Organized Around Our Purpose

Meristem is a fully independent, purpose-built organization – designed specifically to serve the needs of our client families. We don’t serve a larger institution, agenda or opaque compensation model. Our team is unconflicted and set up to advise, educate and serve families.

The professionals at Meristem regularly produce content and thought leadership perspectives.


Risk Management at Meristem, May 2021

Meristem Introduces the Newest Member of our Investment Team, April 2021

Liquidity's Got to Go Somewhere, March 2021

Meristem Insights

It's Not Over Yet, 7.30.2021

Big Cities, Little Return, 7.16.2021

Let's Make a Deal, 6.18.2021

The Biden Tax Proposal, 5.20.2021

Where are the Boomers, 4.2.2021

I Think we are Going to Need a Bigger Backhoe, 3.26.2021

Housing Surge Supporting Economic Re-Acceleration, 3.19.2021

Successful Families Share These 9 Traits, 8.28.2020

20 Questions that Lead to Family Resiliency, 10.8.2019

Thought Papers

The Biden Proposal - Proposed Tax Changes, May 2021

Estate Planning Considerations in an Election Year, October 2020

A Way Forward from Here, July 2021