Mercer Global Advisors has added Singer Burke, a $1.2 billion Los Angeles-based wealth management, tax and business management firm serving executives in the media and entertainment sector.
Two entities, collectively known as Singer Burke, are part of the transaction: SB Capital Management Inc., a $1.2 billion RIA providing comprehensive investment management and wealth planning services, and Singer Burke Zimmer & Kogan LLP, which provides accounting, tax, business management and financial consulting.
Singer Burke joins Mercer Advisors’ Regis Group, a national team dedicated to families with $25 million or more in investable assets that serves as the cornerstone of the company’s media, entertainment and creative professionals specialty practices across all client segments, the firms announced.
"By joining Mercer Advisors, the Singer Burke leadership team — Matthew Burke, Richard Singer, Elaina Kogan, Stephanie Connor Arkof, and Amitha Harichandran — gains a professional management team, enterprise-scale operations and technology, and a wider set of client services including estate planning which they did not previously offer," the firms said in a statement.
“We believe client outcomes are strongest when financial professionals work in true coordination,” said Matthew Burke, managing partner. “For decades, we’ve had the privilege of serving some of the most accomplished individuals in entertainment and media. We partnered with Mercer Advisors because we believe the firm’s collaborative ethos, supported by its team of integrated specialists, exemplifies how clients receive the best service. This partnership ensures our clients, and our team, will thrive for the next fifty years and beyond.”
Mercer Advisors has more than $80 billion in client assets, with $20 billion across its ultra-high-net-worth offerings.
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