Merchant, a global operating company providing growth capital and strategic resources to independent financial services firms, has announced a partnership with Emerge Business Management to deliver integrated family office solutions to ultra-high-net-worth families across its advisor network.
Through the partnership, Merchant’s partner firms gain direct access to Emerge’s personal CFO services, integrating investment oversight, financial administration, and long-term wealth strategy with day-to-day family office execution. Merchant’s ecosystem comprises more than 130 partner firms and RIA practices in six countries, collectively managing more than $340 billion in assets.
Founded in 2013, Emerge began as a boutique firm serving creative professionals in the entertainment industry before expanding to serve individuals and families across a broad spectrum of industries. The firm operates as a personal CFO, coordinating among specialists across entities, investments, real estate, operating businesses, family dynamics, philanthropy, and legacy planning, while explicitly not managing assets or providing insurance, tax, or legal services.
KEY QUOTES:
Our clients benefit most when investment management is fully aligned with the broader context of their lives, values, and long-term goals. The addition of Emerge to Merchant’s ecosystem creates a powerful framework where advanced planning, disciplined investment management, and day-to-day family office services work together seamlessly to support families across generations.
Patrick Bowen, President, One Capital Management
Just as important as what we do is what we don’t do. We don’t manage assets, and we are not insurance providers or tax or estate attorneys. Instead, we work alongside our clients and their trusted advisors, coordinating among specialists and bringing discipline to execute across complex financial lives. Our clients rely on Emerge as a personal CFO to help navigate generational transitions and growth, and our partnership with Merchant strengthens our ability to pair top-tier investment management with hands-on execution and long-term strategic support.
Aaron Judovits, Founder and CEO, Emerge
This is a natural extension of how we are building the Merchant ecosystem. Our focus is equipping partner firms with the capabilities to deliver a fully integrated wealth experience for ultra-high-net-worth families — where planning, coordination, and day-to-day execution are unified around a single, family-centered view. Emerge closes the gap between strategy and execution, bringing our partners meaningfully closer to what the best multi-family offices deliver for the families they serve.
Matt Brinker, Managing Partner, Merchant
