Meridian Family Office — estate structuring
Outgoing referral · Meridian Family Office
Outgoing
Referral details
- Referral ID
- R4
- Direction
- Outgoing
- Status
- Working
- Company
- Meridian Family Office
- Property
- —
- Date received
- Aug 2, 2026
- Estimated value
- —
- Relationship owner
- Sarah Jenkins
- Fee arrangement
- 5% of first-year management fees
Referred JP Mercier for succession planning counsel.
Attribution chain
1
Referral logged
Meridian Family Office — estate structuring · Aug 2, 2026
2
Lead created
No lead linked yet
3
Deal created
No deal linked yet
4
Deal outcome
Pending
Linked activity
No activity logged yet.
Referral partner
NHNadia Harper
Harper & Voss LLP · Lawyer
- n.harper@harpervoss.law
- Phone
- (416) 555-0688
- Agreement
- Signed
- Referrals received
- 11
- Referrals sent
- 3
- Deals won
- 5
- Revenue generated
- $410,000
- Last referral
- Aug 19, 2026