Family Office

Samuel Kenworthy is a Managing Director with Mercadien and a member of the firm’s Individual Services Group, working primarily in the tax department. He created and heads the firm’s International Human Capital Services Group, where he works with businesses and their global workforce to manage the human capital function as well as all aspects related…

Every client is unique and special to Michelle Everman. As a Managing Director with Mercadien’s Individual Services and Family Office Group, Michelle provides tax, estate, financial and strategic planning to high net worth families and individuals. A true team player, she serves as a financial quarterback for her clients – whether it’s ensuring tax compliance,…

“Before you understand the numbers, you need to understand the person.” For Marguerite Mount, empowering her clients around handling their finances is at the heart of her practice. That means demystifying complex financial and tax challenges by being accessible – in her language, conversations and responsiveness. Known for encouraging her clients to ask tough questions, Marguerite always…

Conrad Druker’s clients are confident in knowing they can count on him for all of their financial needs. As Managing Director and Principal of Mercadien, Conrad serves as a trusted advisor to large, closely-held and family-owned organizations spanning multiple generations. From assisting with tax, estate, or strategic planning to evaluate financing options or other business…