Meristem Family Wealth

Our Professional Partners

OUR PROFESSIONAL PARTNERS

Common Goals - Common Partners.

Many of our clients join Meristem with valued advisory partners such as attorneys, accountants, trustees, bankers, insurance agents and others. We often find opportunities to enhance the expertise and services of these professionals by assisting in the integration of their work on behalf of the family. We strive to form relationships with other advisors and welcome your inquiry if you are reviewing Meristem on behalf of a prospective family.

A Focused Network

Working with Meristem allows you to maintain the best of your current professional network and, as needed, plug into ours. We have spent years in practice developing a broad circle and network of other advisors and service providers for families. We take pride in these relationships and in our ability to help families source the appropriate solutions. As your Family Financial Officer (FFO) we assist in coordinating these resources.