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
23
What founders need to do to catch seed investors’ eye
A well planned, stand-out pitch is imperative, say experts
Jun
22
Net gain: Amid crisis, boutique investment firm lands an ace
The COVID-19 crisis hasn’t stopped Fifth Avenue Family Office from executing its strategy. That includes hiring a savvy — yet untested — college athlete to run a new angel fund.
Jun
22
The Science Of VC Investments: How Family Offices Can Tap Into The Startup Opportunity In India
Notably, the new generation of wealthy and high net-worth individuals (HNIs) have been focussing on wealth management and investments through family offices. Globally, as per a Crunchbase research of 2018, 193 family offices made over 1700 venture deals.
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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