Mercer 1031 Consulting

Mercer §1031 Consulting guides families through the most important §1031 exchanges of their generation by building and executing custom solutions and strategies to the client’s specific tax, estate and financial needs. When it comes to time to transition from creating wealth to preserving it, many families struggle knowing where to start, or how complex and important transaction will be. But one thing is sure, failure during this transaction is not an option. For our client’s not just about deferring tax, but creating a portfolio of replacement properties, fully diversified and intent on allowing the wealth they’ve built to become more passive. As a fiduciary partner through the transaction, Mercer is agnostic to all sourced replacement property in the exchange, instead working exclusively to meet the needs and best interests of our clients. We are proud to have never had a failed exchange among the dozens of 100+ happy families and business partnerships we’ve helped transition through the most important transaction of their lives.