Director of Family Office

Meredith Mays

Meredith joined Waverly following the firm’s 2025 acquisition of select Promus business lines, where she had served since 2011 in leadership roles spanning operations, investor relations, client experience, and strategic execution. As Director of Family Office, she played a key role in the growth of the firm’s Family Office offering, helping build the structure, processes, and collaboration needed to support families through periods of growth and complexity. In addition to her Family Office leadership responsibilities, Meredith continues to support strategic initiatives across the firm, drawing on her experience as Principal and Director of Strategic Operations at Promus.

Before joining Promus, Meredith lived for two years in the Republic of Moldova, where she worked with a microfinance organization affiliated with HOPE International. That season of life deeply influenced her view of stewardship and continues to shape how she serves families today.

Meredith and her husband live in the Chicago suburbs with their two children.

[email protected]

312-784-3990

Chicago, IL (Promus)

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Areas of Expertise

The framework is organized into six primary pillars, each with detailed sub-specialties that advisors can select as self-identified areas of expertise.

Investment strategy & portfolio management

Comprehensive investment oversight across public and private markets.

Wealth Planning & Strategy

Holistic financial planning and multi-generational wealth stewardship.

Private Markets & Alternative Investments

Access to private equity, private credit, real estate, and real assets.

Family Enterprise & Business Advisory

Business transition, succession planning, and family governance.

Tax, Estate & Legacy Planning

Tax optimization, estate structuring, and multigenerational legacy design.

Specialized Clients Needs

Customized solutions for unique life events and complex situations

Serving with Purpose

A Culture of Connection

Waverly takes its name from a meadow of quaking aspen trees, an ecosystem where individual trees are connected by a shared root system. Since 1999, that idea has inspired our firm: strong relationships, shared values, and the belief that we are better together.

Comprehensive Wealth Management, Connected by Design

Like an aspen grove, every part of a client’s financial life is interconnected. As an independent Registered Investment Advisor (RIA), we bring together investment management, financial planning, tax strategy, trust and estate planning, and family office services to create coordinated solutions that simplify complexity and support long-term success.

A Culture Rooted in Service

Our culture of stewardship is guided by Integrity, Family, Grace, Team, Drive, Empathy, and Community. These values shape every client relationship, every decision, and every interaction. They are the foundation that keeps our people connected and ensures a consistent, high-touch experience across the firm.

The Difference Is Our People

While many firms offer financial advice, our greatest differentiator is our people. Waverly’s advisors, planners, investment professionals, tax specialists, and support teams work together to deliver thoughtful guidance and personalized solutions. It is this collaborative approach, and our commitment to serving clients with excellence and care, that transforms financial advice into lasting relationships.

Education

Bachelor of Arts in Business Administration
Taylor University, Upland, Indiana

Ask Me About

Aligning Family, Purpose, and Stewardship
Navigating Complexity Across Generations
Cultivating Intentional Community
Building Teams That Support Families Well
Lessons from Growing Up as a Twin
Living and Traveling Throughout Eastern Europe