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Planning Considerations for Build Back Better Act Tax Proposals

On Sunday, the House Ways and Means Committee issued a draft proposing significant changes to tax law. The political path forward is subject to change; ...
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Meristem Family Wealth Welcomes Daniel Sertich and Chandler Peterson

Due to continued growth, Meristem Family Wealth is pleased to announce that Daniel Sertich has joined our team as a Senior Associate, Client Service and ...
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Meristem Family Wealth Welcomes Barb Quasius as Senior Lead Client Advisor

Meristem Family Wealth announced today that Barb Quasius has joined the firm as Senior Lead Client Advisor. Quasius will be located in Meristem’s Naples office ...
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Meristem Family Wealth Welcomes Lori Wallace to Investment Team

After an extensive year-long search process, Meristem Family Wealth announced today that Lori Wallace has recently joined the firm as Vice President of Investments. "Lori's ...
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Business as Unusual

Today is the slowest rate of change we will ever experience. From this provoking premise, global futurist Jack Uldrich joined Meristem in mid-December to share ...
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Celebrating an Exceptional Artist

Based in the Twin Cities, Kari Wagner provided artwork for Meristem's holiday greeting since 2012. Born with cerebral palsy, she was non-verbal and unable to ...
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Meristem Proudly Supports the Guthrie Theater 2020 Benefit

August 5, 2020 - Meristem Family Wealth is a proud supporter of the Guthrie Theater. This past Saturday, the theater held its annual fundraising event ...
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A Message from Charlie Maxwell, CEO of Meristem

As I write to you today, we are aware of the rapid daily destructive changes being brought upon the health of the world population and ...
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A Meristem Family Wealth Whitepaper – Estate Planning Playbook in a Volatile Time

A volatile market, undervalued assets and record low interest rates typically only increase investor stress, but these factors can create a particularly advantageous time for ...
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A Meristem Family Wealth Whitepaper – The SECURE Act

The SECURE Act: Setting Every Community Up for Retirement Enhancement bill passed in December and became law on January 1, 2020. This $1.4 trillion government ...
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