Wealth Managers - Minnesota
Band 1
What the Team is Known For
Meristem Cresset helps families to manage their finances and investments. It offers fiduciary services through its South Dakota-based trust company.
Strengths
The Meristem Cresset team are very holistic, can be very flexible on jurisdictional planning. If a client wants to make a trust in another state, they are good at that.
Meristem Cresset's team are very competent and good at working with clients; they have offices in Arizona too, which is good for snowbird clients. They're team players and collaborative.
