Family

Gain clarity and grow your family’s communication and closeness as you build an enduring legacy.

Enterprise

Understand how the enterprise and other business dynamics impact family & legacy.

Legacy

Define your family’s 5 Capitals of Legacy: Human, Social, Intellectual, Spiritual & Financial.

90% of high net worth families’ WEALTH  is lost by the third GENERATION

But not why you think.

Financial & legal complexity accounts for only 5% of the loss (though 95% of resources go to this).

Lack of preparation of heirs accounts for 25% and an overwhelming 60% to a lack of family trust & communication (10% had “no clear family mission”).

Good news—your family can walk a different path.

What you can expect from Family Meridian:

As a high net worth family, you’ll connect with peers traveling a similar path to wealth transition, then develop the vision & skills your family needs to build an enduring family legacy.

FIND Meaningful Peer-to-Peer Relationships & Learning Experiences 

We’re on the same path with you, so we can help you understand the complex  CHALLENGES and hidden  OPPORTUNITIES to build your family’s enduring legacy.

redefining Wealth

DISCOVER Your Family’s
5 Capitals of WEALTH

Wealth transition begins with a new understanding of 5 Capitals of Wealth, in the spheres of the family & the enterprise.

Easy to Get Started

Explore & Learn

Identify challenges and opportunities to build your family’s legacy. Uncover your family’s 5 capital resources of wealth.

Connect & Grow

Connect with peers through online and live events, and grow through insightful resources and experiences.

Transform 

Start taking meaningful action on your family’s 100-year Family Legacy Plan.

Imagine Your Family’s 100-Year Legacy

By taking the next step in building an enduring family legacy, we’ll show you how you’re laying the foundation for your family’s 100-Year Family legacy.

Family & Advocate
Testimonials

What good is it to inherit a pile of money if the family falls apart in the process? It’s about time we stopped the tail from wagging the dog. Family Meridian is an eye-opener.

Ron Blue, Author & Speaker, Founder of the Ron Blue Trust

We have attended two Family Institutes and the testimonials from the families themselves was what made it the most impactful. Hearing that we were not the only ones with struggles was refreshing and it was great to hear that the process doesn’t have to look the same for everybody. The speakers made it educational no matter what age or stage of life you are in. We made the decision to bring in a family coach that has really helped shape our thinking for our family’s future.

Craig and Kristin Snyder

We got to listen to Phil speak of his remarkable experience of helping to carry on a multi-generational business last fall at the Family Meridian conference. We could not have been more inspired by how he blended family and non-family employees into his very successful companies.

Alex and meghan melvin