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 (the last 10%, “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 

Because we’re on the same path, we’ll help you understand the complex  CHALLENGES and take advantage of the hidden OPPORTUNITIES  to build your family’s legacy.

redefining Wealth

DISCOVER Your Family’s 5 Capitals of WEALTH

Wealth transition begins with a new understanding of wealth, including the 5 Capitals of Wealth: Human, Social, Intellectual, Spiritual & Financial.

100-Year Family Legacy

Start building a strong & enduring foundation for your family’s legacy. Let’s do this together. 

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.

Good Words, Client 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