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UHNW & HNW

Maximize Your Giving Impact and Tax Benefits with Donor-Advised Funds Image
Estate Planning Article

Help Maximize Your Giving Impact and Tax Benefits in 2026 with Donor-Advised Funds

Increase your philanthropic power with a donor-advised fund. Learn more about this simple, tax-efficient investment option.

People looking at capital gains on a computer
Tax Planning Article

Capital Gains Tax Basics: Rules, Rates, and Tax‑Saving Strategies

Learn the difference in long‑term and short‑term rates, state tax considerations, and more to help with tax planning and saving.

A couple talking with their advisor about portability
Estate Planning Article

How Portability Can Help Maximize Your Gift and Estate Tax Exemptions

Portability enables a surviving spouse to utilize a deceased spouse’s unused estate tax exemption. Understand how it works.

man sitting with foundation director discussing charitable giving options
Tax Planning Article

How Each Generation Gives: Optimizing Fundraising Across Donor Groups

Understanding how each generation gives can help you optimize your fundraising to meet donors where they are.

Man sitting at desk looking at tax laws
Tax Planning Article

Washington State Enacts Tax Reforms: Estate and Capital Gains Changes Now Law

New estate and capital gains tax laws in Washington State may impact residents’ financial plans.

older couple sitting down, talking with an estate planner
Estate Planning Article

Trusts 101: What Type Is Right For You?

Discover how different trusts can help you manage assets, avoid probate, and plan for your estate.

woman talking to a financial advisor
Tax Planning Article

Minimizing Taxes on Investment Gains: A Guide for High-Net-Worth Investors

Ten tactics investors can utilize for wealth preservation and growth potential, and to help minimize tax liabilities on investment gains.

Man sitting with tax advisor discussing options
Tax Planning Article

What To Know About Estate Tax Exemptions in 2025

Learn about 2025 estate tax exemptions and how they may impact your wealth planning. Stay informed to protect your legacy.

image of front yards and houses lined up on a street in a neighborhood
Tax Planning Article

Deferring Capital Gains Taxes With a 721 Exchange

If you’re interested in investing in direct real estate in an IRA, learn the benefits and drawbacks and the difference from a REIT.

The 2024 election and taxes
Tax Planning Article

2024 Election Results: What It Could Mean for Taxes Going Forward 

Explore the potential impacts of Trump’s return and GOP majorities on tax policy, including TCJA extensions and SALT cap debates.

Couple Discussing The NIIT and Medicare Tax
Tax Planning Article

How High-Income Earners Can Navigate the NIIT and Additional Medicare Tax 

High-income earners may face a 3.8% Net Investment Income Tax (NIIT) and 0.9% Medicare surtax. Both can impact financial plans. 

high-net-worth family
What Clients Ask Article

Why High-Net-Worth Individuals Need Specialized Wealth Advisors

High-net-worth individuals and households often need more sophisticated and tailored wealth management expertise.

Person discussing four estate planning strategies for tax savings
Tax Planning Article

Year-End Tax Tips for High-Net-Worth Clients

Estate planning is vital for high-net-worth investors amid rising rates and tax rule changes. Four strategies can result in tax savings.

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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