Meristem

Single Family Office Investment Firm

With long-term invstment horizons this family office is very tax sensitive and helps with multi-generational planning and wealth transfer amoung ultra high net worth families.20031650Website Quote: Meristem’s family office services include wealth management, risk management and asset protection, tax planning, estate planning and wealth transfer, charitable planning and administration, multi-generational planning, consolidated reporting and monitoring, family meetings, and personal services. MF

Firm Investment Focus

Investment Stages

Focus Areas

Financial Services
Business Services
Recent Activity

Deal activity and portfolio updates would appear here

Connect your data source to see recent transactions