Mercer Advisors
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Question

What is family governance?

Answer

Family governance is a framework for how families communicate, make decisions, define roles and responsibilities, and prepare future generations for wealth.

For high-net-worth families, it can bring greater structure to the personal and family considerations surrounding a complex financial life.

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Where can I find my Social Security estimate?

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FAQs
Last Updated Nov. 2, 2026
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Social Security: When To Claim, How To Help Maximize, and Common Mistakes To Avoid

A comprehensive guide to Social Security claiming strategies, including when to start benefits, six ways to help maximize your monthly payment, and seven common mistakes to avoid.

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Episode 530 – Year-End Financial Planning Checklist

John Walker and Jason O’Meara discuss key year-end planning steps: maxing retirement contributions, taking RMDs, managing inherited IRAs, and Roth conversions before Dec. 31.

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What To Do With the Money You’re Not Going To Spend

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Planning a California Residency Change Before Your Liquidity Event

Changing California residency before a liquidity event requires careful planning. Learn the two-year timeline, safe harbor rules, and strategies to help reduce your tax exposure.

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About Mercer Advisors

We exist so you don’t have to worry about money. For more than 40 years, we’ve taken the sophisticated, time-tested approach that many ultra-high net worth individuals use to help manage their financial lives and made it accessible to more families.

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