Mercer Advisors
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Question

What is the difference between family governance and estate planning?

Answer

Estate planning focuses on the legal and financial structures used to manage and transfer assets.

Family governance focuses on the people around those structures: how family members communicate, make decisions, understand responsibilities, and navigate change.

At Mercer Advisors, the two can be addressed as part of one comprehensive wealth strategy.

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How does a Roth conversion compare to keeping money in a traditional IRA?

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FAQs
Last Updated Nov. 2, 2026
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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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