Meridian Financial LLC

Meridian Financial LLC is a boutique multi-family office based in San Francisco, CA, offering personalized family office services to high net worth individuals. With a focus on increasing clients' time freedom, Meridian provides a comprehensive range of services tailored to individual preferences, including financial management, tax and estate structures, philanthropy, real estate, and special projects.

Driven by a client-first approach, Meridian emphasizes transparency, extreme personalization, and security, aiming to simplify and clarify clients' personal finances. The experienced team at Meridian, consisting of professionals with expertise in family office accounting, computer systems development, business and investing, project management, and economic analysis, works closely with clients to achieve their financial goals through long-term relationships and teamwork.

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