Meristem Family Wealth

Meristem Holds Another Successful Family Office Conference

Recently, Meristem hosted its annual Family Office Conference. Since 2003, Meristem has held the Family Office Conference for clients and guests to learn from social and economic thought leaders and to connect on the shores of Lake Bde Make Ska 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.

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 video of the day’s presentations can be found here:

Family Office Conference 2019

Thanks to all who joined us at the Family Office Conference.