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.