Trusted Custodian. Seamless Transactions. Integrated Solutions.
Heritagemark is a Securities Intermediary, Custodian, Registrar, and Trustee. Our services are specifically designed to deliver secure, fast, and precise transaction execution to market counterparties and to hold assets in custody for our clients. Our approach allows:
Assets to remain in place in a fungible structure
Our role to implement and enhance current vendor relationships
Clients to reduce or eliminate carrier friction
Transactions to be accelerated without additional risk
Safeguarding Every Transaction with Precision, Transparency, and Trust
Heritagemark provides life settlement investors with secure, compliant, and transparent asset intake and lifecycle management.
Uniquely, Heritagemark integrates with Vitaro Services, its affiliated portfolio servicing platform — enabling end-to-end control, verification, and reporting from a single, unified infrastructure.
With an unwavering commitment to accuracy, compliance, accountability, and responsiveness, Heritagemark ensures investors can transact with confidence, knowing their interests are protected at every step.
Transactional & Custodial Services
Reduced carrier-level friction and greater scale, transparency, and liquidity in the longevity/mortality markets.
Efficiency
Safe, secure, and organized storage of documents and data to protect client assets from loss and mismanagement.
Custody
Execution
Quick, orderly, and transparent clearing of transactions and transfer of assets and funds between counterparties via strict and compliant protocols.
Recordkeeping
Accurate registration of title, transfers, liens and other rights as ordered by clients, including seamless administration of “ex-SI” transactions.
Optimizing the Administration of Life Contingent Assets
Heritagemark is part of the Vitaro Group, a family of seamlessly integrated service
companies designed to support asset managers in the longevity/mortality markets. We
empower our clients to focus on their core activities of raising capital and making sound,
supportable investment decisions. They do what they do best, and we do the rest.
VITARO GROUP COMPANIES
Learn more now –
Contact Heritagemark today
Find out how Heritagemark can accelerate your tertiary market transactions in a secure, transparent and efficient manner – without carrier friction or additional risk.
