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.
