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 $16.2 trillion in global assets under advisement1
US $683 billion in global assets under management2
11,100 investment strategies rated3
1 June 30, 2025. Pensions & Investments (P&I) Research Centre. Represents worldwide assets under advisement for consultants, as reported by 48 participating firms to P&I as of June 30, 2025. The survey is published annually.
2 September 30, 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 June 30, 2025
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