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Meritus Trust Company Limited

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Meritus Trust Company Limited

Overview:

The staff and board of Meritus encompass a complimentary mix of professionals whose collective aspiration is to create the premier boutique trust company in Bermuda.

Our senior team includes qualified legal and accounting professionals supported by a dedicated and motivated group of trust experts, including Senior Trust Officers, Trust Administrators and an Administrative Team committed to delivering individual and high quality service to all our family offices and other clients.

Todays wealthy families need dynamic partnership with advisors who will help them manage their wealth. The family office helps families achieve their goals while dealing with increased regulations, and complex issues of taxation, succession, distribution planning, education and charitable giving.

An important tool used by the family office is the trust. Assets will often be transferred to trusts (with underlying corporations for separation of various assets and liability consideration) as a means of facilitating the smooth transition from one generation to the next.

Other essential services of the family office include: evaluating life insurance needs, active coordination of legal/tax/accounting matters of business interests, financial reporting and audits, coordinating the purchase of non-financial assets and corporate governance reporting.

Meritus Trust Company draws on a powerful array of global resources to meet the complex needs of individuals and multigenerational families.
As part of our Family Office Services, we can also deliver objective advice and customized services including:

Education and Governance
Helping families integrate effective decision-making into every aspect of their wealth structure and facilitate the transfer of both family assets and family values from one generation to the next.

Fiduciary and Administration
We take care of the day-to-day demands that significant wealth can impose by providing support in trust services, administration and reporting.

Vision:

ndependence

Meritus is based upon a philosophy of independence.

Meritus is first and foremost a trust company. We are completely independent of banks, investment managers, legal and accounting firms or other institutions. Meritus is able to provide fiduciary services completely free from any real or perceived conflict of interest.

Our independence allows for flexibility and the opportunity to leverage our extensive network of professional advisors and specialized firms to provide our families with the global leaders in legal, accounting and other essential services on a completely transparent basis.

History:

Meritus Trust Company Limited (Meritus) was formed in March 2010 with one simple objective to provide unparalleled fiduciary services to select groups of ultra-high-net-worth (UHNW) international families.

With this objective in mind, Bermuda's top trust, accounting, and legal professionals came together to form the nucleus of our dedicated and motivated team. To ensure stability and continuity, the founders are all shareholders and directors of Meritus.

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