On August 1, 2025, Mercer Global Advisors announced its acquisition of Family Wealth Planning Group and Family Wealth Tax Advisory.
Mercer Global Advisors (“Mercer”) announced, on August 1, 2025, its acquisition of Family Wealth Planning Group and its affiliate, Family Wealth Tax Advisory (“Family Wealth”). Under the terms of the transaction, the Family Wealth team will join Mercer. Further terms of the deal were not disclosed.
Mercer, based in Denver, is a registered investment advisor that provides fee-based investment management, financial planning, family office, retirement benefits and distribution planning, estate and tax planning, insurance solutions, and corporate trustee and trust administration services. As of April 2025, Mercer had approximately $70 billion in assets under management.
Family Wealth, based in Naples, Florida, are wealth and tax planning firms offering comprehensive financial and tax planning services. Family Wealth has approximately $1.2 billion in assets.
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