Putting Your Liquid Family Wealth to Work

>>Click here to download the slide deck<<

Additional Resources

• Mercer Capital’s RIA Valuation Insights Blog

• How to Communicate Financial Results to Family Shareholders Whitepaper

• Financial Basics for Family Business: A Roadmap for Directors and Shareholders

• Diversification and the Family Business

• Mercer Capital's Family Business Director Blog

• Mercer Capital's Family Business Advisory Services

Speakers

Matt Crow, CFA, ASA

Matthew R. Crow leads Mercer Capital’s Investment Management Industry Team. The team provides RIAs, independent trust companies, broker-dealers, and investment consulting firms with valuation services related to corporate planning and reorganization, transactions, ESOPs, and tax issues as well as valuations of intangible assets, options, and assets subject to specific contractual restrictions. Matt and his team also consult with investment management clients in the process of selling or buying. Matt is a regular contributor to Mercer Capital’s weekly blog, RIA Valuation Insights.

Brooks Hamner CFA, ASA

Brooks K. Hamner is a senior member of the firm’s Investment Management Industry team. The team provides RIAs, independent trust companies, traditional and alternative asset managers, wealth management firms, broker-dealers, and investment consultants with valuation services related to corporate planning and reorganization, litigated matters, transactions, employee stock ownership plans, and tax issues as well as valuations of intangible assets, options, and assets subject to specific contractual restrictions. Brooks also consults with investment management clients in the process of buying other RIAs or selling their business. He is a regular contributor to Mercer Capital’s blog regarding the investment management community, RIA Valuation Insights.