Advisory services are offered through Ai Merchantry and its affiliates, each being a registered investment adviser (“RIA”) regulated by the U.S. Securities and Exchange Commission (“SEC”). Advisory services are only offered in jurisdictions where Ai Merchantry is appropriately registered. The use of the term “registered” does not imply any particular level of skill or training and does not imply any approval by the SEC. For a complete discussion of the scope of advisory services offered, fees, and other disclosures, please review Ai Merchantry’s Disclosure Brochure (Form ADV Part 2A) and Form CRS, available upon request and online at https://adviserinfo.sec.gov. We also encourage you to review our Privacy Policy and Code of Ethics, available upon request.

Fractional Family office services, such as tax support and bill pay services, are exclusively provided by Ai Merchantry Fractional Family Office Services, an affiliate of Ai Merchantry and its RIAs. Ai Merchantry Fractional Family Office Services is not a registered investment adviser or accounting firm and does not offer or provide investment or accounting advice or services.

Ai Merchantry Tax can provide standalone tax planning for individuals and businesses, as well as audit support, under a separate agreement. Ai Merchantry Tax is not an RIA, law firm, or accounting firm and does not provide investment, legal, or accounting advice or services. Clients may be charged a separate fee for these additional services.

Ai Merchantry Trust Company provides customized administrative trust solutions. Trust services are offered through Ai Merchantry Trust Company. The choice of trust situs is a complex decision that involves various legal, financial, tax, and personal considerations. We recommend consulting with your CPA and attorney to identify the best jurisdiction for your individual situation.

Ai Merchantry is not a lender or bank and does not provide loans or lines of credit to clients.

As non-fee fiduciaries, we put our clients’ best interests first. We focus on exceeding expectations, simplifying lives, and helping establish lasting legacies.