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With us, you deal with people. Not
with institutions.
With us, you deal with people. Not
with institutions.
Meredith Portfolio Management Inc. offers family office
services (“MPM”).
MPM exists to serve the individual and specific financial and
lifestyle needs of a family and its future generations. MPM
offers the management of wealth and family affairs to maximize
efficiency and control, by minimizing cost through the use of
a traditional European style with an American twist.
We welcome each client individually, assess his needs, and
develop a tailor-made package of personalized services to
optimize the management and control of his or her affairs.
MPM does provide traditional family office services. But this
is not our approach: You don’t deal with institutions - you
deal with people.
We look at things from your point of view.
We understand that your first requirement for managing your
wealth is to have an independent and objective partner, one
who understands your goals and who is committed to acting in
your family's best interests. MPM acts as such a partner. We
are committed to searching out the most appropriate advisors
for you and avoiding a conflict of interest. MPM does not sell
financial products of any kind; therefore, MPM can make
recommendations without bias toward any particular investment
vehicle.
MPM will help you choose the best advisors. We identify,
co-ordinate, and monitor the range of services that make
up an integrated wealth management program for your family. We
will handle the specialists for you. You talk to us – we
collect the knowledge to realize your wishes and reach your goals.
MPM is your “one-stop-advisory-and-service-support.” |
