“In order to be irreplaceable, one must always be different.”
– Coco Chanel
Why we are different
We are a family office.
A family office is a type of private wealth architecture & advisory firm.
Family offices are different from traditional wealth management firms in that we offer a total solution to managing the financial and investment needs of our clients.
For example, in addition to creating financial blueprints and investment management, family offices offer education, budgeting, insurance, charitable giving, wealth transfer planning, tax services, and more.
Another important responsibility a family office has is to support & educate next generations in the handling and management of their wealth.
We are comfortable with complexity.
We understand the needs of successful professionals, business owners, families and how to build tailor-made solutions that meet those needs.
We combine our extensive knowledge and understanding of technical issues with a wider appreciation of the global political and economic landscape, tempered with practical experience.
We often create and administer structures that hold all of a client’s assets across multiple asset classes.
We invest in long term relationships.
We’re truly independent, which means we can always invest for the long term and put the interests of our clients first.
We deliberately limit the number of clients we work with, so that our client service team builds strong, personal relationships.
We work closely with our clients’ legal counsel, accountants and other professionals. We respect the value they bring to the relationship.
We help our clients keep ahead of change.
We try to anticipate changes in politics, economics, or regulations that may impact our clients’ affairs.
We are also sensitive to changes in our clients’ circumstances that may affect their arrangements.
We pride ourselves on thinking ahead, for the protection of our clients.
Our clients
Our clients need peace of mind and security in executing a personalized financial blueprint that brings their value-driven goals to life.
Clients range from life partners who have worked hard to accumulate assets but are unsure of how to invest eco-consciously, to a professional who wants to ensure the education of nieces and nephews, to families who want to plan for the involvement of future generations in the management and ownership of the family’s wealth. Our solutions help them achieve their objectives now and into the future.
The nature of our work requires us to build very close relationships with our clients. This puts a natural limit on the size of our business. It means we will always remain a business of human scale.
Redefining capitalist enterprise
Meranti is a privately owned, independent, registered family office and wealth architecture firm. We are sharing our experiences, our competence network and our unique and custom solutions with like-minded families, businesses, and qualified individuals.
We pride ourselves on our client focus and the strong relationships we develop with individuals, families and institutions. We assure that client interest and transparency are always placed first.
Supporting individuals, families and organizations to protect, grow and control their wealth for future generations.
As Featured In:
Qualify to work with us.
Feel confident in your financial strategy
Stop second-guessing your investment strategy or worrying that you are paying more taxes than you should be.
Make investments aligned with your values
Know your money is being invested in vehicles aligned with your beliefs and values.
Have a greater impact
Make a difference for your family, your community or a cause that’s important to you.
Secure your legacy
Protect your family from the adverse impact of wealth.