Mercer Advisors

Mercer Advisors positions itself as a family office model made accessible to high-net-worth and ultra-high-net-worth families who want coordinated financial management without running a dedicated family office. The firm brings financial planning, investment management, tax preparation, estate planning, insurance, and trustee services under one in-house team rather than routing clients through separate providers for each function. With over $98 billion in client assets and 110+ regional offices across the United States, it operates at national scale while maintaining locally assigned advisors.

The practical consequence of the unified-team model is that the same firm handling investment portfolios also files tax returns, reviews estate documents, and advises on insurance coverage. For clients who currently manage several uncoordinated specialists, this consolidation can reduce administrative friction and improve cross-discipline planning. The Encino office illustrates a more specialized variant: a legacy business management practice serving ultra-high-net-worth entertainment and media professionals, offering accounting, bookkeeping, and day-to-day financial administration alongside wealth advisory.

Key service components include:

• Investment management backed by a team of 100+ investment professionals
• In-house tax planning and preparation (billed separately from advisory fees)
• Estate planning coordination through third-party legal partners
• Business management services including accounting and bookkeeping
• Trustee services via third-party partners

Pricing is not publicly disclosed, and tax preparation carries a separate fee from the core investment management and planning engagement. Estate planning and trustee services involve unaffiliated third parties, which means those interactions fall outside the direct Mercer advisory relationship. The firm is US-focused with no indication of international client services. Families with complex cross-border needs or those requiring fully proprietary trust and legal services will find those functions handled through referrals rather than in-house.

• Financial planning and goal-based wealth strategy
• Investment portfolio management
• Tax planning and tax return preparation
• Estate planning coordination
• Insurance review and placement
• Business management and accounting for high-net-worth professionals

• Unified advisory team covering multiple financial disciplines
• Institutional-grade investment portfolios managed by 100+ professionals
• In-house tax planning and filing services
• Estate planning through third-party legal partners
• Trustee services via third-party providers
• Insurance services through Mercer Advisors Insurance Services, LLC subsidiary
• Business management and bookkeeping services
• Advisor matching tool for prospective clients
• Family office structure for multi-generational wealth management
• Local office network with nationally coordinated resources

Built for Private Wealth Owners / Principals, Single Family Office (SFO), Multi Family Office (MFO).

Dedicated local advisor with direct email contact; regional offices with phone support