Mercer Global Advisors (Mercer Advisors) has launched its national Women & Wealth practice, a group dedicated to supporting women through holistic financial planning.
The new practice will concentrate on areas such as longevity planning, career transitions, caregiving, business ownership and multigenerational wealth.
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These services will be delivered through Mercer Advisors’ integrated family office platform, which encompasses institutional-grade investment management, financial planning, and estate and tax planning.
The move formalises women-centred financial planning within Mercer Advisors’ business priorities.
In this content, the firm cited a study by McKinsey that projects women in the US will control $34tn in assets by 2030.
Notably, around 50% of Mercer Advisors’ client-facing team members are women, with women accounting for 40% of the executive team.
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By GlobalDataMercer Advisors president Daniel Gourvitch said: “Establishing a Women & Wealth practice represents our commitment to permanently invest in the advisory infrastructure required to continue to differentiate ourselves and to build a professional home for fiduciary advisors who want to focus on women.”
The practice will be led by executive managing partner and head of Women & Wealth, Laura Combs.
Since joining Mercer Advisors in 2008, Combs has led growth in several of the firm’s fastest-growing regions, including Colorado, and helped build the Wealth Path offering to extend family office services to more families.
She previously oversaw the North division, spanning business between Illinois and Idaho.
The firm also highlighted Combs’ contribution in launching InvestHERs, a firmwide programme and community dedicated to advancing women as investors and financial professionals.
Combs noted: “When we talk about women and wealth, we’re talking about the lived reality of the households our teams serve every day. Meeting women’s needs – building trust, engaging them meaningfully, and sustaining those relationships – is not just sound advice, it’s a business imperative.”
