Mercer Capital is a Platinum Sponsor of the 2021 Annual Meeting hosted by The Association of Trust Organizations (ATO). This in-person event will be held in Amelia Island, Florida on September 19-21, 2021.
Matthew R. Crow, ASA, CFA, President of Mercer Capital, is set to participate in the panel discussion “Managing Transition” on September 21st. In addition to Matt Crow, Brooks Hamner, CFA, ASA, and Zachary Milam, CFA will also be attending.
ATO attracts professionals from across the country, providing opportunities for networking, business development, continuing education and information on key industry issues.
Mercer Capital provides RIAs, independent trust companies, and alternative asset managers with business valuation and financial advisory services related to corporate disputes, litigated matters, tax compliance, and financial reporting requirements. Mercer Capital also provides transaction advisory and consulting-related services.