Maredin provides bespoke financial services tailored to high-net-worth individuals, families, and entrepreneurs - particularly of small and medium-sized businesses.  We offer a concierge-level commitment to personal attention and strategic expertise across every phase of the wealth lifecycle. Our mission is to ensure you feel confident in your financial direction, supported by a partnership built on trust, care, and unwavering dedication.

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Operating as both a multi-family office and a strategic wealth management firm, we meet clients exactly where they are, whether you're refining your current wealth strategy, planning for a major liquidity event, or transitioning into a more comprehensive family office structure. We specialize in helping business owners prepare for and execute successful exits, while optimizing the financial vehicles available to them both before and after a sale.

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From exit strategy planning and tax-efficient deal structuring, to post-exit investment management, estate planning, insurance, and philanthropic advisory, we help you navigate complexity with clarity. Our integrated approach includes private banking coordination, succession planning, retirement structure optimization (including 401(k)s and cash balance plans), and access to exclusive investment opportunities, ensuring your wealth is protected, optimized, and aligned with your long-term vision.

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​​​​​Our Services
 

1. Wealth Management - Our advisory solutions are precision-engineered to address the financial ambitions of individuals and families:
 

• Custom Financial Roadmaps: Strategic financial plans tailored to your business and personal objectives.

• Investment Management: Sophisticated strategies to grow and protect wealth across market cycles.

• Tax Optimization: Structuring strategies to reduce tax liability, including entity planning, trust vehicles, and pre-sale positioning.

• Retirement Structure Design: Optimizing qualified plans like 401(k)s, profit-sharing, and cash balance plans for business owners and their teams.

• Exit Strategy & Liquidity Planning: Guidance through business exits, liquidity events, and wealth realization—structured for tax efficiency and long-term growth.
   

2. Multi-Family Office - For families requiring fully integrated wealth advisory, Maredin offers a suite of services designed for intergenerational success:
 

• Centralized Financial Oversight: Comprehensive reporting for investments, real estate, and other assets.

• Estate and Legacy Planning: Safeguarding family wealth and values across generations; succession planning.

• Private Client Services: High-touch, concierge-level assistance for financial and lifestyle needs.

• Post-Exit Structuring & Governance: Support with reinvestment strategies, family governance, and legacy alignment following a significant liquidity event.