Meristem Family Wealth

Highlights from Meristem’s Family Office Confrence

Since 2003, Meristem has held a Family Office Conference for clients and invited guests to learn from social and economic thought leaders and connect at the historic Minikahda Club in Minneapolis. This year’s conference featured presentations on travel and digital security from Red Five, a Washington DC-based private security firm, and an economic update from ITR Economics, a leading resource on the global economy. Highlights of the day can be found in the video below.


Red Five advises corporations and private families around the world on maintaining privacy and security. Presenters included Heather Nickerson, a former CIA  agent, and Jay Rooney, a former FBI agent, who shared insight on staying safe both digitally and abroad based upon their experience working in national security at the highest levels of government. Sharing this checklist, attendees learned the importance of planning and execution when it comes to staying safe digitally and while abroad.

Next, Brian Beaulieu, CEO of ITR Economics, joined attendees for a second appearance at a Meristem Family Office Conference. Brian’s knack for applying research regarding business-cycle trend analysis in a practical and engaging way kept guests entertained as they looked to fundamentals of the global economy and what may lie ahead.

A full version of Red Five’s and  ITR’s presentations can be found below.

Red Five – Security Online and Abroad

ITR Economics

Thanks to all who joined us at the Family Office Conference. We look forward to seeing you next year!