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Our Services

Family Office

Today's 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.