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, Relational, 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 (10% had “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 & Learning Experiences
We’re on the same path with you, so we can help you understand the complex CHALLENGES and hidden OPPORTUNITIES to build your family’s enduring legacy.

redefining Wealth
DISCOVER Your Family’s
5 Capitals of WEALTH
Wealth transition begins with a new understanding of 5 Capitals of Wealth, in the spheres of the family & the enterprise.

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.
Imagine Your Family’s 100-Year Legacy
By taking the next step in building an enduring family legacy, we’ll show you how you’re laying the foundation for your family’s 100-Year Family legacy.
