Mercer Advisors Adds AI Tax Firm to Deepen Family Office Services
Mercer Advisors has acquired Fifteenth, an AI-native tax firm, to deepen integrated family office services as more UHNW clients seek tax planning alongside wealth management.
Jun
19
Lawyers – The Better Private Bankers?
Attorneys are increasingly becoming what private bankers want to be – the nearest and dearest of advisers to the super-rich.
Jun
19
Singapore Family Office Hires Seven to Run Rich Asian Money
Kamet Capital Partners Pte is on a hiring spree as the Singapore family office tops $1 billion in assets for the wealthy clients it serves in Asia.
Jun
18
Know The Differences Between Brokers And Advisers: Suitability Vs. Fiduciary Standards
In light of the financial chaos that has resulted from the global pandemic, many investors are turning to professionals for advice rather than trying to manage their portfolios on their own. During the long bull market, many investors may have believed they were very smart with their investments, since they were making nice returns, so why pay someone for advice?
Insights
How to Evaluate Investment Opportunities for Family Offices
Discover how to evaluate investment opportunities with a proven step-by-step guide for family offices and UHNW investors, leading to informed wealth strategies.
January 15, 2026
Insights
Why Network With Family Offices: Strategic Advantages
Why network with family offices? Learn about connection opportunities, collaboration models, investment access, risks, and value for UHNW investors.
January 14, 2026
Insights
Role of Portfolio Manager – Impact on Family Offices
Role of portfolio manager in family offices: explore responsibilities, investment strategies, regulatory demands, and risk management for UHNW investors.
January 13, 2026
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