Meredith & Associates Family Office Services are tailored to meet the unique needs of a high wealth family. Our services can be bundled or purchased separately.

Wealth and Tax Planning

Services include asset allocation analysis, investment management, cash flow and financial management, estate planning, trust administration, insurance placement and management, business management, succession planning, family meeting organization and facilitation, and foundation and charitable giving management.

Personal Accounting Services

Services include bill paying, accounting, domestic employee payroll management, medical insurance administration and other similar personal accounting services. These services are intended to represent an efficient, cost-effective alternative to the employment of personal secretaries or bookkeepers. Clients benefit from a highly personalized approach that reduces the administrative burdens of their lives.

Family Privacy Services

Services Detail.pdf