We built Regis to amplify and simplify the financial lives of families with the largest, most complex wealth.
With Regis, you receive a family office team that’s been custom-built to serve your needs. You reap the benefits of a private family office, as well as greater resources, more protection, and fewer headaches than if you were to do it on your own.
Building a Family Office Team
Just For You
Just For You
Many families have longtime attorneys, CPAs, and investment advisors. At your discretion, one of your existing resources can take the lead in any of the following roles, with our counterpart providing additional support.
For illustrative purposes only. Bookkeeping and Concierge Service coordination services are provide through select unaffiliated third parties, as such, additional fees may apply. Mercer Global Advisors has a related insurance agency. Mercer Advisors Insurance Services, LLC (MAIS) is a wholly owned subsidiary of Mercer Advisors Inc. MAIS provides individual life, disability, long term care coverage, and property and casualty coverage through various insurance companies. Trustee services are offered through select third parties with which a client would engage directly, as such additional fees may apply
“Our goal is to make every client feel like our only client.”
Expertise Aligned with Your Goals
Aligning on what matters
Growing your assets
Accessing exclusive opportunities
Shaping your legacy
Optimizing your taxes
Getting you organized
Expediting access to credit
Preserving family unity
Safeguarding family wealth
Handling special assets and tasks
Protecting your plan
Navigating pivotal moments
1 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 unaffiliated with Mercer Advisors.
2 Private Banking Services are provided by US Bank National Association, or Charles Schwab Bank through a referral relationship with Mercer Advisors. Mercer Advisors is not a bank and does not provide banking services.
3 Services provided by unaffiliated third parties, as such additional fees may apply.
4 Tax preparation and tax filing may require a separate fee from our investment management and planning services.
5 Trustee services are offered through select third parties with which a client would engage directly, as such additional fees may apply.
Our Specialties
While your path is unique, you likely share overlapping needs and challenges with others in your position. Our experience working with your peers enables us to bring proven best practices and efficiency to our work with you.
Professional Investors
Founders & Entrepreneurs
Corporate Executives
Professional Athletes
Professional Artists & Entertainers
Generational Wealth Stewards
Family Offices in Transition
Divorcees
Widows
The Strength of Our Experience
In 2025, Regis Management Company, Waypoint, and MDK joined forces and form The Regis Group, integrating their services and expertise with Mercer Advisors to create a family office dedicated to serving families with complex, multigenerational wealth.
Each firm brought decades of experience serving families with skill and care. Together, we offer an integrated model that provides the structure, service, and insight needed to manage complex wealth in today’s world—and for generations to come.
Joined Mercer Advisors in December 2022
Joined Mercer Advisors in November 2024
Joined Mercer Advisors in March 2024
