Mercer Advisors

Mercer Advisors Hosts “Art as an Asset: A Philanthropic Wealth & Legacy Event” at Museum of Contemporary Art in Denver

Denver, Colorado, February 24, 2026 – Mercer Advisors announced that it hosted an exclusive event at the Museum of Contemporary Art Denver, in partnership with appraisers, collectors, and curators in the Denver art community, featuring an exploration of how art collecting can be part of a broader investment strategy.

“It is a privilege to bring together so many people in the amazing Denver arts community for this interactive conversation on how to undertake art collecting in a thoughtful and deliberate way,” said Elizabeth Hioe, Chief People Officer at Mercer Advisors who moderated the event. “Approaching an art collection through the lens of planning, not only helps protect us as investors or donors – it also means that we’re supporting the arts in an effective way. It’s truly a win-win for art enthusiasts and artists.”

The event is part of an ongoing collaboration between Mercer Advisors and Museum of Contemporary Art Denver.

“Our mission at MCA Denver is to make contemporary art accessible, and events like this create an opportunity for collectors to gain the knowledge they need to steward their collections thoughtfully and responsibly,” said Miranda Lash, the Ellen Bruss Chief Curator of MCA Denver. “Collecting is not just about objects, but about connecting people, ideas, and histories and we’re thrilled to be working with Mercer Advisors to help collectors see their role in shaping cultural legacy.”

The event’s headline panel discussion featured:

  • Miranda Lash, Ellen Bruss Chief Curator, MCA Denver
  • Mary Peck, Fine Art Consultant and Appraiser, Mary Peck Art Advisory, LLC
  • James Telfer, CFP®, CSRIC®, Wealth Advisor and Director, Mercer Advisors
  • Moderator: Elizabeth Hioe, Chief People Officer, Mercer Advisors

The panel shared insights into how to thoughtfully include art into an estate plan, how donor-advised funds can be used in the art world to maximize tax benefits, and how to optimize a charitable giving strategy to ensure that both donors and donor organizations receive the best value for contributions.

“Good art stewardship preserves not just financial value, but the story and intention behind each artwork,” said Mary Peck, a fine art consultant and appraiser with over 25 years of experience in the international art world, as an advisor to art collectors with experience cataloguing and appraising art for private collections, insurance companies, museums, artists/artists’ estates, corporations, and foundations. “Appreciating art and managing art as an investment are linked more closely than many people realize. Collectors who take the time to catalog, insure, and understand the provenance of their pieces set themselves up for long-term success — whether they’re planning to gift, sell, or pass art to future generations.”

“Careful financial planning is at the heart of how we help families at Mercer Advisors, and because art can be such a valuable asset, it’s essential for art collectors to apply our approach to thinking about that asset within a holistic view of their finances” said Telfer of Mercer Advisors, which offers comprehensive, fee-based investment advisory and family office services, including financial planning, estate and tax planning, insurance solutions, and corporate trustee and trust administration services.

To round out the evening, the MCA’s Chief Curator, Miranda Lash, gave a guided tour of two of the museum’s exhibits:

  • “Water, Water on the Wall, You’re the Fairest of Them All,” by artist Roni Horn
  • “the haunting of estuaries…an (after)math of confluence,” by Deborah Jack

Due to the event’s success and interest in the topic, Mercer Advisors and MCA Denver are planning a follow-up event later in 2026 to further explore the intersection of financial planning and art collecting.

About Organizations

About Mercer Advisors

Mercer Global Advisors Inc. was named the #1 ranked RIA firm in the nation for two years in a row according to Barron’s 2025 and 2024 Top 100 Registered Investment Advisor Firms. For 40 years, Mercer Advisors has been trusted to help families amplify and simplify their financial lives. The company offers comprehensive, fee-based family office services, including financial planning, estate and tax planning, insurance solutions, and corporate trustee and trust administration services. Mercer Advisors Inc. is majority owned by Oak Hill Capital, Genstar Capital, and Altas Partners. Mercer Global Advisors, Inc. is headquartered in Denver, Colorado, is privately held, has over 1,500 employees, and operates nationally through more than 110 locations. Mercer Advisors has $96 billion in client assets. For more information, visit merceradvisors.com and partnerwithus.merceradvisors.com.

