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.

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.

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.

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.

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.