A philanthropy advisor helps you decide where, how much, and through what structure to give and helps you tell whether it worked. That includes researching organizations with credible evidence of impact, and recommending giving vehicles. At Mercer Advisors, your philanthropy advisor works alongside the tax, estate, and investment professionals already on your team rather than operating separately from your plan.
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.
