Hale & Meridian Private Wealth Counsel Request a conversation

Est. MMVIIBy introduction

Wealth is loud. Advice should not be.

Counsel to a small number of families and principals,
on capital, structure, and what outlasts both.

01The position

We are retained to think in decades, not quarters. Discretion here is not a policy. It is the practice.

02The practice

Family

Governance, the education of the next generation, and the quiet mechanics of a family that stays a family.

Capital

Allocation across generations and jurisdictions. Concentration examined without sentiment. Liquidity when it matters.

Legacy

Structures that outlast their architects. Philanthropy with intent, and without a press release.

Counsel

One point of contact. Every discipline behind it. Nothing delegated to a desk you have never met.

03The method

  1. Listen

    The first year is mostly questions. Yours, then ours.

  2. Structure

    Entities, trusts, mandates — drawn once, drawn correctly.

  3. Steward

    Quarterly when calm. Immediately when not.

04The principals

Three names.
No org chart.

Eleanor Hale

Founding Principal

Twenty-six years advising families through succession, sale, and the quieter crises. Geneva and London.

Daniel Meridian

Founding Principal

Formerly counsel to two single-family offices. Concentrated positions, cross-border estates. Zurich.

Amara Okonkwo

Principal, Structures

Trusts and holding architecture across four jurisdictions. Reads the footnotes first. London.

05In confidence

Request a private
conversation.

One meeting. No materials to sign, nothing to buy.
If we are not the right counsel, we will say so.

Begin the conversation

Replies come from a principal, not a team inbox.