David Y. Oh

David Oh leads the wealth strategy team for Mercer Advisors, which provides tax, trusts, and estate guidance to ultra-high-net-worth families. He advises clients on preserving multigenerational family wealth and charitable strategies. Before joining Mercer Advisors, Mr. Oh held key roles at Franklin Templeton, Charles Schwab, and PwC, offering tax, estate, and wealth planning solutions to founders, executives, and family offices. Mr. Oh earned his Master of Laws in Taxation at Boston University, J.D. from University of the Pacific, and BA at the University of California, Berkeley. He is a certified specialist in both taxation law and estate planning by the State Bar of California. Mr. Oh currently chairs the estate and gift tax committee of the California Lawyer’s Association. and is a lecturer for Columbia University where he teaches estate planning to graduate students.

Before joining Mercer Advisors, Mr. Oh was the Director of Tax and Estate Planning at Charles Schwab. He is a Certified Specialist in Estate Planning, Trust & Probate as well as Taxation Law, both of which are from the State Bar of California. Mr. Oh has also authored numerous articles and treatise on a variety of topics for multiple organizations, including CEB, LexisNexis, Thomson Reuters, the State Bar of California, and the Contra Costa County Bar Association.