Disclaimer
Last updated: July 2026
Not a Law Firm, Accounting Firm, or Investment Adviser
Meridian Philanthropic (“Meridian”) is a trade name of Legacy Group International, LLC, providing foundation administration, governance operations, and philanthropic strategy. It is not a law firm, accounting firm, or investment adviser. Engaging Meridian does not create an attorney-client relationship, and communications with Meridian are not protected by attorney-client privilege. Meridian does not prepare tax returns, provide tax opinions, manage assets, or provide investment advice of any kind.
Affiliated Counsel & Independent Professionals
Clients requiring legal counsel are referred to independent professionals. Where appropriate — and only with written disclosure and the client’s informed written consent — legal work may be referred to Clemenza Law Group, a law firm owned by Meridian’s founder. Any such legal engagement is separate from Meridian’s services, is documented under its own engagement letter, and clients are always advised in writing of their right to seek independent counsel. Tax preparation is referred to the client’s certified public accountant; investment management remains with the client’s own advisers at all times.
Not Legal or Tax Advice
The information provided on this website and through Meridian Philanthropic’s services is for general informational purposes only. Nothing on this website constitutes legal, tax, accounting, investment, or other professional advice. You should not act or refrain from acting based on any information on this website without seeking appropriate professional counsel.
No Professional-Client Relationship
Viewing this website, submitting an inquiry, or communicating with Meridian Philanthropic does not create a professional-client relationship. A professional relationship is established only through a mutually executed engagement agreement.
Informational Purposes Only
The essays, frameworks, and other content published on this website are intended to inform and educate. They are based on general principles and may not be applicable to your specific circumstances. Any client outcomes or case studies published on this site are real, documented, and published only with the client’s written consent.
No Guarantees
While we strive to provide accurate and current information, Meridian Philanthropic makes no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, or suitability of the information contained on this website.
Third-Party References
This website may reference third-party organizations, regulations, or resources. Such references are provided for informational purposes and do not constitute endorsement or recommendation. Meridian Philanthropic is not responsible for the content or accuracy of third-party materials.
Limitation of Liability
In no event shall Meridian Philanthropic, its founder, employees, or affiliates be liable for any loss or damage arising from or in connection with the use of this website or reliance on any information provided herein.