Trust & Estate CPA for Families, Trustees & Closely Held Businesses
Meridian provides sophisticated trust, estate, gift, and international tax advisory services designed to preserve multigenerational wealth, navigate complex tax compliance, and support the long-term objectives of high-net-worth families.
Guiding Families • Preserving Wealth • Building Legacies
Why Meridian
Meridian was founded on the belief that exceptional tax advisory goes beyond compliance. High-net-worth families deserve a trusted advisor who understands not only the technical complexities of the tax law, but also the broader objectives of preserving wealth, supporting family governance, and building a lasting legacy.
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With specialized experience in trust, estate, gift, and international taxation, we provide thoughtful guidance on sophisticated planning and complex compliance matters. We work collaboratively with your existing team of attorneys, trustees, family offices, investment advisors, and other professional advisors to develop coordinated strategies that align tax considerations with your family's long-term goals.
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Our objective is simple: to help clients navigate complexity with clarity, preserve wealth across generations, and provide the confidence that comes from having a trusted advisor by your side.
HIGH-NET-WORTH INDIVIDUALS • FAMILIES • TRUSTEES • EXECUTORS • BENEFICIARIES • FAMILY OFFICES • CLOSELY HELD BUSINESSES • PROFESSIONAL ADVISORS • INTERNATIONAL FAMILIES
Our Trust & Estate CPA Services
Trust, Estate & Gift Tax
Strategic trust and estate tax advisory, architectural planning, and tax compliance for sophisticated trust structures and multi-generational wealth transfer.
International Tax Advisory
Strategic guidance and tax compliance for foreign assets, cross-border investments, and complex U.S. international reporting obligations.
Individual & Business Tax
Strategic tax compliance and proactive succession planning for closely held businesses, their owners, and private wealth holders.
Professional Advisor Collaboration
A trusted technical tax resource for trustees, executors, family offices, attorneys, investment advisors, and fellow CPA firms navigating complex trust, estate, gift, and international tax matters.
Why Clients Choose Meridian
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Boutique Personalized Service
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Collaborative Approach
Technical Excellence
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Long-Term Relationships
Practical Solutions
​​Let's Start the Conversation
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Every family and business has a unique story, and effective tax planning begins with understanding your goals.
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Whether you are navigating a complex trust or estate matter, planning for the transfer of wealth, managing international tax issues, or seeking a trusted advisor for your family or closely held business, I invite you to schedule a conversation.
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Together, we can discuss your circumstances, identify potential opportunities and risks, and determine how Meridian Estate & Tax Advisory can best support your long-term objectives.
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I look forward to speaking with you and learning how I can help.
About Meridian Estate & Tax Advisory
Founded by Fei Zhao, CPA, MST, TEP, Meridian Estate & Tax Advisory was established to provide sophisticated tax advice with the personal attention clients deserve.
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After more than two decades advising families, fiduciaries, and closely held businesses—including over 16 years dedicated to trust, estate, gift, and international taxation—Fei founded Meridian to deliver thoughtful, relationship-driven advice tailored to each client's unique circumstances.
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She believes that effective tax planning is built on technical excellence, practical judgment, and close collaboration with clients and their trusted professional advisors. Every engagement is approached with the goal of helping families preserve wealth, navigate complexity, and make informed decisions with confidence. informed decisions with confidence.