Regis

Your Private Family Office, Managed by Us

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.

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Building a Family Office Team
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

Balance Sheet Management

Aligning on what matters

Portfolio Management

Growing your assets

Private Markets Investing

Accessing exclusive opportunities

Estate Planning1

Shaping your legacy

Tax Planning & Preparation4

Optimizing your taxes

Financial Administration

Getting you organized

Private Banking2

Expediting access to credit

Education & Governance

Preserving family unity

Trustee Services5

Safeguarding family wealth

Concierge Coordination3

Handling special assets and tasks

Risk Management

Protecting your plan

Transitions & Transactions

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.

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.

Regis Management Company brings deep investment experience and a long-standing track record of serving sophisticated family enterprises.

Joined Mercer Advisors in December 2022
Waypoint is known for demystifying family office planning through transparent fees, advisor coordination, and a strong commitment to generational alignment.

Joined Mercer Advisors in November 2024
MDK delivers discreet, concierge-level planning for complex financial lives, offering sharp expertise in executive compensation, aviation, and cross-asset strategies.

Joined Mercer Advisors in March 2024

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