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.
Nov
03
Private Wealth Law Firm Sterlington Adds Estate and Trust Tax Veteran
Sterlington has hired Fran Mehaffey, a fiduciary accountant with more than 40 years of experience in estate, trust and private foundation tax returns, taking its Private Wealth team to 19.
Nov
02
Family Office Capital Backs Gencom’s Purchase of the InterContinental Miami
White Bridge Capital and its international family office partners provided a significant share of the equity as a Gencom-led partnership acquired the 652-room InterContinental Miami.
Oct
30
Northern Trust Marks 30 Years in Singapore, Base of Its Family Office Arm
Northern Trust is celebrating 30 years in Singapore, where its Global Family Office business has served single family offices and private investment companies across Asia Pacific since 2022.
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