Sophisticated Estate Planning for Complex Wealth
Comprehensive wealth transfer and estate preservation strategies for families and business owners who have built significant wealth—and want to ensure it endures for generations.
Request a Private Consultation15+
Years of Practice
Complex
Estates Served
Business
Succession Planning
Fiduciary
Standard of Care
Our Practice Areas
Integrated Strategies for
Multi-Generational Wealth
Trust & Estate Planning
Comprehensive trust structures including revocable living trusts, dynasty trusts, generation-skipping trusts, and charitable planning vehicles. We architect multi-layered strategies designed to minimize estate tax exposure while maintaining maximum flexibility for your family.
Asset Protection
Domestic and offshore asset protection strategies, LLC structuring, family limited partnerships, and creditor protection planning. We help business owners and high net worth individuals shield accumulated wealth from potential claims and liabilities.
Business Succession
Buy-sell agreements, ESOP planning, management buyouts, and family business transition strategies. We ensure your enterprise value is preserved and transferred efficiently, whether to family members, key employees, or outside buyers.
Insurance-Based Strategies
Irrevocable Life Insurance Trusts (ILITs), private placement life insurance, premium financing, and annuity structures designed to create tax-efficient wealth transfer vehicles that complement your broader estate plan.
Clients We Serve
Business Owners
- Complex business assets requiring valuation and transition planning
- Succession needs spanning family members and key employees
- Key person dependencies that create enterprise risk
- Buy-sell agreement funding and cross-purchase arrangements
High Net Worth Families
- Multi-generational wealth requiring dynasty trust structures
- Estate tax exposure exceeding lifetime exemption amounts
- Complex trust structures needing ongoing administration
- Philanthropic goals integrated with tax-efficient giving
Executives & Professionals
- Equity compensation requiring careful exercise strategies
- Deferred compensation plans with complex distribution rules
- Concentrated stock positions needing diversification planning
- Retirement income optimization across multiple accounts
If your estate exceeds $1 million or your business is your primary asset, you need a comprehensive plan.
Principal
Christopher Brown
For more than fifteen years, Christopher Brown has guided high net worth families and business owners through the complexities of estate planning, wealth transfer, and business succession. His practice emphasizes institutional-caliber strategies delivered with the personal attention that only a boutique firm can provide.
Christopher holds advanced certifications in estate planning and insurance-based wealth transfer. He works closely with clients' existing attorneys, CPAs, and financial advisors to ensure every strategy is fully integrated and optimally structured.
Client Reflections
What Our Clients Say
“Meridian’s team identified strategies that will preserve over $400,000 for our heirs. Their expertise is extraordinary.”
William H.
Business Owner
“After 30 years building our company, we needed a succession plan that protected everyone. Christopher delivered exactly that.”
Robert and Anne K.
“The sophistication of their planning goes far beyond what I found elsewhere. This is institutional-quality advice for individual clients.”
Thomas B.
Executive
Complex Wealth Requires
Sophisticated Planning
Schedule a confidential consultation with Christopher Brown to discuss your estate planning objectives. Every engagement begins with a comprehensive review of your current situation and goals.
Request Private Consultation