The $100M+ family office experience. Without the $1M price tag.
A single family office is built for $100M+ households — private, customized, and over $1M a year. Merlin makes those same services available to you: your own Personal Trust Center, with real people behind it.
Wealth
Aggregated view
Estate
Legacy ready
Admin
Taxes optimized
Lifestyle
Concierge ops
Your wealth. Full picture. All in one place.
Private · Secure · Real time · Managed · No more headaches
Family office services, accessible
Everything a Premier Family Office Does. Now Available to You.
Wealth Management
- Diverse investment portfolios, managed
- Private equity and real estate, handled
Administrative & Financial
- Bills paid, payroll managed
- Tax preparation and filing, on time
Estate & Legacy
- Multi-generational wealth transfer, planned
- Philanthropy and foundations, coordinated
Concierge Services
- Household staff and security, overseen
- Private travel and property upkeep, arranged
For high-net-worth individuals and families with a complex mix of assets:
Real people, plugged in
We source the best CPAs, lawyers, estate planners, brokers, and investment advisors — and they plug into your live Personal Trust Center.
You don't need to be bothered. Everything just works.
Taxes optimized, filed on time
Your CPA works from a live, verified picture of your finances — not a shoebox of documents in March.
Properties taken care of
Insurance renewals, property taxes, and refinancing never slip. Nothing lapses, nothing surprises you.
Investments aggregated
Every fund, account, and private deal reports into one place. You stop chasing updates.
The right people, the right access
Your family, trustees, and advisors each see exactly what you grant them — logged, and nothing more.
Inside your trust center
Four pillars. One place of record.
The Vault
Every trust, deed, policy, and K-1 turned into a searchable knowledge base. Ask a question, get a cited answer.
The Map
Entities, assets, and liabilities rolled up through your ownership graph — never double counted.
The Calendar
Taxes, insurance, capital calls, bond maturities. Everything due, in one place, before it's late.
The Circle
Your spouse, trustees, CPA, and attorney see exactly what you grant them. Every access is logged.
Traceable
Every figure links to its source with an as-of date and a verification status.
Cited answers
Ask your documents anything. Answers arrive with document and page citations.
Least privilege
Collaborators see only what you grant. Every view is recorded.
Membership is selective. The bar is a portfolio complex enough to deserve it.
We accept a small number of members with multi-entity wealth and no family office. The application takes three minutes.
Begin your application