Michelle Wolfe

Managing Director at Meritus Trust

Speaker

Michelle Wolfe, is a Founding Partner of Meritus Trust Company Limited (Meritus), a licensed Bermuda trust 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 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 Canadian 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
• City Wealth Power Women’s Top 200 List
• City Wealth International Women’s Day Top 100 List
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 Citywealth Powerwomen Bronze Award 2018.