Private Wealth

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Transfer

Transferring wealth between generations: new priorities and old principles

When you’re transferring family wealth you want to keep unwanted liabilities, risk and arguments to a minimum; with philanthropy it’s about making your give-back to society as effective and sustainable as possible, and embracing the ideas of the whole family in the journey to making a difference in the world.

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Simon Morgan, Director & Head of Private Clients at Vistra Jersey, has been shortlisted under the category 'Trustee of the Year - Channel Islands & Isle of Man' at the Citywealth IFC Awards 2021.
Despite Brexit, the pandemic and other economic and political headwinds, the UK remains an attractive place for entrepreneurs to set up or expand their businesses and networks.
Many of our clients face differing personal and family business situations, and require equally different solutions for the future, while ensuring that their existing and new asset structures are relevant and compliant to regulations.
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