Meristem, LLP

A PLAN FOR THEM. A LEGACY FOR YOU.

Providing financial advisory services, namely, investment consultation, strategic asset allocation, financial manager selection and review, consolidated financial reporting and monitoring, cashflow planning, financial planning, retirement financial planning, liquidity planning, risk management and asset protection, wealth transfer services, financial planning services in the nature of developing and managing charitable giving programs on behalf of wealthy individuals or families, multigenerational financial planning, coordination of financial advisors, private financial planning services, trust services, namely, investment and trust company services; and estate planning services;

BUILD. ENJOY. LEAVE A LEGACY.

Providing financial advisory services, namely, investment consultation, strategic asset allocation, financial manager selection and review, consolidated financial reporting and monitoring, cashflow planning, financial planning, retirement planning, liquidity and tax planning, risk management and asset protection, wealth transfer services, charitable planning and administration, multigenerational financial planning, coordination of financial advisors, private financial services, trust services and estate planning services;

MERISTEM FAMILY WEALTH

The mark consists of the stylized word MERISTEM above the stylized words FAMILY WEALTH. Above is a single line circle containing vertically oriented and shaded rectangles, two shaded triangles and a shaded square appears in the middle of the circle. The geometric shapes that approach the circle have a rounded side.;Providing financial advisory services, namely, investment consultation, strategic asset allocation, financial manager selection and review, consolidated financial reporting and monitoring, cash flow planning, financial planning, retirement planning, liquidity and tax planning, risk management and asset protection, wealth transfer services, financial planning services in the nature of developing and managing charitable giving programs on behalf of wealthy individuals or families, financial services in the nature of coordination of investment portfolio maintenance, trading, rebalancing, and tax management for portfolios managed by multiple financial advisors, private financial advisory services, and trust coordination services in the nature of financial trust operations, administration and management;Color is not claimed as a feature of the mark.;FAMILY WEALTH;