What’s Available at Mercer Advisors Family Office

Financial Planning

- Vision and goal setting
- Retirement income and savings
- College savings
- Planning for healthcare
  expenses
- Debt management
- Asset protection
- Wealth forecasting

Investment Management¹

- Custom allocations for
  your objective and risk profile
- Tax overlay capabilities
- Concentrated position
  management
- Options strategies
- Liquid alternative investments
- Private equity
- ESG and socially responsible investing

Tax Planning & Preparation²

- Tax return preparation
- Tax return filing
- Tax-efficient distribution
  planning
- Unwinding concentrated positions
- Navigating the sale of a closely-held business
- Charitable giving strategies

Estate Planning³

- Living wills
- Wealth transfer planning
- Incapacity planning

Insurance Solutions⁴

- Property & casualty
- Life
- Disability
- Long-term care
- Annuities
- Natural disaster
- Cybersecurity

Trustee Services⁵

- Named in documents
- Serve as executor/
  co-executor
- Serve as trustee/
  co-trustee
- Ongoing bill pay