Individual Services and Family Office Consulting

Industries we Serve >  Individual Services and Family Office Consulting

WITH YOU THROUGH THE GENERATIONS

Milestones are how we mark our lives, and with meaningful events often comes significant change.

At Mercadien, our Individual Services and Family Office Consulting Group helps individuals and families navigate transitions over generations, supporting them through their most challenging financial decisions. We know those difficult  decisions aren’t just about the numbers. It’s about the conversations that take place in between that help illustrate the story.

OVER HALF OF OUR INDIVIDUAL CLIENTS HAVE BEEN WITH US MORE THAN 10 YEARS.

Whether you are an individual seeking tax planning for a new job overseas, selling your family home to downsize, or setting up a trust for your grandchildren, we can help you. Needs vary over the years – we’ve seen it firsthand with our clients who have been with us over decades. We’ve been lucky to be with many of them through the major events in their lives.

A CLIENT EXPERIENCE DESIGNED FOR INDIVIDUALS AND FAMILIES

Once you are a Mercadien client, you’re always a part of our community. We are very proud that nearly all our individual services and family office consulting clients come to us through referral. Joining the Mercadien community means you get our full attention. We’ll build relationships with your other advisors to cultivate an environment of collaboration and trust.

You can set your expectations high and rest assured we understand them before we begin any engagement. Understanding finances is one thing but the ability to communicate that complex information in an easy, conversational way is our specialty. You can relax; the details are being handled – high-level and hands-on. Think of us as providing you with white glove service without the pretention.

The right fit and trust are everything. Our relationships are not a commodity. When you, our individual services and family office consulting clients, put your trust and faith with us, we consider that a privilege. You need someone who will ask the right questions, listen to you, and then ask more to go deeper. There is no one size fits all, and we promise no surprises. We aim to respond to you promptly to demonstrate our reliability and commitment.

Your financial health today is intricately linked to your legacy tomorrow. Planning doesn’t have to be stressful. In fact, we aim to make this process as smooth and painless as possible. We provide you a confidential space where you can air your concerns, challenges and biggest dreams. You need someone who understands the nature and dynamics of individual services and family office consulting, someone who understands your preferences and lifestyle. At Mercadien, we help you turn wishes into attainable goals and work with you to develop a long-term vision for you and your family.

OUR INDIVIDUAL AND FAMILY OFFICE CONSULTING SERVICES INCLUDE

  • Tax preparation and planning
  • Trust and estate planning
  • Family office services
  • International tax services
  • Philanthropic support services
  • Administration and planning
  • Financial

    Strategic

    Retirement

    Education

INDIVIDUAL SERVICES AND FAMILY OFFICE CONSULTING TEAM MEMBERS

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