General Info

Located in Minnetonka, Minn., Meristem specializes in complete management of office and family financial issues. It specializes in long-term monetary planning and short-term daily financial task execution. The firm offers a wide range of services, such as wealth management, risk management, asset protection, tax planning, estate planning, wealth transfer, charitable planning and administration, multi-generational planning, consolidated reporting and monitoring. Meristem collaborates with all the professional partnerships required to meet its client s needs.