Meristem Family Wealth

Overview

Meristem is an independent wealth advisory firm founded in 2003. Its family office services include wealth management, risk management, asset protection, tax planning, estate planning, wealth transfer, charitable planning and administration, multigenerational planning, consolidated reporting and monitoring, family meetings, and personal services. Investment interests include long-term, tax-sensitive investing and wealth transfer among ultra-high-net-worth families.

Services

• Wealth management
• Risk management
• Asset protection
• Tax planning
• Estate planning
• Wealth transfer planning
• Charitable planning and administration
• Consolidated reporting and monitoring

Location

See more firms in Minnesota and Minnetonka.

Sources and last checked

• Family Office Club research database, 2026 edition

Last checked October 21, 2026.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.