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ARTICLE · 05 JUNE 2020

Preserving Wealth: Adopting A Structure To Meet Relocation Needs

The relocation of High Net Worth Individuals often presents a range of challenges and requires professional assistance to navigate the many aspects involved.

BrazilWealth Management

Client profile: A Brazilian HNWI looking to relocate to another jurisdiction

Challenges: Optimizing fiscal impact in the jurisdiction of the underlying companies and current tax domicile of the client, and preserving wealth to accommodate future needs of the family

Vistra services provided: Setting up of Trusts, comprehensive review of corporate structure, corporate secretarial services

The relocation of High Net Worth Individuals often presents a range of challenges and requires professional assistance to navigate the many aspects involved. A long-standing private wealth client of Vistra was planning his relocation from Brazil to another jurisdiction and engaged Vistra for a comprehensive "health check" of his corporate structure.

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