households, not a book of thousands.
Private office · Geneva / London
Meridian
Capital kept with the same care as a family name. We take a small number of households. We do not advertise performance.
The office
Fewer meetings. Clearer paper.
Meridian is a premium page for a private office: replace the copy, keep the paper, the numbers, and the mandate reel.
The year the first mandate was written by hand.
Partner per family. No rotating coverage teams.
Mandates
What the paper actually says.
Stewardship
Preserve the corpus. Spend from the yield. No language about beating an index.
Continuity
A letter for the next generation, written while the current one is still in the room.
Quiet work
Philanthropy, property, and operating companies without a press strategy.
Exit of last resort
If we cannot serve the next decade, we help you leave with the files intact.
Approach
Three conversations, then we decide.
01
The household
Who decides, who is informed, and what must never be sold.
02
The paper
A mandate short enough to read aloud. If it needs a binder, it is not ready.
03
The first year
Reporting in letters, not dashboards. A meeting when something actually changed.
Introduction
By referral, or a careful letter.
This demo form does not send mail until you connect it. We reply even when the answer is not now.