“That's what Meridian is. We're one-stop shop. We handle everything. We're basically, you know, the, the family office type setup.”

“The cost to run a single family office, they did a study for a billion-dollar family office. It's about $3.5 billion, $4 million a year.”

“Let the human handle what only humans can. The apology. The negotiation. The legal removals.”

“If you give more 10% or more of what's known as your net estate to charity in your will, your estate can benefit from a lower 36% rate of inheritance tax on anything taxable.”

“If we create some sort of shared insurance mechanism, that can be the thing that establishes the standards ... there is a legal exemption for antitrust for the business of insurance”