Dan Porter

Dan enjoys collaborating with clients to help them achieve their estate planning and wealth transfer goals. Prior to joining Mercer Advisors in 2024, he was an attorney in the family wealth planning groups of two well- known San Francisco law firms, advising high-net-worth and ultra-high-net-worth individuals and families on implementing comprehensive estate and gift tax planning strategies to help achieve their wealth transfer and business succession goals in a tax-efficient manner. Dan also assisted clients with estate and trust administration, charitable giving, and income tax planning. He earned his bachelor’s degree from the University of California at Los Angeles and his Juris Doctor from the University of San Francisco School of Law. Outside of work, Dan enjoys golfing and spending time with his wife and two young children.