Reports private funds:** No

## About

Macmillan Estate Planning is a firm founded in 1995 in Calgary, Canada. It specializes in estate planning for high net-worth individuals. Services include will and trust planning, business succession, generational wealth management, tax planning, and charitable giving.

## People

- Sheri MacMillan

## Questions

### Who runs investment decisions at Macmillan Estate Planning?

Macmillan Estate Planning does not position itself primarily as a discretionary investment manager. The firm's public materials describe an in-house team of lawyers, accountants, and financial planners who work together on estate plans. Financial planning and investment asset considerations are one component of the broader estate architecture, and the firm has not publicly identified a named chief investment officer or investment committee.

### Does Macmillan Estate Planning participate in fund commitments or direct deals?

There is no public record of Macmillan Estate Planning making fund commitments, direct co-investments, or private-market deals. The firm's documented activities center on estate planning, tax strategy, trust structures, business succession, and charitable giving design rather than private-capital deployment.

### How is Macmillan Estate Planning related to the Sheldrick Wildlife Trust?

Macmillan Estate Planning prominently features its support for the Sheldrick Wildlife Trust, a Kenya-based elephant rescue and rehabilitation charity. The firm describes itself as proud to support the trust and directs clients and website visitors to donate, integrating the cause into its public brand identity and philanthropic ethos.

### What is the Strongroom Approach?

The Strongroom Approach is Macmillan Estate Planning's proprietary framework for designing and maintaining an estate plan. It treats an estate as a secure, evolving structure that must reflect a client's life as it unfolds, integrating legal, tax, and legacy planning into a single, ongoing plan rather than a one-time legal document.

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Last updated: 2026-07-06T01:24:20.724Z

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