Family office
Capital designed to outlast its first generation.
Meridian serves a small number of families with integrated investment oversight, estate architecture, tax coordination, and philanthropic governance.
$0B+
AUM
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Families Served
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Years of Excellence
Meridian model
One family lead, one investment lead, one estate leadOur Philosophy
Wealth is not merely accumulated. It is stewarded, protected, and passed forward with intention.
For over two decades, Meridian Capital has served as a trusted fiduciary to some of the world's most prominent families. Our approach is grounded in long-term thinking, absolute discretion, and an unwavering commitment to preserving what matters most.
We believe that generational wealth demands more than investment returns. It requires a comprehensive strategy that integrates tax optimization, estate architecture, philanthropic vision, and family governance into a single cohesive framework.
Every relationship begins with listening. Understanding the unique values, aspirations, and complexities of each family is the foundation upon which all enduring strategies are built.
What We Do
Comprehensive Wealth Solutions
Wealth Planning
Bespoke financial strategies designed around your family's unique goals, time horizons, and legacy objectives.
Tax Strategy
Proactive tax optimization across jurisdictions, minimizing exposure while ensuring full regulatory compliance.
Estate Planning
Structured succession frameworks ensuring seamless transfer of assets across generations with precision.
Philanthropy Advisory
Strategic charitable giving guidance, from foundation setup to impact measurement and legacy alignment.
Our Team
Leadership
Our senior team brings decades of combined experience in wealth management, tax law, and family governance.
Victoria Ashworth
Managing Partner
Former senior advisor at Goldman Sachs Private Wealth. 25 years guiding UHNW families through complex multi-generational transitions.
James Harrington
Chief Investment Officer
Previously led alternative investments at Morgan Stanley. Specializes in cross-border asset allocation and risk management for family offices.
Catherine Liu
Head of Estate Planning
Former estate attorney at White & Case. Deep expertise in trust structures, cross-jurisdictional planning, and philanthropic vehicles.
Get In Touch
Begin Your Legacy
Schedule a confidential conversation with our team to explore how Meridian Capital can serve your family's vision.