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
17
U.S. Family Offices Lead Global Ranks With $396,000 Salaries
It pays to be a senior executive in a U.S. family office.
Jun
16
She Saw Few Black Advisors at Big Firms, so She Started Her Own
Anna N’Jie-Konte, 32, tells ThinkAdvisor why the financial firm recruiting process needs a total overhaul.
Jun
16
Private equity limited partners want more face time with each another
Three-quarters of limited partners in private equity funds say they want more opportunities to interact directly with one another, according to a Coller Capital survey released Monday.
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Discover how to evaluate investment opportunities with a proven step-by-step guide for family offices and UHNW investors, leading to informed wealth strategies.
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