For me, it was about expanding our value proposition to our clients and doing so by adding more in-house services.

They had the scale that we wanted, and that was really important to me … I wanted the scale to make sure I could say to clients: "We are bringing you the absolute best in investment and service resources."

I had built a successful and growing practice but had reached the limits of my capacity. To continue to add clients and grow I had to reinvent my business. To use industry vernacular, I had to build it or join it…Partnering with Mercer Advisors had appeal for me because they take over onerous back-office responsibilities, and offer in-house family office services like estate planning, tax, etc., that my clients can utilize. For me it was a win, and for my clients it was a win, a true ‘win-win’.