Estate planning should form an integral part of overall wealth
management with the goal to protect the private clients assets and
to facilitate their transfer to future generations in a tax
efficient manner. Increasingly, estate planning has taken on a
truly international dimension.
The composition of current and potential future assets, personal
family considerations, tax residence, business succession plans
and charitable objectives are only a few among many factors
which need to be taken into account for the purpose of establishing
a comprehensive estate plan.
For the implementation of a tax optimal wealth transfer to the next
generation, trusts and civil law foundations are at the centre
of the most commonly used estate planning techniques. In addition,
various corporate ownership structures may be the most suitable
solution for the ownership of real estate, art collections, or
private yachts and airplanes.
A key to Vistra's know how in devising tailor made estate planning
techniques and solutions are its independence, global presence and