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
10
WHY EVERYONE DESERVES A FAMILY OFFICE
Picture this, the average HNW Client has five different Wealth Management Providers. (EY 2019) Each provider gives the client isolated advice based on the portion of wealth in their control. What does this mean? With no overlap, that client will never get to see a composite view of how all their wealth is performing and never get to plan or implement long term financial objectives.
Jun
10
Family Offices Get Greater Access to Private Company Trades
A network of more than 400 family offices and a venture backed by hedge fund billionaire Paul Tudor Jones are partnering to help simplify deal-making for the ultra-wealthy.
Jun
09
Family office backs fixed income fintech
It's back to his roots for Kapstream Capital's retired co-founder Kumar Palghat, as his family office takes an equity stake in a new fixed income execution fintech.
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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
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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
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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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