News

Naples Market Brings Back Spring Speaker Series in a New Home

The Naples office of Meristem welcomed back its Spring Speaker series in March and April after a 2-year hiatus due to the covid pandemic. The ...
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Protected: Exit Planning for Business Owners: 3 Steps to Achieve the Legacy you Desire

By Barb Quasius, CPA, MBA Business owners and entrepreneurs are often so “heads down” running their businesses that they don’t take time to think about ...
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Meristem Announces the Retirement of Karol Carlsrud

In January, Meristem celebrated the official retirement of one of our founding employees, Karol Carlsrud. Since 1999, Karol served as Executive Assistant to Charles Maxwell. We ...
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Meristem Family Wealth Names New Shareholders

Meristem Family Wealth recently named Greg Laughlin, David Legus, Anne Paape, and Patrick Siering as Shareholders effective January 1, 2022. Laughlin, MBA, Client Advisor joined ...
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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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