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.


Meristem Introduces the Newest Member of our Investment Team

Liquidity's Got to Go Somewhere

Searching for Yield in a Minefield

A Way Forward from Here

Leveraging Big Data for Real-Time

What do History & Cycles Tell us About Big Tech Today?

Good News or Bad News First?

Crisis Management: Navigating the Economic Triple Threat

Firm Update

Around the World in 90 Days

Meristem Insights

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

Oil Prices on the Move, 3.12.2021

Running Low on Chips, 2.26.201

Politics as Unusual, 1.8.2021

Just Getting Started, 12.18.2020

Return of the Hoarders, 11.20.2020

Long After the End, 10.9.2020

Feeling the Flow, 10.2.2020

The Real Deal, 9.18.2020

Successful Families Share These 9 Traits, 8.28.2020

A Way Forward from Here, 7.17.2020

The USS Federal Reserve, 7.2.220

Into the Out, 6.26.2020

Risks of the Rally, 6.19.2020

Phoenix Needed, 5.29.2020

The Clock is Ticking, 5.8.2020

20 Questions that Lead to Family Resiliency, 10.8.2019

Thought Papers

Estate Planning Considerations in an Election Year

A Way Forward from Here

Estate Planning Playbook in a Volatile Time

Secure Act