Wealth Succession Planning & Management

If you have substantial assets, you'll want to safeguard your wealth now and for the future. At Vistra, we recognise that individuals face differing personal and family business situations, so we take the time to understand your individual requirements and aspirations for the future. We will then coordinate tax and legal advice to ensure existing and new asset structures are relevant and compliant.

Our bespoke succession planning solutions include:

Discretionary trusts, reserved powers trusts, life interest trusts, charitable trusts, VISTA trusts and purpose trusts
Foundations – for charitable, private wealth holding and business interests
Private managed companies – for asset holding, residential and commercial properties, artwork and valuables, and private trust companies
Professional trust protector services
Ongoing compliance monitoring, administration and accounting support.

Wealth Services

How can we help?

To discuss how Vistra can help you with Wealth Succession planning, simply complete this form and one of our experts will contact you.

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The SEC’s new private fund adviser rules: Who’s affected and how to prepare

In August 2023, the US Securities and Exchange Commission adopted new rules and amended others to enhance the regulation of private fund advisers. According to the SEC, the changes are “designed to protect private fund investors by increasing transparency, competition and efficiency in the private funds market.”