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.

Mercer Advisors exists so that you don’t have to worry about money.
Family Office Wealth Management Solutions
Financial Planning
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- Vision and goal setting
- Retirement income and savings
- College savings
- Planning for healthcare
expenses - Debt management
- Asset protection
- Wealth forecasting
Investment Management1
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- 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
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- 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
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- Living wills
- Wealth transfer planning
- Incapacity planning
Insurance Solutions4
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- Property & casualty
- Life
- Disability
- Long-term care
- Annuities
- Natural disaster
- Cybersecurity
Trustee Services5
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- 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.