Mercer Advisors
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Question

Why do some firms offer in-house tax, estate, and investment expertise?

Answer

Some firms bring multiple disciplines together to coordinate financial strategies more closely. This structure can simplify communication across investment, tax, and estate considerations. Clients should understand which services are provided by affiliated professionals and review how compensation arrangements are disclosed.

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Last Updated Aug. 5, 2026
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Further Learning

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Trump Accounts (Section 530A) let families invest up to $5,000 a year for any child under 18 — plus a $1,000 federal pilot contribution for kids born 2025 to 2028.

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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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