Where Philanthropic Vision Meets Uncompromising Excellence
Governance, strategy, and institutional rigor for those who demand the highest standard in philanthropy.
Begin a ConversationFour pillars that define every engagement
Discretion
Every engagement operates under the highest standards of confidentiality. We protect your reputation, your family's privacy, and your philanthropic legacy.
Governance
Institutional-grade governance frameworks built for endurance. Board structures, policy development, and operational systems that compound trust over time.
Transparency
Controlled transparency that strengthens rather than exposes. Stakeholder reporting, impact measurement, and compliance documentation that builds confidence.
Global Perspective
Cross-border philanthropic strategy informed by international regulatory landscapes, cultural contexts, and institutional best practices.
Board-Ready by Design
Reporting cadence and decision clarity
Documentation discipline
Risk management and audit readiness
Permissioned transparency for stakeholders
Comprehensive philanthropic infrastructure
Strategic Advisory
Foundation design, philanthropic strategy, and mission alignment for families and institutions navigating complex giving landscapes.
Learn moreGovernance & Compliance
Board development, policy frameworks, regulatory compliance, and the institutional architecture that sustains philanthropic excellence.
Learn moreMeridian Assist
AI-augmented research and compliance intelligence that amplifies your team's capacity without compromising judgment.
Learn moreThe measure of a philanthropic institution is not the scale of its giving, but the integrity of its governance.
Selective engagements · Confidential, board-facing · Documentation-first operating cadence
Most clients begin with the Foundation Health Audit
A fixed-scope, three-week review of how your foundation actually runs — governance, grant files, filings, and the five-percent math — delivered as a written roadmap your board keeps either way. From there, three retainer tiers carry the work quarter after quarter, each including the Meridian Portal.
Founded by a New York attorney who administers his own operating 501(c)(3) — Meridian has sat on both sides of the grant table.
Meridian Assist
AI-augmented compliance intelligence and research platform. Purpose-built for philanthropic governance professionals.
Explore Meridian Assist