# Silverhawk Private Wealth Family Office

Silverhawk Private Wealth Family Office is a Multi Family Office based in Scottsdale, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Scottsdale, United States
- **Region:** North America
- **Address:** 21090 North Pima Road, Scottsdale, AZ 85255, United States
- **Founded:** 1992
- **Assets under management:** 393 (Altss estimate)
- **Website:** silverhawkfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/silverhawk-financial

## Regulatory record

- **Reports private funds:** No

## About

Silverhawk Private Wealth Family Office was established in 1992 by Paul Mershon following three decades in financial planning. The firm serves multiple families with integrated services focused on wealth generated from privately held businesses. Silverhawk allocates across public equities, hedge funds, private equity and real assets. Confirmed holdings include positions in SPY, IVV, AAPL, MSFT and NVDA. It maintains exposure to life settlements through Silverhawk Life Settlement Fund and to industrial real estate via joint ventures. The firm also holds mineral rights and oil wells in the United States alongside a rare coin portfolio advised by Michael Contursi. The firm operates from its Scottsdale headquarters and maintains a California office in Newport Beach. It works with Carson Group as an investment advisor platform and maintains memberships in Entrepreneurs' Organization Arizona and the Financial Planning Association. A Mershon Family Foundation supports education and Christian ministries in Arizona. Silverhawk structures client portfolios through third-party brokerage and insurance products rather than originating direct deals, reflecting an advisory allocation model confirmed in its Form ADV.

## Sectors

- Private Equity
- Hedge Funds
- Fund of Funds
- Real Estate
- Life Settlements

## Offices

- Newport Beach, CA, United States

## People

- Paul Mershon — Founder
- Joe Laux — CEO and Managing Partner
- Scott Mershon — Partner and Wealth Advisor

## Questions

### Who runs investment decisions at Silverhawk Private Wealth Family Office?

Joe Laux serves as CEO and Managing Partner. Paul Mershon founded the firm and Scott Mershon acts as Partner and Wealth Advisor.

### Does Silverhawk participate in fund commitments or only direct deals?

The firm uses third-party brokerage and insurance products to construct portfolios. Its Form ADV confirms advice on alternative investments including private placements, hedge funds and private equity funds.

### What asset classes does Silverhawk allocate to?

Allocations include public equities such as SPY and AAPL, life settlements, industrial real estate, mineral rights and hedge funds.

### Where does Silverhawk maintain offices?

The firm is headquartered at 21090 North Pima Road in Scottsdale, Arizona and operates a regional office at 5140 Birch Street in Newport Beach, California.

### How is Silverhawk related to the Mershon Family Foundation?

The Mershon Family Foundation is a private family foundation established by the Mershon family that supports education initiatives and Christian ministries in Arizona.

### Which service providers does Silverhawk use?

Carson Group provides investment advisor support, Charles Schwab serves as custodian, Concorde Investment Services handles compliance and Orion Advisor Tech supplies portfolio accounting.

## Related profiles

- [Boman Group](https://altss.com/profile/boman-group)
- [Donald A. Pels Charitable Trust](https://altss.com/profile/donald-a-pels-charitable-trust)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/silverhawk-private-wealth-family-office

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology