Estate planning strategies for wealth transfer | Mercer Advisors

Sep 5, 2024 · Navigating the Great Wealth Transfer: Estate Planning Strategies for the $90 Trillion Boom. Logan Baker, JD, LL.M., MBA. Lead, Sr. Wealth Strategist. September 5, 2024; …

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Estate Planning Strategies For Wealth Transfer | Mercer Advisors

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Sep 5, 2024 · Navigating the Great Wealth Transfer: Estate Planning Strategies for the $90 Trillion Boom. Logan Baker, JD, LL.M., MBA. Lead, Sr. Wealth Strategist. September 5, 2024; …

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How To Transfer Assets To Your Beneficiaries? | Mercer Advisors …

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Mercer Advisors’ Post Mercer Advisors 21,774 followers 1mo ... Navigating the Great Wealth Transfer: Estate Planning Strategies for the $90 Trillion Boom

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Mercer Hires New Organic Growth Czar From LPL - Wealth …

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9 hours ago · Mercer Global Advisors, one of the nation’s largest and most acquisitive registered investment advisors with $69 billion in assets, has hired Alisa Maute as executive managing …

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Inheriting The Wealth Of Baby Boomers | Mercer Advisors

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Aug 19, 2024 · The baby boomer generation is the wealthiest in U.S. history, with an average net worth of $1.2 million per person. 1 This high average is likely due to some baby boomers (born …

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FAQs about Estate planning strategies for wealth transfer | Mercer Advisors Coupon?

Who is Mercer Advisors?

"Mercer Advisors is a partnership of professionals who have decided to work together because we believe that we can deliver better outcomes to clients by working as a unified team," added Welling. "Alisa is an extraordinary leader who shares our client-first approach and brings a depth of expertise in leading and building client development teams. ...

How can families adapt to changes in wealth transfer strategies?

The landscape of wealth transfer is dynamic, requiring ongoing management and reassessment of strategies. Families should be prepared to adapt to changes in: Legislation: Tax laws and regulations can shift, impacting the effectiveness of certain wealth transfer strategies. Staying informed and adjusting plans accordingly is essential. ...

What can Mercer do for You?

Mercer can provide advice to ensure you protect your wealth and leave a meaningful legacy for your family or support the causes and people who mean the most to you. ...

What is client development at Mercer Advisors?

Mercer Advisors’ dedicated client development function allows advisors to devote their time and energy to serving their existing clients, instead of finding new ones. Client development professionals work to identify prospective clients and thoughtfully pair them with an advisor best suited to solve for the complexities of their financial lives. ...

Where is Mercer Global Advisors headquartered?

Mercer Global Advisors, Inc. is headquartered in Denver, Colorado, is privately held, has 1,120+ employees, and operates nationally through more than 110 locations. Mercer Advisors has $69 billion in client assets. ...

Who is Mercer Advisors' new Chief People Officer?

The appointment of Maute is Mercer Advisors’ third key hire in the past twelve months. In September, the firm appointed Elizabeth Hioe as its chief people officer, responsible for aligning talent strategy and human resources programs with the company’s strategy. And last February, the firm appointed Gün Keresteci as its chief financial officer. ...