Mercer Advisors
Sharing Knowledge

Unique Assets

Non-traditional assets — from classic cars and fine art to horses and other collectibles — can be a meaningful part of your investment mix, but they come with unique valuation, liquidity, and estate planning considerations that require careful attention. At Mercer Advisors, we help clients understand the risks, returns, and wealth planning implications of incorporating unique assets into a comprehensive financial plan. Browse the resources below for practical guidance on evaluating and managing passion assets as part of your long-term wealth strategy.

A man riding in a classic car he just invested in!
Unique Assets Article

Investing in Classic Cars: A Passion That Can Pay Off

Learn the pros and cons of adding collectible cars to your investment mix.

FAQs
Unique Assets FAQ

What is the QSBS exclusion after OBBBA?

See the answer
Unique Assets FAQ

How do equity awards affect my long-term financial plan?

See the answer
Unique Assets FAQ

Are there tax-efficient alternatives to selling concentrated stock outright?

See the answer
Unique Assets FAQ

Can I gift or donate my concentrated shares?

See the answer
Unique Assets FAQ

What’s the tax impact if I sell low-basis shares?

See the answer
Unique Assets FAQ

How much of my portfolio is too much in one stock?

See the answer

Further Learning

Financial Planning Guide

The Inheritance and Sudden Wealth Playbook: First 90 Days + 12 Months

When you inherit a significant amount of wealth, the decisions you make in the first year can define outcomes for decades. Here’s your step-by-step playbook.

Retirement Article

How SECURE 2.0 Is Reshaping Your Retirement Savings Options

The SECURE 2.0 Act of 2022 introduced significant updates to retirement savings rules — automatic enrollment, emergency savings accounts, and enhanced catch-up contribution limits — that can meaningfully change how you plan for the future.

Listen
Investment Management Podcast

Episode 39 – Financial Planning Is a Prerequisite to Successful Investing

Don Calcagni, Chief Investment Officer, breaks down why financial planning should be the essential first step to building, sustaining, and transferring wealth.

Listen
Investment Management Podcast

Episode 525 – Investment Philosophy vs. Strategy

Discover how your core beliefs shape investment decisions. John Walker and Jason O’Meara break down philosophy vs. strategy for long-term success.

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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