Mercer Advisors Launches Art and Finance Event Series with Dialogue at McColl Center for Art + Innovation
Mercer Advisors, in collaboration with Arcadia Art Consultancy and the Village on Morehead, recently hosted a community event at the McColl Center for Art + Innovation that brought together financial advisors, art professionals, collectors, and local residents for a focused panel on art investing and the intersections between financial planning and art planning.
Mercer Advisors Deepens Tax Capabilities With Addition of Beach Freeman Lim & Cleland
Mercer Advisors, a national wealth management and financial planning organization, today announced the acquisition of Beach Freeman Lim & Cleland (“BFLC”), a leading Southern California-based tax firm focused on providing tax, accounting and business advisory services to high-net-worth individuals, families and business owners. The transaction reinforces Mercer Advisors’ commitment to deliver comprehensive, integrated family office services including financial planning, tax planning and preparation, estate planning and investment management.
Mercer Advisors Makes Institutional-Grade Private Markets Investing Available to Families
Mercer Advisors, a national wealth management and financial planning business with $60 billion in client assets, today announced the expansion of its private markets offering with the launch of the Aspen Partners platform.
