Private Client Services

Private Wealth

We understand that your personal and family business situation is unique.

Which is why we take the time to understand your personal requirements and aspirations for the future. We’ll create tailored structures that suit your needs and that are tax efficient.

Our estate planning solutions include:

  • Trusts – 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
  • Private office function
  • Professional trust protector

Relocation & Residence 

We want you to have a smooth and cost-efficient move abroad. We’re here to support you with applying for visas, arranging residential property and managing your finances once you’re settled.

We have successfully relocated top executives, business owners and high net worth individuals and their families to destinations such as London, Hong Kong, Singapore, Switzerland, Dubai, Malta and Spain.

Given Vistra’s international presence, you’ll have access to advisers with specialist local knowledge of rules and regulations.

Our services include:

  • Assisting clients with visas, permits and citizenship applications with expertise from local immigration specialists
  • Arranging the purchase or rental of residential property
  • Recruiting household staff and drivers
  • Opening personal bank accounts and structuring assets with advice from local tax advisers
  • Finding appropriate schools and private tutors

Asset Management & Charities

Whether you own yachts, aircraft or fine art, we can help you with the ongoing management, maintenance and storage of these assets. We’re also able to advise you on insurance and tax handling.

If you’re involved in charities, we can ensure your donations are made in a tax-efficient way. We advise our clients not only on the structuring of individual donations, but also on the structuring, establishment and continued management of dedicated charitable foundations and trusts. 

We support charitable foundations with domiciliation, account management, project monitoring and regular reporting. 

To discuss our structuring and asset protection services further, please contact one of our specialists listed below or complete the enquiry form.

Collaboration begins with a conversation

Based on your location your nearest office is

New York

+1 212 500 6200

Contact Us


Private Wealth Brochure

Read more about Vistra's Private Wealth Services