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Wealth Succession

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.
Contact Us

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

Information on the Vistra Group, its companies, their registered offices and local regulators can be found on the Vistra website at www.vistra.com.

Vistra is committed to the privacy of information in line with data protection principles, regulatory and legal requirements, and global best practices. For more information on how your personal data is collected and managed by Vistra, please review a copy of our Privacy Policy available at https://www.vistra.com/privacy-notice

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Grenzüberschreitende Carve-out-Geschäfte sind eine zunehmend beliebte Akquisitionsstrategie für Private-Equity-Firmen. Die Due-Diligence-Prüfung und eine gute Planung sind entscheidend, um das Risiko zu minimieren und sicherzustellen, dass ein ausgegliedertes Unternehmen bereit ist, um am Markt erfolgreich zu agieren. Ein entscheidender, aber oft übersehener Teil dieses Prozesses ist die Gründung einer juristischen Person.
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