The beauty of the Mercer Advisors family office model is our ability to scale it to fit the needs of a wide range of families, spanning a spectrum of asset levels and complexities.
But no matter who you are, we make a single promise: delivering your team, your person, your portfolio, and your firm with high-grade, personalized service.
For families with more complex wealth, we can turn up the frequency of service, provide support for complex estates, tap our relationships with leading private investment managers to further diversify their investments, and more.
For all families, the fact that we serve thousands of clients means we have a depth and breadth of resources and know-how to meet your needs, whatever they are.
I have a financial advisor, because everyone needs a person they trust to run interference between their emotional and logical thinking—even Chief Investment Officers.
A Service Approach That Fits Your Family
Whether you have $300,000 or $300,000,000, we provide a comprehensive wealth management experience that’s tailored to you and your specific circumstances and needs. As part of our initial consultation, we help identify which approach is right for you.
For families building wealth
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What you receive
- A family office, which has traditionally been unavailable to non-billionaires
- A comprehensive financial plan that aligns your short and long-term goals with your investments, spending, taxes, insurance, and more
- Regular follow-up to ensure you’re on track and your plan is evolving
Typically appropriate for families with less than $1 million in investable assets
For families eager to protect and grow their wealth
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What you receive
- A dedicated wealth advisor focused on understanding your needs and coordinating a full team of financial specialists to help meet them
- Broader access to more investment classes for enhanced diversification and performance potential
- Full wealth management that also includes estate planning
Typically appropriate for families with $1 million+ in investable assets
For families with sophisticated wealth and investing needs
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What you receive
- Access to direct private investing and co-investing opportunities.
- Dedicated tax, estate and investment strategists (where appropriate)
- Full wealth management that also includes personal (Form 1040) tax return preparation
Typically appropriate for families with $10 million+ in investable assets
For families with complex, multi-generation wealth
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What you receive
- All of the comprehensive family office services available to Ascend clients
- Our most highly experienced wealth advisors and specialists
- Custom family funds program designed to create benefits and efficiencies without sacrificing a bespoke investment experience
Typically appropriate for families with $25 million+ in investable assets
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. Bill pay services are provided via unaffiliated third parties, as such additional fees may apply.
