Meridian consolidates property, portfolios, private funds, operating businesses and collectibles across every trust, holding company and beneficiary — then lets your advisors work beside you in the same system.
Every holding with valuations, cost basis, allocation and performance — across all entities, in your reporting currency.
TWR and IRR, tax lots, DPI and TVPI for private commitments, with capital-call forecasting.
Trusts, LLCs, holding companies and beneficiaries modelled as an ownership graph that rolls up to net worth per entity.
A 24-month cash projection against committed calls, tax dates and lifestyle draw, so nothing gets sold in a hurry.
Concentration, sector and currency exposure, plus a loss-harvesting plan with lot-level recommendations.
Invite your CPA, lawyer or manager with role-based access. Every read and write lands in the audit log.
Ask about exposure, liquidity or scenarios and get answers from your real positions — plus drafted quarterly reviews.
Statements, deeds, trust instruments and K-1s — encrypted, organised and searchable.
Run several family groups side by side with separate books and a consolidated roll-up.
A first portfolio, an investment property, perhaps a small business. You want the whole picture before it gets complicated.
Trusts and LLCs in play, private funds, tax lots that matter. Your CPA and adviser work inside the same system.
Multigenerational. Entity hierarchy, approval workflow, estate narrative, multi-family consolidation.
14-day trial on every tier, no card required. AI and document processing are capped during the trial.
For complex balance sheets — multiple properties, portfolios, private funds, entities.