Fiduciary Services , Private Trusts , Private Wealth & Trust Services
Michelle Wolfe, is a Founding Partner and Managing Director of Meritus Trust Company Limited (Meritus), a licensed Bermuda trust and corporate services company which is regulated by the Bermuda Monetary Authority.
Prior to starting Meritus, Michelle was Managing Director of Rothschild Trust (Bermuda) Limited, Coutts Bermuda Limited and of Butterfield Trust (Bermuda) Limited.
She has spent her career working and advising multi jurisdictional multi-generational families establishing and administering Charitable Trusts, Discretionary Trusts and Private Trust Companies.
Michelle, a Chartered Accountant, is the past President of the Bermuda Association of Licensed Trustees (BALT), a member of Bermuda Business Development Association (BBDA Trust Focus Group), she also holds memberships with the Canadian Institute of Chartered Accountants and the Bermuda Institute of Chartered Accountants and her Masters in Business and in Human Resources.
Michelle has been recognized by a number of international publications including:
Who’s Who Legal – Private Client Trust and Advisory Services since 2015
Citywealth International Powerwomen’s Top 100 and 200 Lists since 2014
Citywealth Powerwomen Award 2020 – Woman of the Year – Business Growth (Boutique)
In addition to her personal accomplishments, Meritus was voted “Trust Company of the Year” for the STEP Caribbean Awards 2013, “Independent Trust Company of the Year” for the 2015 STEP Private Client Awards and “Company of the year: Female Leadership SME” for the Citywealth Powerwomen Awards 2018.
At Meritus, our expertise lies in providing fiduciary, governance, philanthropy, trust and corporate administration services to international ultra-high net worth families based in several jurisdictions, particularly the Americas, the Caribbean and Bermuda, and Europe. We are passionate about assisting families with setting up and restructuring their arrangements to facilitate the long-term preservation and growth of their wealth across generations and working with families to meet their philanthropic and social impact aims.
We believe that what makes us stand out from other trustees is our drive and desire to live by our core values of: Passion; Courage; Humility; and Empathy. We strive to ensure that these behaviours are reflected in the work that we do for and with our families; this allows us to add value above and beyond the provision of basic services.
ADVANTAGES OF BEING INDEPENDENT:
Recognized as an exceptional independent trustee, Mertitus takes a holistic approach to trusteeship, going above and beyond by easing burdens and safeguarding capital for the people that matter most, your family.
We are first and foremost a trust company, independent of banks, investment managers, legal and accounting firms or other institutions, able to provide fiduciary services entirely free from any real or perceived conflict of interest.
Our independence allows us flexibility and the opportunity to leverage our extensive network of professional advisors and specialized firms to provide our families with global leaders in legal, accounting and other essential services on a completely transparent basis.