Building portfolios designed to grow and protect family wealth
The support your single family office needs to meet today’s challenges
In a shifting, complex environment, family offices face increasing demands and challenges. Your investment strategy needs to respond quickly to trends and events and to have rigorous execution.
We partner with family offices worldwide to build agile, more resilient and innovative portfolios that are aligned to their values and are designed to deliver their unique governance and investment needs. Every family is different, and our tailored solutions support your in-house team to achieve better outcomes for future generations. Whether your objective is to diversify through private markets, invest more sustainably, or minimise your family’s investment risk, our team can help you meet these goals.
Each of our single family office clients is completely unique and requires a flexible and tailored approach to how we support its investments. Whether its governance and operational efficiencies, manager selection or stand alone strategic advice we bring the strength of our global business to support each and every one of our clients.
Partner with us to support your team today
As a partner to single family office portfolios, we look beyond any one perspective on the investment landscape to pursue outcomes that address today’s investment challenges and importantly, help our clients prepare for the future.
We can support your team to make better decisions and focus on delivering long term multigenerational wealth. The single family office team at Mercer works with your in-house people to drive efficiencies through your existing operating model. Our clients see us as an extension of their desk to enhance their journey.
Leverage our breadth and depth
US $17.5 trillion in global assets under advisement1
US $613 billion in global assets under management2
More than 11,000 investment strategies rated3
1 30/06/2024. The assets under advisement data (AUA Data) reported here include aggregated assets under advisement for Mercer Investments LLC [and its affiliated companies globally (Mercer)]. The AUA Data has been derived from a variety of sources, including, but not limited to, third-party custodians or investment managers, regulatory filings, and client self-reported data. Mercer has not independently verified the data sourced from third parties in compiling the AUA Data. Where available, the AUA Data are provided as of the date indicated (the Reporting Date). To the extent information was not available as of the Reporting Date; information from a date closest in time to the Reporting Date, which may be of a date more or less recent in time than the Reporting Date, was included in the AUA Data. The AUA Data include assets of clients that have engaged Mercer to provide ongoing advice. Global AUA includes clients that have engaged Mercer to provide project-based services at any time within the 12-month period ending on the Reporting Date, as well as assets of clients that subscribe to Mercer’s Manager Research database delivered through the MercerInsight® platform as of the Reporting Date.
2 31 March, 2025. The assets under management data (the AUM Data) reported here include aggregated assets for which Mercer Investments LLC [and its global affiliates] provide discretionary investment management services as of the dates indicated. With respect to certain commitment-based private funds managed by Mercer Investments LLC or its global affiliates, the AUM data includes committed but uncalled capital, which may also be reflected in client assets otherwise managed by Mercer Investments LLC or its global affiliates. The AUM Data reported here may differ from regulatory assets under management reported in the Form ADV for Mercer Investments. For regulatory assets under management, please see the Form ADV for Mercer Investments which is available upon request by contacting Compliance Department, Mercer Investments 99 High Street, Boston, MA 02110.
3 30 September, 2024
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