Meriwether Family Office, LLC

Meriwether Family Office provides advisory services to individuals, trusts, pension plan accounts, and retirement plan trustees by identifying and recommending third‑party investment advisers rather than directly managing client portfolios. Clients enter into agreements with the recommended managers, and the firm’s role is focused on matching clients to those managers and overseeing the relationships.

Rather than charging a traditional percentage‑of‑assets‑under‑management fee, the firm is compensated by receiving a portion of the fees paid to the third‑party advisers it recommends, and it does not compute, deduct, or custody client advisory fees. Meriwether Family Office does not recommend specific investments, does not provide day‑to‑day portfolio management, and relies on the third‑party advisers for ongoing investment selection and reporting.

Notable distinctions include a small, focused practice that conducts quarterly reviews of the reports produced by recommended managers and relies primarily on public information and interviews when evaluating managers rather than extensive in‑house due diligence. The firm is affiliated with two consulting entities that refer clients, and it discloses the referral compensation arrangements and related conflicts of interest that arise from its referral model.