Built for Trust. Driven by Purpose. Designed for Impact.
Why we are different
A Family Office, Reimagined.
We take the best of a traditional family office—comprehensive care, multi-generational thinking, and ethical stewardship—and modernize it for your real-world needs. Whether you're managing a pension, running a business, or just tired of being under-advised, we meet you with strategy that fits your life.
Depth Where It Matters.
Our team brings decades of real-world experience across financial planning, investment management, legacy design, tax strategy, and behavioral finance. We don’t just build plans—we help you live them, adapt them, and understand them at every stage.
Selective By Design.
We don’t try to serve everyone. We focus on a small group of clients who value deep relationships, long-term partnership, and honest conversations. That lets us offer high-touch guidance and keep your goals front and center—always.
Forward Thinking. Legacy Minded.
Markets shift. Tax codes change. Life evolves. We stay ahead of it all so you don’t have to. We help you respond wisely to change, protect what matters, and make decisions that hold up decades from now.
Who We Serve
At Meranti, we specialize in helping three distinct types of clients:
Pre-Retiree Educators & Government Employees
Navigating pensions, rollovers, and legacy planning with confidence and clarityHigh-Earning Gen X Professionals (45–60)
Often under-advised, seeking purpose-driven strategy and long-term coachingBusiness Owners Over 40
Focused on tax strategy, exit planning, and aligning business wealth with personal legacy
If you’re values-driven, legacy-minded, and ready for a different kind of partnership—we’re probably the right fit.
Redefining Wealth Management for Real Lives
We believe wealth is about more than accumulation. It's about purpose, clarity, and being a good steward of what you’ve built. We combine timeless principles with modern tools to help you make wise decisions that stand the test of time.
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Embrace Confidence in Your Strategy
Craft a plan rooted in your values, not someone else's model.
Align Wealth with Beliefs
Design a strategy that supports your life, your loved ones, and your goals.
Protect What Matters Most
Let’s build a plan that holds up—not just today, but for generations.