Home Alts News Mercer Acquires $5 Billion RIA

Mercer Acquires $5 Billion RIA

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Mercer Advisors Inc., a registered investment adviser with $38 billion in client assets, acquired Regis Management Company LLC, a wealth management firm with $5 billion in client assets under management.

Regis serves clients nationwide and has offices in San Francisco and Menlo Park. The firm was co-founded by managing partner Robert Burlinson in 2000 and serves families through defining and executing plans for multi-generational wealth through offering customized services in investment management, tax efficiency and philanthropy.

Peter Gifford, partner and president, Stephen Donahue, partner, Matthew Krensky, partner, and Steven Go, partner and chief operating officer, complete Regis’ leadership team. The firm is a provider of alternative investment management and multigenerational wealth planning and will utilize Mercer Advisors’ in-house family office services, such as estate planning, tax consulting and return preparation and trustee services.

“Regis manages the multigenerational wealth of our clients,” Bob Burlinson, Regis co-founder and managing partner. “By definition, their wealth will exceed many lifetimes, including my own and those of my partners. We have built a business designed to service our clients’ needs through multiple generations.  Partnering with Mercer Advisors will allow us to attract, train, and retain world class talent to ensure best in class service beyond our lifetimes.”

“Regis has built an industry leading, UHNW service offering that we believed not only complemented our service model, but indeed could operate as a top-tier solution set for clients with multigenerational wealth and the complex issues and needs this unique group experiences, and the expertise they demand,” said David Barton who led the acquisition of Regis on behalf of Mercer Advisors. “We felt this business combination was a 1 plus 1 equaled 4 or 5, a fully synergized result from top to bottom with best of breed service solutions for every client segment. A true win-win for both parties and, best of all, a big win for our clients.”

Established in 1985, Mercer Global Advisors is a full-service wealth management firm that specializes in providing investment advice, financial and estate planning, and taxes, and corporate trustee and trust administration services. Headquartered in Denver, Mercer Advisors is privately held, has more than 800 employees, operates nationally with more than 80 locations and has more than $37 billion in client assets.

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