Mercer Advisors
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Generational Wealth

Estate Planning Article

Building a Lasting Legacy in the Era of the Great Wealth Transfer

Learn effective inheritance planning strategies from specialists. Get guidance on tax-efficient wealth transfer, trusts, and preserving your family legacy.

Estate Planning Article

How Upstream Planning Can Help Preserve Generational Wealth

Estate plans often focus on downstream wealth transfer from older to younger generations. Upstream planning challenges that convention and may offer meaningful tax advantages.

Estate Planning Article

Basis Step-Up Strategies for Estate Planning

The basis step up rule is a powerful estate planning tool that can wipe out capital gains tax on inherited assets. Learn how it works and when it applies.

Financial Planning Guide

Suddenly Inheriting Wealth In Early Adulthood or Midlife

This guide aims to help you navigate the complexities of sudden wealth inheritance by addressing common concerns and providing a decision-making framework.

Trustee Services Article

What Is a Trust and When Do You Need One for Your Estate Plan?

Learn the basics of trusts, including revocable and irrevocable options, and discover when establishing a trust makes sense for your comprehensive wealth plan.

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Retirement Podcast

Episode 518 – You Can’t Take It with You: Living for Tomorrow and Today

John Walker and Jason O’Meara explore the Die with Zero philosophy, helping you balance saving for tomorrow with living fully today through intentional financial planning.

Two woman business owners planning
Women & Wealth Article

Exit Planning for Women Business Owners

Guidance for women business owners approaching a sale — covering exit strategy, tax planning, succession, and life after a liquidity event.

A couple in Washington discussing taxes
Financial Planning Article

Washington Estate Tax Rates Roll Back in 2026

Washington lowered estate tax rates for 2026. See how the change could affect your plan and the people you want to protect.

An advisor working with their client on an RIA
Financial Planning Article

What Is an RIA? What Investors Should Know

Learn what a Registered Investment Advisor (RIA) is, how RIAs are regulated, how they differ from financial advisors, and the benefits of working with a fiduciary advisor.

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Estate Planning Podcast

Episode 515 – Will You Inherit Family Money: Part 2

John Walker and Jason O’Meara discuss the emotional and behavioral impacts of inheriting wealth, and how to appropriately address those issues.

A couple talking with a wealth advisor about mistakes
Financial Planning Article

The 7 Most Common Wealth Management Mistakes — and How to Avoid Them

Learn the seven most common wealth management mistakes and how a fiduciary advisor can help align investing, tax strategies, retirement income, and estate planning.

A family making a financial plan
Financial Planning Article

Why Every Family Can Benefit from a Financial Plan

Learn what’s in a family financial plan, benefits of a financial plan, and why financial planning is valuable for life changes. The components of a financial plan can move you toward your goals.

A man looking at intellectual property
Estate Planning Article

How to Handle Intellectual Property With Your Estate Planning

Intellectual property can generate income opportunities for heirs. Learn how copyrights, trademarks, and patents fit into your estate plan.

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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Financial Planning
Estate Planning
Tax Planning & Preparation
Insurance Solutions
Investment Management
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