Meristem Family Wealth

美国 · 金融服务业

Meristem l Cresset is an independent wealth management and financial services firm based in Minnetonka, Minnesota. Founded in 1999, the company specializes in serving enterprising families, high-net-worth individuals, and multi-generational clients. Acting as a Family Financial Officer, Meristem l Cresset simplifies wealth management by coordinating all financial aspects for client families across generations. The firm offers a wide range of services, including wealth advisory, trust services through its subsidiary Meristem Trust Company, risk management programs, and family office services. These services focus on investment management, estate planning, and philanthropy, all tailored to meet the unique needs of clients. Following its merger with Cresset Asset Management in May 2022, the firm now manages over $27 billion in assets, enhancing its capabilities and reach across 15 markets in the United States. Meristem l Cresset is dedicated to long-term wealth preservation and growth, providing personalized financial planning and investment strategies.