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A family office is a private wealth management firm set up to manage all the financial and investment needs of an ultra-high networth individual and their family.
In 1882, J.D. Rockefeller established the first full-service single family office in the US. He and many others recognized the importance of having an integrated team of specialists working together to safeguard and grow their family wealth.
Today, most Americans—even affluent ones—don’t have the means to establish a family office of their own. But Mercer Advisors makes the comprehensive wealth management approach of a family office accessible to families in need of integrated financial services.
Welcome to the Ascend Group Premium Wealth Management Let’s Talk As your net worth grows, you enjoy greater possibilities and face more complex decisions—in managing

Trustee Management & Planning Services Let’s Talk What does a trustee do? A trustee is a fiduciary who is tasked with managing the assets placed

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Privacy Policy Effective as of February 10, 2023 At Mercer Global Advisors, Inc. (“Mercer Advisors”), our most valuable asset is the relationship we have with
