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
16
Bobby Gill on Family Offices: How to protect wealth for successive generations
Without proper wealth management, most families lose their businesses and money in 3 generations. Let’s see how family offices can help families manage their money for generations to come.
Jun
15
Jersey: The Importance Of Governance In Family Offices
Families come in all shapes and sizes and it follows that there is no one size fits all approach when it comes to establishing an effective governance framework for a single family office (being a private organisation that manages the investments for a single wealthy family) or a multi-family office (being a private organisation which looks after the investments of multiple families).
Jun
14
The Next Generation Takes Ownership in USTC
First financial steps have been made to cement the planned succession process of Torben Østergaard-Nielsen’s global shipping group United Shipping & Trading Company (USTC), based in Middelfart, Denmark.
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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