Question

Self-managing post-IPO wealth or working with an advisor: which is better?

Answer

Working with an advisor who specializes in equity compensation can help you avoid costly mistakes like triggering unnecessary AMT, missing tax optimization opportunities, or maintaining dangerous concentration risk. Behavioral biases (endowment effect, loss aversion, anchoring, herd behavior) can cloud even analytical professionals’ judgment, and an objective advisor provides data-driven guidance.

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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