Mercer Global Advisors, a national registered investment adviser (RIA), has announced the acquisition of Family Wealth Planning Group and its affiliate Family Wealth Tax Advisory, a Naples, Fla.-based wealth and tax planning firm overseeing $1.2 billion in assets for more than 200 families. This transaction expands Mercer Advisors’ footprint in Florida by adding robust financial planning capabilities, executive-focused services and a dynamic next-generation team, strengthening the firm’s dedication to comprehensive, multigenerational wealth management.
Family Wealth Planning Group provides a full suite of wealth management services to high-net-worth families, business owners and executives, offering family wealth planning, investment management, estate and tax planning, next-generation education and more. The firm’s aligned service approach and growth-oriented team complement Mercer Advisors’ integrated platform.
Family Wealth marks the 20th women-led partner f
