Dynasty Trusts and Multigenerational Wealth Transfer: A Post-OBBBA Guide
The OBBBA made the $15 million estate tax exemption “permanent.” This guide explores how dynasty trusts, combined with generation-skipping transfer (GST) tax planning and coordinated trust strategies, can help protect and transfer wealth across multiple generations.
How To Choose a Wealth Management Firm at $1M-$10M: The Complete Guide
Learn how to choose a wealth management firm: Discover the questions to ask, fee structures, fiduciary standards, and integrated solutions that can help protect and grow your wealth.
The Concentrated Stock Diversification Guide: 9 Strategies Compared
Compare nine concentrated stock diversification strategies to help make informed decisions.
Selling Your Business: A 10-Year Exit Planning Playbook
Selling your business may be the largest financial transaction of your life. This 10-year framework walks you through owner-dependence reduction, tax optimization, estate planning, and post-exit diversification.
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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