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MEMBER PROFILE

 

Anthony Lugo

Mercer Advisors

 

Member profile details

Membership level
Northern California Individual
First name
Anthony
Last name
Lugo
Title
Wealth Advisor
Company
Mercer Advisors
XPX Chapter Email Lists
  • Northern California News & Events
 

XPX ROLE

Leadership Role
Launch Committee
 

CONTACT INFORMATION

City
Mill Valley
State
California
 

PROFILE INFORMATION

Call me when
You are considering the sale or or purchase of a business and want the support of a family office to help with taxes, estate planning, retirement, and investments.
Why I/we support XPX
To further support business owners with a localized team and further educate folks on exit planning.
Profession
  • Wealth Manager
Functional Expertise
  • Cash management
  • Charitable giving
  • Compensation
  • Equity
  • Estate planning
  • Exit/Transition Planning
  • Family business
  • Fiduciary
  • Financial Modelling
  • Investments
  • Private equity
  • Probate
  • Real estate
  • Retirement
  • Risk management
  • Tax
  • Trusts
  • Venture capital
Client Industry(ies)
  • Agriculture/Mining
  • Business Services
  • Computer/Electronics
  • Consumer Services
  • Education
  • Energy/Utilities
  • Financial Services
  • Government
  • Health/Pharma/Biotech
  • Manufacturing
  • Media and Entertainment
  • Non-profit
  • Real Estate/Construction
  • Retail
  • Software/Internet
  • Telecommunications
  • Transportation/Storage
  • Travel/Recreation/Leisure
  • Wholesale/Distribution
Professional Certification(s)
CFP, CEPA
In Business Since
2013
How to contact
925 980 7456
Business Focus
Family Office | Wealth Management for Business Owners and Founders
Advisor Resource Relationships
  • EPI
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