MCA DENVER

The Museum of Contemporary Art Denver (MCA Denver) explores the art and culture of our time through rotating exhibitions and public educational programs in two locations: the Fries Building at 1485 Delgany Street and at the Holiday Theater in Denver’s Northside neighborhood. Featuring international, national and regional artists, MCA Denver offers a wide range of exhibitions promoting creative experimentation with art and ideas. Through adult and youth education programs and other creative events, the museum serves as an innovative forum for a culturally engaged community. https://mcadenver.org/

Mary Peck Art Advisory LLC

Mary Peck Art Advisory, LLC was founded in 2008 to provide personalized market expertise and guidance to collectors seeking to buy or sell works of art. Prior to establishing her firm, Ms. Peck worked for Christie’s, New York for thirteen years, where she was a Specialist and Vice President in Post-War and Contemporary Art and Sale Head of the bi-annual Post-War Day Sale for seven years. Ms. Peck also specialized in Impressionist and Modern Art and Contemporary Prints while at Christie’s. In 2010, Ms. Peck moved to her hometown of Denver, Colorado. She is a Certified Member of the Appraisers Association of America in Post-WarContemporary and Emerging Art.

Important Information

Company statistics as of December 31, 2025. Client assets refers to client assets under management (AUM) and client assets under advisement (AUA) as well as assets gained from recent acquisitions where the advisory agreements have been properly assigned to Mercer Global Advisors, but the custodial accounts have yet to be transferred and/or the accounts have yet to be migrated to Mercer Global Advisors’ portfolio management system.

“Mercer Advisors” is a brand name used by several affiliated legal entities owned by Mercer Advisors, Inc., including, Mercer Global Advisors, Inc., an SEC registered investment adviser providing investment advisory and family office services; Mercer Advisors Private Asset Management, Inc., an SEC registered investment adviser providing discretionary investment management services to affiliated private funds; Mercer Advisors Tax Services LLC, a tax services and accounting firm; Heim, Young and Associates, Inc., (MA Brokerage Solutions) a broker/dealer, member FINRA/SIPC; and Mercer Advisors Insurance Services LLC, (MAIS) an insurance agency.

Mercer Advisors is not a law firm and does not provide legal advice to clients. All Estate planning document preparation and other legal advice are provided through select third parties, with which Mercer Advisors has a contractual relationship. Mercer Advisors Tax Services, LLC, does not provide financial audit, assurance, compilations, or forensic accounting services. Each individual tax situation is unique, depending on complexity, additional fees may apply. Insurance products are provided by Mercer Advisors Insurance Services, LLC (MAIS), which places individual life, disability, long term care coverage, and property and casualty coverage through select insurance companies. Trustee services are offered through select third parties with which a client would sign an additional agreement, and additional fees may apply.

2025 and 2024 – Barron’s Top 100 RIA methodology

Mercer Advisors was ranked #1 for non-mega RIA firms. Advisers who wish to be ranked fill out a 100+ question survey about their practice. Barron’s verifies that data with regulatory databases and then Barron’s applies their rankings formula to the data to generate a ranking. The formula features three major categories of calculations: (1) Assets (2) Revenue (3) Quality of practice. In each of those categories Barron’s does multiple sub calculations including asset type, growth, client retention, technology spending, succession planning, diversity of their teams, charitable and philanthropic work and compliance records. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing.

Please Note: Limitations. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that they will experience a certain level of results if Mercer Advisors or its investment professionals are engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either Mercer Advisors or its investment professionals to receive the award or ranking. The award or ranking is based upon specific criteria and methodology. No ranking or recognition should be construed as an endorsement by any past or current client of Mercer Advisors or its investment professionals.

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