The 4 Pillars of the Mercer Advisors’ Family Office Approach
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.
A unified in-house team
of advisors, planners, investors, accountants, and estate strategists that designs — and executes — your financial plan.
A hand-picked wealth advisor
who is focused on serving you, not on finding new clients.
An institutional-grade portfolio
that is tailored specifically for you, and managed by a team of 100+ investment professionals (not just one advisor).
An independent, national fiduciary
legally obligated to always act in your best interest.
Mercer Advisors exists so that you don’t have to worry about money.
What’s Available at Mercer Advisors’ Family Office
Financial Planning
-
- Vision and goal setting
- Retirement income and savings
- College savings
- Planning for healthcare
expenses - Debt management
- Asset protection
- Wealth forecasting
Investment Management1
-
- Custom allocations for
your objective and risk profile - Tax overlay capabilities
- Concentrated position
management - Options strategies
- Liquid alternative investments
- Private equity
- ESG and socially responsible investing
- Custom allocations for
Tax Planning & Preparation2
-
- Tax return preparation
- Tax return filing
- Tax-efficient distribution
planning - Unwinding concentrated positions
- Navigating the sale of a closely-held business
- Charitable giving strategies
Estate Planning3
-
- Living wills
- Wealth transfer planning
- Incapacity planning
Insurance Solutions4
-
- Property & casualty
- Life
- Disability
- Long-term care
- Annuities
- Natural disaster
- Cybersecurity
Trustee Services5
-
- Named in documents
- Serve as executor/
co-executor - Serve as trustee/
co-trustee - Ongoing bill pay
Benefits of Our Approach
Amplify
Grow your wealth with sophisticated investing strategies tailored to your portfolio.
Protect your wealth through tax-efficient decisions and other tactics designed to help you keep more of what you earn.
Save money through lower investing and custody costs negotiated on your behalf, and through services like foundational tax and estate planning.
Simplify
More time to do what you love – and less time coordinating multiple professionals, chasing down documents and gathering information.
Greater confidence knowing that you have a dedicated team of professionals that is proactively working on your behalf.
Greater clarity of purpose and philosophical alignment with your spouse, partner, and family members.
1 Options strategies, alternative investments, and private equity are for qualified/accredited investors only. These strategies and investments are subject to greater risks than those associated with traditional investments and are not suitable for all investors.
2 Tax preparation and tax filing are a separate fee from our investment management and planning services.
3 Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice is provided through select third parties unrelated to Mercer Advisors.
4 Mercer Global Advisors has a related insurance agency. Mercer Advisors Insurance Services, LLC (MAIS) is a wholly owned subsidiary of Mercer Advisors Inc. Employees of Mercer Global Advisors serve as officers of MAIS. MAIS provides individual life, disability, long term care coverage, and property and casualty coverage through various insurance companies. For Mercer Global Advisors clients who wish to purchase insurance products, MAIS has entered into a non-exclusive referral agreement with Strategic Partner(s), where the Strategic Partner will provide necessary services relative to the marketing, placement, and servicing of the insurance products, including without limitation preparing and presenting illustrations, supporting the underwriting process, assisting with the completion and execution of applications, delivering policies, and servicing in-force business. MAIS and the Strategic Partner will be listed as either “agents” or “co-agents” on the policies. While Mercer Global Advisors does not receive a referral fee, Strategic Partner receives a percentage of the commission revenue. MAIS and Strategic Partner do have a referral fee sharing agreement.
5 Trustee services are offered through select third parties with which a client would engage directly, as such additional fees may apply.
