Meristem Family Wealth



Caring for Aging Parents

January 27, 2017

A personal reflection by Charlie Maxwell. When I first heard the term “Sandwich Generation” I was not sure what it meant. I do now. It means, as Baby Boomers, we are faced with caring for our aging parents while still raising and supporting our own children. This is not a new concept, however, modern medicine […]

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David Legus Joins Meristem as Managing Director, Florida

January 10, 2017

Meristem is excited to share that David Legus has joined the firm as Managing Director of our Florida office. David will be responsible for extending the Meristem way of serving families to Southwest Florida. While David has lived in Naples for the past 3 years, he is a native of Edina, Minnesota. He received his […]

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Special People Doing Special Things

December 21, 2016

‘Tis the season of giving. And because of that, we wanted to share the below article that was written by Tim Murphy. Tim is a friend of Anne Novak, Client Advisor at Meristem. ******************************************* Special People, Doing Special Things by Tim Murphy This month’s “Story Of The Month” is: Anne Novak Every month I choose […]

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John Quinlan Receives CAPI Designation

December 2, 2016

Meristem Family Wealth Agent Among a Select Group To Be Named a Certified Advisor of Personal Insurance By Wharton and Chubb   MINNEAPOLIS – November 30, 2016 —John Quinlan of Meristem Family Wealth, LLC has been awarded a Certified Advisor of Personal Insurance (CAPI) designation from the Aresty Institute of Executive Education at the Wharton […]

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Meristem Capital Infusion Announcement

November 18, 2016

We are honored to announce a minority capital investment into the firm by a group led by Best Buy founder, Richard Schulze; Kevin Bergman, President and COO of the Schulze family office, Olympus Ventures; and Michael Benson, Chairman and Chief Executive Officer of Benson Blackburn, a wealth preservation consultancy. meristem-capital-infusion-announcement

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Congratulations to Hubert White!

October 25, 2016

Building a business that lasts for a century requires hard work and commitment. Congratulations to Hubert White on 100 years of incredible service and style! Hubert White 100 Years

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Meristem Runners Compete in Twin Cities Marathon Events

October 18, 2016

Congratulations to the Meristem runners who competed in Twin Cities Marathon Events the weekend of October 8-9, 2016.  #smallbutmighty #workhardplayhard JULIA WEBER, KELLI HENGEL, SHELBY FERSTL and LESLEY NEWHOUSE (along with her husband JEFF and son JACK) ran the TC5k. NANCY BERGSTROM, KATE SHOEMAKER and PHIL STROHM (along with his wife MAIKEN and son ELLIOT, […]

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Free Arts Minnesota Advocates of the Year

September 21, 2016

Congratulations to Jacie and Brian Fogelberg for being named Free Arts of Minnesota Advocates of the Year!   Free Arts Minnesota is an organization that works with youth in challenging circumstances to support artistic and personal development through a unique combination of mentorship and arts learning.  Jacie and Brian have been involved with Free Arts from […]

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South Dakota New Trust Legislation Passed

August 9, 2016

Personal Reflection by: Jon Crow, Meristem Partner and Senior Client Advisor. Effective July 1, 2016, the South Dakota Legislature passed a new law which continues to keep South Dakota on the fore front of preferred trust jurisdictions in the country. The law allows for the creation of a new type of trust called a “Community […]

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Tidying Up

May 4, 2016

Tidying Up by: Nancy Bergstrom, Client Advisor I recently read The Life Changing Magic of Tidying Up by Marie Kondo. Kondo’s book refers to the KonMari Method – the Japanese art of decluttering and organizing. Kondo begins the introduction with this advice from the KonMari Method, “Start by discarding. Then organize your space.” I was […]

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The Loss of a Talented Musician

April 28, 2016

The Loss of a Talented Musician by: Jon Crow, Meristem Partner and Senior Client Advisor. We lost a talented, native son of Minnesota this past week in Prince.  With his meticulous attention to detail in both his music and his business interactions, it is interesting that this he doesn’t seem to have a will, based […]

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Easy Education and Connection

April 26, 2016

Easy Education and Connection by: Jacie Fogelberg, Meristem Client Advisor. Are you a parent, grandparent, aunt, uncle, friend or mentor to a young person? Have you ever wished for a clever way to talk with the young people in your life about business? Maybe you’ve talked about debits and credits or debt and equity … […]

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Why I Joined Meristem

April 13, 2016

Why I Joined Meristem by: Scott Lavinia, Meristem Managing Director, Arizona. Throughout my career, I have been a hedge fund trader, a consultant and a principal investor in Private Equity. I have lived all over the country and been privileged to meet and befriend wonderful people along the way. Each individual has a unique story […]

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Meristem Looks Forward to Expansion and Growth

January 18, 2016

As an independently owned organization, growth continues to be vital to Meristem’s long term success.  Our advisers and support teams develop lasting relationships with our client families, including next generations. With a strong culture of teamwork, humility and a focus on our clients, we seek to create a sustainable firm that allows tremendous opportunities for […]

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The Aging Parent: Financial & Healthcare Decisions to Consider

November 1, 2015

Personal Reflection by: Jon Crow, Meristem Partner and Senior Client Advisor.

Recently, my 92 year old father-in-law fell and broke a couple of ribs and his wrist. He had lived very independently up until the time of his accident. My wife is an…

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Turning 16: New Drivers, New Responsibilities

October 20, 2015

Personal Reflection by: Charlie Maxwell, Meristem Partner and Senior Client Advisor.

On October 14, 2015 our triplets, Cole, Bennett and Grace, turned 16 and together headed off to take their driver’s exams. To our great relief, they ALL passed! The preparation for their driver’s test…

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