Local wealth management and investment advisory firm Regis Management Company LLC has been acquired by industry giant Mercer Advisors Inc.
Denver-based Mercer announced the acquisition Thursday. In addition to wealth management, Mercer offers estate planning and tax consulting services for family investment offices and foundations, while Menlo Park-based Regis specializes in alternative investments for the very rich, Mercer said in a press release.
Their merger will allow them to offer a full-suite…
