Mercer Advisors acquires MDK Private Wealth Management
Transactions - MARCH 5, 2024

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Mercer Advisors acquires MDK Private Wealth Management

by Andrea Zander

Mercer Global Advisors has acquired MDK Private Wealth Management (MDK).

MDK is a comprehensive wealth management firm located in Seattle. MDK, founded in 2020 by Paul Meyer, Jaimi Dennehy and Chris Kalafatis and complemented by a highly qualified team of professionals, serves its ultra-high-net-worth clientele with assets under supervision of more than $2.5 billion.

MDK offers a full range of family office services including financial planning, investment management, trust and estate planning, private banking and lending, tax planning, private aviation and boat advisory, and executive planning. MDK leads with a goals-based planning approach and acts as the "financial quarterback" to give its clients a full financial picture. MDK also specializes in working with senior executives to support compensation planning and 10b5-1 plans.

"MDK is a respected multifamily office led by highly qualified professionals with deep expertise serving the ultra-high-net-worth spac

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