One of the fundamental challenges for anyone with wealth is to protect their assets both now and for future generations. But as long-term plans bring immense complexity, knowing the best way to do so can be frustrating and stressful. Different vehicles offer different benefits and legal implications, and rules vary between jurisdictions. The acquisition of wealth can lead to happiness, but you need the right structures in place to truly enjoy it.  ​

At Vistra, we offer a vast range of advisory services related to the structuring, enhancing and preserving of wealth, whether you’re looking to grow the family business in new markets, or seeking to safeguard your assets through meticulous succession planning. That includes the potentially fraught area of family governance, where the changing competitive environment around the world can prove a challenge to the transfer of wealth across generations. ​

You may be seeking to provide liquidity, or to diversify your investments or gain exposure to different asset classes. You may wish to invest in yachts or planes, or to make a difference with your wealth through philanthropy – each of which can become a convoluted web of options and implications.​​

Every client’s personal circumstances are different, so we’ll take time to understand your individual requirements and aims for the future, working with teams of trusted specialists to give you certainty around the future of your wealth – so you and your family can be fully free to enjoy it. ​

 

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The number of family offices has grown exponentially during the past decade as UHNW families look to take back control and professionalise the oversight of their family wealth management whilst ensuring the desired purpose for their wealth is fulfilled.
Transferring wealth between generations: new priorities and old principles
Ensuring wealth is protected and that you and yours can continue to prosper
In long-standing private wealth client relationships, many often lasting decades, nothing stands still, and requirements typically evolve over time – either organically, through a significant event, or a combination of both.
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