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Caring for Aging Parents

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 […]

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Meristem Family Wealth News

David Legus Joins Meristem as Managing Director, Florida

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 […]

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Juvenile Diabetes

Special People Doing Special Things

‘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 […]

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CAPI Certification

John Quinlan Receives CAPI Designation

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 […]

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Meristem Family Wealth News

Meristem Capital Infusion Announcement

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 […]

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Hubert White

Congratulations to Hubert White!

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

Meristem Runners Compete in Twin Cities Marathon Events

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. […]

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Free Arts Awards

Free Arts Minnesota Advocates of the Year

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 […]

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South Dakota Legislation

South Dakota New Trust Legislation Passed

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. […]

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Tidying Up

Tidying Up

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 […]

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Prince Death

The Loss of a Talented Musician

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 […]

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Teaching Children

Easy Education and Connection

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 […]

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Family Wealth

Why I Joined Meristem

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 […]

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Meristem Family Wealth News

Meristem Looks Forward to Expansion and Growth

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 […]

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Aging Parents

The Aging Parent: Financial & Healthcare Decisions to Consider

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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Young Driver

Turning 16: New Drivers, New Responsibilities

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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