Meiner Family Office

Why Meiner Family Office

What’s New

Our Principles

The Client Experience

Leadership

Locations

“We have established and seamlessly integrated a set of investment opportunities and lifestyle services suited to the complex needs of high-net-worth individuals and families.”

“We are a global family office that has served the Meiner Family Office family since 2021, and the story of the first family in family wealth is our blueprint.”

What’s New

SirFin Global

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Bali Beauty Clinic

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Bali Coffee Club

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Discover the world of premium coffee with Coffee Club, a subscription service featuring world-class coffee from Indonesia. Our coffees are sourced in Bali and lovingly roasted with passion by our team so you can taste their unique flavor profiles.

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Grand Land Corp

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Grand Land Corp aim to provide the highest quality of service and support to our partners, vendors, customers, businesses and investors. We pride ourselves in being a part of all stages of a project from contract signing through to completion.

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Global Family Office Services

A leading private wealth practice merged with holistic advisory and family office services

Customized Investment Strategies and Solutions

We help our clients design highly bespoke, multi-asset investment strategies and solutions tailored to their objectives and interpretation of risk.

Open Architecture Product Platform

We offer a menu of competitively priced investment opportunities and product offerings across the full spectrum of asset classes.

In-depth Market and Economic Insights

We publish our latest thinking on issues and events in the economy and the financial markets to assist our clients in understanding impacts and opportunities for their investment portfolios.

Rigorous Investment Due Diligence Process

We employ a thorough, disciplined, and repeatable multistage approach to constructing and maintaining a focused list of compelling asset managers with attractive growth prospects.

Holistic, Quantitative Portfolio Construction

We construct investment portfolios through a cohesive process of strategic asset allocation and tactical tilts that seek to maximize risk efficiency by capturing a diversified collection of potential return drivers on both the asset class and the product levels.

Investment, Tax, and Legal Advisor Coordination

We assist in tapping into the synergy of integrated planning by providing complementary investment advice to clients’ income and estate tax planning and charitable gifting strategies.

Cash Management, Banking, and Credit

We provide a robust cash management capability, including customized liquidity solutions, seamlessly delivered through the Rockefeller client portal and iPhone app.

Risk Management

We offer Structured Solutions designed to provide market returns while mitigating downside exposure.

Monitoring and Portfolio Rebalancing

We conduct regular reviews to help ensure that clients’ portfolios are closely aligned with their investment objectives and are appropriately positioned based on the current macroenvironment.

Portfolio Manager and Business Leadership

Herb Meiner

President of Private Wealth Management and Co-Head of The Family Office

Dian Desiana

President of Private Wealth Management and Co-Head of The Family Office

We believe a legacy isn’t left,
but lived.

Locations

info@meinerfamilyoffice.com

BALI

Bali is buzzing with opportunities for start-up companies, entrepreneurs, and digital nomads seeking a work-life balance. A warm welcome from the locals, competitive costs and beautiful surroundings have made Bali a popular destination for startups and digital nomads.

Our Complimentary Lines of Business