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We exist so that you don’t have to worry about money.
- A Family Office For Your Family
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  - A Hand-Picked Wealth Advisor
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  - An Institutional-Grade Portfolio
    that is tailored specifically for you, and managed by a team of 100+ investment professionals (not just one advisor).
  - A Boutique Fiduciary with National Strength
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Considerations for a Long-Short Strategy to Manage Capital Gains
Why investors with concentrated positions and large capital gains may want to consider a Long-Short strategy.

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What To Know About Estate Tax Exemptions in 2025

April 1, 2025

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Act Now: Higher Estate Tax Exemption Set to End in 2025

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March 20, 2024

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Understanding Potential Income, Estate, and Gift Tax Changes Under the Trump Administration

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Aligning Charitable Giving, Estate, and Tax Planning

July 30, 2024

Estate and Gift Tax: Essential Considerations

April 8, 2024

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February 12, 2024

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Tax Planning & Management Services Let’s Talk Tax planning is integral to maximizing and managing your wealth. And key to wealth management is having a

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All investing involves risk, including the possible loss of principal. Portfolio management strategies such as diversification, asset allocation, and rebalancing do not ensure a profit or guarantee against loss. There is no guarantee that any investment strategy will achieve its objectives. 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 unaffiliated with Mercer Advisors. Mercer Advisors Inc. is a Delaware corporation and is in no way affiliated with Mercer LLC, Mercer Investments, or the Marsh & McLennan Companies. Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is a parent company of Mercer Global Advisors Inc. and is not involved with investment services. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER® certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

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What To Know About Estate Tax Exemptions in 2025

Act Now: Higher Estate Tax Exemption Set to End in 2025

To Minimize Inheritance and Estate Tax, Make These Moves Now

Understanding Potential Income, Estate, and Gift Tax Changes Under the Trump Administration

Aligning Charitable Giving, Estate, and Tax Planning

Estate and Gift Tax: Essential Considerations

Maximize Your Estate or Trust’s Tax Efficiency with the 65-Day Rule

Jeremiah Barlow discusses surprise estate income-tax with MarketWatch

Estate Planning

Tax Planning

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Explore More

Considerations for a Long-Short Strategy to Manage Capital Gains

11 Factors to Consider in an Early Retirement Package

Navigating Real Estate Transfers to Trusts: What You Need to Know

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