Private Client Services

Give your legacy a leg up.

Our Private Client Services team is designed for high net worth families, who have a variety of investment and business needs. Our approach is customized to the specific family situation putting together the right people with the expertise needed to manage your affairs.

We partner with MCM CPAs & Advisors to combine the investment and financial planning expertise of Meritrust with the tax and accounting expertise of MCM. We build wealth management plans with long-term solutions and your family values at the forefront, allowing your wealth to span generations. We take a hands-on approach to plan for your family’s legacy, ensuring clear communication and education for family members using a “best practices” approach to strengthen the legacy and family cohesion.

What to expect from us:

  • Team includes at least two senior advisors with complementary expertise and a dedicated family coordinator
  • Added expertise in family dynamics and family meeting structure
  • Added expertise in tax planning – income and estate/fiduciary planning
  • Suite of ala carte or bundled services – you choose
  • Regular financial reporting – just what you would expect from running your own business

Our Services

Integrated Cash Flow Management & Record Keeping

Meritrust’s Family Business Office Solutions Team focuses on strong organization of your records, for easy access to investing, financing, and operations documentation. Our services allow you to have a clear picture of your family’s financial health, identifying opportunities to modify your budget and highlight blind spots.

Asset Management

Our financial advisors are experts in the development and management of investment portfolios. We also partner with other investment groups that are in existence or that we choose as part of our process. We take the time to learn about your family culture and goals, determining an investment strategy that will work for your family from our broad range of investment philosophies.

Estate Tax & Financial Planning

Meritrust’s partnership with MCM CPAs & Advisors provides access to tax experts to ensure your estate and financial plans are tax-efficient and prepared for changing laws. We are committed to continuous monitoring of estate and financial plans so your family can navigate the tax landscape smoothly.

Client Education & Family Meetings

Our Private Client Services team partners with key family business advisors to educate family members who are younger or have less experience investing on best practices for family wealth management. We’ll explore investment challenges and reinforce the importance of structure, governance, and organization, allowing your family to make savvy decisions.


Our Meritrust team offers first-hand advice for families interested in integrating philanthropic or charitable giving objectives into their wealth management planning.

Concierge Services

With our Concierge Service, Meritrust team members assist with a variety of adjunct services related to the operation and administration of your family finances. These concierge services allow you to call with any needs related to your financial affairs and we will either provide solutions or coordinate a third-party, allowing cost-effective, convenient, and time efficient arrangements.

Contact Us

Let Us Help You Grow!


Securities offered through Kestra Investment Services, LLC, (Kestra IS) member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (KestraAS). Kestra IS and Kestra AS are affiliated entities. Kestra IS and Kestra AS are not affiliated with Meritrust Wealth Management. Investor Disclosures