Library
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.
Videos
Where are all the Workers?, November 2021
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
Seasonal Effects on the Cosumer, 10.1.221
Big Cities, Little Return, 7.16.2021
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
Build Back Better Act Update, What's in - What's Out, November 2021
Planning Considerations for Build Back Better Proposal, September 2021
The Biden Proposal - Proposed Tax Changes, May 2021
Estate Planning Considerations in an Election Year, October 2020