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Mercadien’s Family Office Services Group works with many types of families, including high net worth families and multi-generational business owners, providing an integrated suite of services to effectively manage the basic to the most complex situations and choices that may occur within wealthy families. As long-time entreprenuers that address the family as a business, Mercadien provides a platform for proper management, confidentiality, compliance, back office support and planning. We collaborate with you and your advisors to develop a strategic approach to meet your family’s financial goals, helping you to give your family the same attention as a successful business.

At the forefront of issues affecting personal finance, our professionals have the industry experience and credentials to provide guidance and strategies to preserve and protect your family’s legacy.

Our responsibility to family office clients includes educating all generations on topics affecting their financial life. We understand that each family has unique needs and we tailor our services accordingly.

Responsive, forward-thinking and relationship-driven, we know our clients, and cover the gamut of the financial and management services your family requires to achieve its goals.
Services include:
 
 
 
Family CFO
  • Cash flow management
  • Tax planning and compliance
  • Entity management
  • Philanthropic coordination
Family Governance
  • Family office structuring
  • Business and risk assessment
  • Estate and legacy planning
  • Asset and wealth preservation
  • Meetings and generational education
Advisory Services
  • Business and succession planning
  • Investment reporting
  • Insurance and real estate
  • Risk management
Philanthropic Advisory
  • Charitable and legacy goals
  • Foundation management
  • Personal giving and gift planning
 
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