Wealth Management
From $2.5M investable
1.00%–0.75% AUM (sample bands)
- Written investment policy
- Tax-aware rebalancing
- Annual plan review
- CPA coordination as needed
Private wealth · Winter Park
Meridian Wealth
A quieter kind of family office. Preservation, tax strategy, and multi-generational plans built for families who already have options.
Fiduciary
Fee-Only
Multi-Generational
Wealth Horizon
Sample preservation timeline. Toggle a milestone.
Policy locked
Lock a written investment policy and cash reserve map so market noise does not rewrite the plan.
- Fiduciary IPS on file
- Liquidity ladder for 24 months
- Beneficiary review complete
Asset planning preview
Choose the path that matches the decision in front of you
Toggle a focus. The roadmap updates with sample milestones for this style demo.
Business succession
Exit without improvising the tax bill
Structure the sale, gift, or internal transfer while the operating company still has room to plan. Sample roadmap for this demo.
- Ownership map and basis review
- Buy-sell funding stress test
- Pre-sale entity and trust choreography
- Post-liquidity investment policy
Family office process
Four stages. One continuous calendar.
Select a stage to see the deliverables your family keeps after each engagement.
01
Discovery audit
A full inventory of entities, trusts, policies, and cash flows. We leave you with a single map, not a stack of PDFs.
- Entity & trust inventory
- Cash-flow and liquidity map
- Risk and insurance gap memo
- Priority shortlist (max three)
Fee & tier transparency
Two clear engagements. No product shelf.
Asset minimums and inclusions in writing before the first planning meeting.
Most complete
Full Family Office
From $10M household
Flat retainer + AUM (scoped)
- Everything in Wealth Management
- Estate & trust choreography
- Business succession planning
- Quarterly family council prep
- Philanthropy & next-gen education
Private client notes
Anonymized outcomes, stated plainly
Illustrative figures for this style sample. Not audited claims.
$1.2M
Capital gains structure on a closely held sale
They sequenced the entity work before the LOI, not after. That alone changed the tax picture.
Client A · founder, industrial services
3 trusts
Aligned for a two-generation transfer without a fire drill
We stopped treating estate planning like a binder on a shelf. It became a calendar.
Client B · multi-property household
18 mo
Liquidity runway mapped before a partial exit
Cash needs were clear before the wire hit. That quieted every other decision.
Client C · professional practice owner
Private consult
Begin with a discreet conversation
Share asset range and planning goals. We reply with available times. Winter Park by appointment; remote when preferred.