Meristem News
Planning Considerations for Build Back Better Act Tax Proposals
On Sunday, the House Ways and Means Committee issued a draft proposing significant changes to tax law. The political path forward is subject to change; ...
Read More Meristem Family Wealth Welcomes Daniel Sertich and Chandler Peterson
Due to continued growth, Meristem Family Wealth is pleased to announce that Daniel Sertich has joined our team as a Senior Associate, Client Service and ...
Read More Meristem Family Wealth Welcomes Barb Quasius as Senior Lead Client Advisor
Meristem Family Wealth announced today that Barb Quasius has joined the firm as Senior Lead Client Advisor. Quasius will be located in Meristem’s Naples office ...
Read More Meristem Family Wealth Welcomes Lori Wallace to Investment Team
After an extensive year-long search process, Meristem Family Wealth announced today that Lori Wallace has recently joined the firm as Vice President of Investments. "Lori's ...
Read More Business as Unusual
Today is the slowest rate of change we will ever experience. From this provoking premise, global futurist Jack Uldrich joined Meristem in mid-December to share ...
Read More Celebrating an Exceptional Artist
Based in the Twin Cities, Kari Wagner provided artwork for Meristem's holiday greeting since 2012. Born with cerebral palsy, she was non-verbal and unable to ...
Read More Meristem Proudly Supports the Guthrie Theater 2020 Benefit
August 5, 2020 - Meristem Family Wealth is a proud supporter of the Guthrie Theater. This past Saturday, the theater held its annual fundraising event ...
Read More A Message from Charlie Maxwell, CEO of Meristem
As I write to you today, we are aware of the rapid daily destructive changes being brought upon the health of the world population and ...
Read More A Meristem Family Wealth Whitepaper – Estate Planning Playbook in a Volatile Time
A volatile market, undervalued assets and record low interest rates typically only increase investor stress, but these factors can create a particularly advantageous time for ...
Read More A Meristem Family Wealth Whitepaper – The SECURE Act
The SECURE Act: Setting Every Community Up for Retirement Enhancement bill passed in December and became law on January 1, 2020. This $1.4 trillion government ...
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