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As international commerce and opportunities expand and create more global citizens, as founders and family businesses look to create lasting legacies, as the desire for the next generation to find personal fulfilment increases, having access to a global team of experienced professionals makes life much simpler.
Private Wealth Services: Vistra Private O�ce
Create Wealth
Preserve Wealth
Transfer Wealth
Asset Protection
Succession Planning
Next Generation
A complicated world made simpler.
Our Services
We provide the full range of services you would expect from your own family o�ce. We act as guardians of your interests, always keeping in the forefront of our approach the fundamental aims of any family enterprise: sustainability, confidentiality, wealth preservation, succession planning and continued prosperity.
From sourcing, protecting and managing your assets – whether they are houses, yachts or works of art – to providing an infrastructure to facilitate your family business's international expansion, we can assist either through our in-house professionals or in collaboration with an extensive network of trusted external partners.
www.vistra.com
Professional Family Services• Governance and Business Succession
• Next Generation Support
• Philanthropy
• Residence and Citizenship
• Security (Physical and Cyber)
• Family O�ce Advisory Services
Wealth Structuring and Planning
• Coordinating of Planning Advice
• Succession Planning and Asset Protection
• Ongoing Structure Management
• Liquidity Planning
• US Planning Solutions
Finance and Risk Management
• Accounting and Finance
• Consolidated Reporting
• Non-Life Insurance
• Portfolio Monitoring
• Lifestyle Assets
• Marine and Aviation
Investments and Transactions
• Real Estate (Residential and Commercial)
• International Business Expansion
• Business Exit Planning
• Private Equity
• Direct Participations
• Financing Solutions
For more information please contact:
Managing the complexity of international family enterprises
Chris MarquisManaging Director, Global Head of Private WealthT +44 20 3872 7325E [email protected]
Investments and
Transactions
Finance and Risk
Management
Wealth Structuring
and Planning
ProfessionalFamily Services
Other ExternalAdvisers
Asset Managers
Law, Audit and TaxAdvisory Firms
Banking Partners
Julius BozzinoDirector, Private Wealth, InternationalT +44 20 3872 7384E [email protected]
DISCLAIMER: The contents of this document are made available for information purposes only. Nothing within this document should be relied upon as constituting legal or other professional advice. Neither Vistra Group Holding S.A. nor any of its group companies, subsidiaries or a�liates accept any responsibility whatsoever for any loss occasioned to any person no matter howsoever caused or arising as a result, or in consequence, of action taken or refrained from in reliance on any of the contents of this document. This document must be read in conjunction with our Legal and Regulatory notice (including Disclaimer) at: www.vistra.com/notices. Copyright © October 2019 by Vistra Group Holdings SA. All Rights Reserved.
