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Michelle Wolfe

Partner at Meritus Trust Company

Profile

Michelle Wolfe, is a Founding Partner of Meritus Trust Company Limited (Meritus), a licensed Bermudatrust company which is regulated by the Bermuda Monetary Authority.Prior to starting Meritus Michelle was Managing Director of Rothschild Trust (Bermuda) Limited, CouttsBermuda Limited and of Butterfield Trust (Bermuda) Limited.

Michelle has been recognized by a number of international publications including: 

  • Who’s Who Legal – Private Client Trust and Advisory Services 2015
  • City Wealth Power Women’s Top 200 List 2014, 2015 and 2016

She has spent her career working with multi-jurisdictional multi general families establishing andadministering charitable trusts, Bermuda Purpose Trusts and Private Trust Companies.

Michelle, a Chartered Accountant, is the past President of the Bermuda Association of Licensed Trustees(BALT), a Director on the Barrister and Accountants AML/ATF Board, a member of Bermuda BusinessDevelopment Association (BBDA Trust Focus Group), she also holds memberships with the CanadianInstitute of Chartered Accountants and the Bermuda Institute of Chartered Accountants and her Masters inBusiness and in Human Resources.

In addition to her personal accomplishments, Meritus was voted “Trust Company of the Year” for theSTEP Caribbean Awards 2013 and “Independent Trust Company of the Year” for the 2015 STEP PrivateClient Awards.

Agenda Sessions