Meredith Gilbert
Area of Focus
Private client services
Office Location
Houston, TX
Connect

Meredith Gilbert

Partner, National Leader, Private Client Service Financial Intermediary
Meredith Gilbert
Area of Focus
Private client services
Office Location
Houston, TX
Connect

About Meredith

Meredith Gilbert is a tax partner in the private client service practice at RSM US LLP and the national leader of the firm’s financial intermediary relationships. Meredith’s responsibilities include collaborating with financial advisory firms and serving as a central point of contact for clients’ increasingly complex tax and advisory needs for family businesses, investments, family offices, and estate and gift planning. She joined RSM in 2002 and is based in the firm’s Houston office. 


Experience

Meredith brings more than 24 years of experience servicing ultrahigh net worth families to her role as leader of RSM’s financial intermediary relationships. In her role, Meredith takes an enterprise approach to working alongside financial institutions to build a standardized process across multiple geographies to deliver a consistent experience. She leads the execution of tax compliance engagements with financial intermediaries and serves as a centralized point for the relationship. Meredith helps nurture this strategic ecosystem of centers of influence by bringing structure and accountability to the firm’s interactions from an enterprise perspective. 

Meredith’s career has centered on working with wealthy families, so she understands their diverse, complex and constantly evolving needs. Her primary skill set is in tax matters related to tax planning for family wealth preservation, wealth transfers, charitable transfers, closely held enterprises and tax compliance for multigenerational families. She is skilled at active listening to better understand client needs and at finding synergies on how RSM can complement those needs in a holistic and seamless manner. Prior to joining RSM, Meredith served ultrahigh net worth families in a Big Four firm. 

Helping others, both clients and colleagues, is one of Meredith’s strengths. Meredith empowers her team and career advisees to pursue their passions within the framework of RSM’s multifaceted career opportunities. Her team is located throughout the United States, and she takes every opportunity to create connections with them. 

Meredith participates in the firm’s culture, diversity and inclusion efforts as part of the STAR employee network group to advance women professionals in the firm. A recipient of mentoring throughout her career, Meredith does the same for others by offering encouragement and empowerment to the next generation of RSM professionals.  


Professional Affiliations and Designations

  • Certified public accountant 

  • American Institute of Certified Public Accountants 

  • Texas Society of Certified Public Accountants 

  • Houston Estate and Financial Forum  


Education

  • Bachelor of Business Administration (honors), University of Texas at Austin 

  • Master of Science, professional accounting, University of Texas at Austin  

Meredith Gilbert
Area of Focus
Private client services
Office Location
Houston, TX
Connect