Mercer Advisors
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Asset Protection

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What Clients Ask Guide

How To Choose a Wealth Management Firm at $1M-$10M: The Complete Guide

Learn how to choose a wealth management firm: Discover the questions to ask, fee structures, fiduciary standards, and integrated solutions that can help protect and grow your wealth.

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Investment Management Guide

The Concentrated Stock Diversification Guide: 9 Strategies Compared

Compare nine concentrated stock diversification strategies to help make informed decisions.

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Estate Planning Article

New York Estate Tax: What Families Need To Know

New York estate tax affects estates above $7.35 million. Understand the exemption, cliff, and planning strategies to manage your tax exposure.

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Work & Business Guide

Selling Your Business: A 10-Year Exit Planning Playbook

Selling your business may be the largest financial transaction of your life. This 10-year framework walks you through owner-dependence reduction, tax optimization, estate planning, and post-exit diversification.

Trustee Services On-Demand Webinar

Navigating Medicare: Your 2027 Open Enrollment Playbook

Mercer Advisors Colin Day and Chapter’s Ari Parker break down Medicare’s 2027 updates, enrollment steps, and key decisions for retirees.

Retirement Article

Retirement Tax Planning: Your Lowest-Tax Window May Be Open

Retired but not yet taking RMDs? You may be in your lowest-tax window. Learn how Roth conversions and smart withdrawal sequencing can cut lifetime taxes.

Insurance Solutions Article

Medicare Covers a Lot. It Doesn’t Cover Long-Term Care.

Medicare doesn’t cover long-term custodial care. Learn what it covers, what it doesn’t, and how self-funding, hybrid insurance, and estate planning can help you prepare for the gap.

Trustee Services On-Demand Webinar

Estate Planning: The Decisions Behind the Documents

We break down the key roles in estate planning — trustees, executors, and agents — and how to choose the right people, communicate with family, and keep your plan up to date.

Retirement Guide

Retirement Tax Planning: A Year-Round Guide to Help Keep More of What You’ve Built

A comprehensive retirement tax planning guide covering Roth conversions, RMDs, IRMAA, Social Security taxation, QCDs, and tax-loss harvesting strategies for retirees.

Tax Planning Article

How Much Money Do You Need To Work With a Wealth Manager?

Firm minimums vary widely, but a better question may be whether your financial complexity warrants professional coordination.

Estate Planning Article

How To Keep Your Family Vacation Home in the Family

Passing down a family vacation home takes more than a will. Learn how trusts, LLCs, and honest conversations can keep your legacy property in the family.

Financial Planning Guide

The Inheritance and Sudden Wealth Playbook: First 90 Days + 12 Months

When you inherit a significant amount of wealth, the decisions you make in the first year can define outcomes for decades. Here’s your step-by-step playbook.

Estate Planning Article

Illinois Estate Tax: What High-Net-Worth Families Need To Know

Illinois’ $4 million estate tax exemption, far below the $15 million federal threshold, can expose high-net-worth families to unexpected state tax bills without proactive planning.

FAQs
What Clients Ask FAQ

How do wealth management fees compare across different firm types?

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What Clients Ask FAQ

How do I verify a wealth advisor’s credentials and complaint history?

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What Clients Ask FAQ

Do I need a wealth management firm if I already have a CPA and an estate attorney?

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What Clients Ask FAQ

Should I hire a wealth management firm or manage my investments myself?

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What Clients Ask FAQ

How do fiduciaries differ from brokers?

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What Clients Ask FAQ

What is a wealth management firm?

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Investment Management FAQ

How do I create a 10b5-1 trading plan for my concentrated stock?

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Investment Management FAQ

Which is better for diversifying concentrated stock: direct indexing or an options collar?

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Further Learning

Market Commentary On-Demand Webinar

Q4 Market Outlook: The Fed, Deficits, Energy, Valuations, and More

Mercer Advisors CIO Don Calcagni and Partner Kara Duckworth break down inflation, the Fed, deficits, AI valuations, and housing in this Q4 market outlook webinar.

Market Commentary Article

AI and Your Portfolio

The rise of artificial intelligence is impacting the financial markets and economy in 5 key ways.

Multi-generational Family on the Beach
Estate Planning Guide

Dynasty Trusts and Multigenerational Wealth Transfer: A Post-OBBBA Guide

The OBBBA made the $15 million estate tax exemption “permanent.” This guide explores how dynasty trusts, combined with generation-skipping transfer (GST) tax planning and coordinated trust strategies, can help protect and transfer wealth across multiple generations.

Listen
Retirement Podcast

Episode 529 – Retirement Misconceptions

We debunk widespread retirement misconceptions about Social Security, long-term care, taxes, and the myth of a magic retirement number.

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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Insurance Solutions
Investment Management
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