Welcome to Mercadien Asset Management

Family Planning

Including your family

At Mercadien, we also recognize that what happens to your money affects not only you, but those you care about – so we feel family wealth education is critical.

The responsibility of sudden wealth can be a burden to many – with the unfortunate result of causing unneeded stress, hard feelings, or even dissent within the family unit.

Too often, surviving spouses are unfamiliar with the complete scope of their own finances, or heirs mishandle newly found wealth. For this reason, educating your loved ones about your financial plan – in accordance with your own personal comfort level – is an integral part of the personalized service we provide.

Financial literacy, to provide adolescent or college-aged children with proactive financial management guidance and education early on, to start them off on the right path toward financial responsibility.
Spousal sessions, to ensure both spouses are in sync with financial objectives and plans – to avoid common pitfalls and traps in the long run.
Family meetings, to help facilitate, mediate, or simply provide a forum for key family members to communicate their needs. These sessions can cover everything from running family foundations to making sure that certain individuals know “as much as they need to know” about the family’s wealth and the management of it.

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