OUR SERVICES

We offer bespoke wealth and asset management services to meet your growth needs.

Asset Tracking & Consolidation

As an affluent individual, active management of your wealth may not be potentially maximized. Your many assets may need to be better coordinated and managed for improved returns. This may be as a result of time (or the lack of it), your preoccupation with other competitive engagements or lack of awareness of competitive returns on your assets. Ours role is to add value by ensuring proper tracking and consolidation of your assets to ensure preservation of your wealth and increasing return on your investment.

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Goal-Based Investment Management

This involves investment of the clients’ resources in different asset classes such as capital and money market instruments, real estate and other investment instruments for the purpose of achieving their investment goals. Decision making on asset allocation of the client’s resources could be made jointly with the client or at our sole discretion, if so authorized by client.

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Wealth Preservation

Wealth preservation is a very key concept to High Net-worth Individuals. This is the concept of protecting and preserving your asset from frivolous, illogical, ill-motivated, more often than not, devastating catastrophic claims on your wealth in a way that will affect your current and future lifestyle.

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Donor Advised Portfolio

As an individual or as a family, you may be inclined toward Philanthropy. One of the easiest ways to provide for loved ones is by making annual gifts presentation. Gifting today not only reduces your estate tax liability, but also allows you to share in the joy a gift can bring.

We will work with you to design and execute a very rewarding charitable gifting structure. Our responsibility is to reduce your administrative burdens and free you to focus on your most important duties. In all, we can help you achieve your Philanthropic goals through assistance at every stage of the process, from the strategic to the operational.

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Estate Planning

Our responsibility is to handle this wealth transfer process on your behalf, relieving you of the burden and stress associated with it especially through a Trust Structure and other suitable vehicles.

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Retirement Planning

At Meristem Wealth, we understand that retirement planning is not just about having savings in the bank or investments in shares, real estate and other assets; it is about making the right choices that ensure we have enough money to fund  our desired  lifestyle. Our role is to help our clients’ develop and implement detailed financial plans that ensure they can maintain their pre-retirement standard of living.

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Succession Planning

At Meristem, we analyze and provide alternatives and strategies addressing the continuity or disposition of your business upon your retirement, death, disability or decision to sell. We also identify and evaluate tax consequences and their implications.

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Tax Planning

At Meristem Wealth, we are cognizant of the fact that tax-related issues can weigh down heavily on a client’s investment portfolio; and if not properly administered can result in undue and excessive tax liabilities.

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