MERISTEM FAMILY WEALTH

Providing financial advisory services, namely, investment consultation, strategic asset allocation, financial manager selection and review, consolidated financial reporting and monitoring, cash flow planning, financial planning, retirement planning, liquidity and tax planning, risk management and asset protection, wealth transfer services, financial planning services in the nature of developing and managing charitable giving programs on behalf of wealthy individuals or families, financial services in the nature of coordination of investment portfolio maintenance, trading, rebalancing, and tax management for portfolios managed by multiple financial advisors, private financial advisory services, and trust coordination services in the nature of financial trust operations, administration and management