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Meritiglobal Limited, incorporated in Hong Kong, is a globalized Multi-Family Office who provides long-term and comprehensive wealth solutions to successful families. We act as the family CFO for our clients, coordinating and managing the complexities of the family wealth, businesses and broader family affairs.
Your "Chief Financial Officer":
The modern concept and understanding of family offices was developed in the 19th century. In 1838, the family of J.P. Morgan founded the House of Morgan, which managed the families' assets and in 1882, the Rockefellers founded their family office, which prevailed until today. Wealthy families realized that their affairs were complex and they needed more than casual help from their accountants, financial advisors or lawyers. They needed full-time personnel who knew tax, accounting, investment, insurance, succession, and business plan. So they established permanent "family offices" and hired professionals to look after all their financial management.
Today, more and more successful families are being overwhelmed by the sheer extent and complexity of their financial lives. Those with over $500 million can afford to put a management team in place. Those with less than $5 million can do it themselves. For the growing number of wealthy families in between, the integrated Family Office concept is the ideal solution for obtaining complete financial management from a highly qualified team of financial, accounting, and legal professionals.