Client profile: A UHNW individual residing in
Latin America with wealth accumulated in over 30 years, generated
from family business and real estate investments
Challenges: Transferring wealth to multiple
generations in a structured and orderly manner
Vistra services provided: Setting up of
Irrevocable and Discretionary Trust with British Virgin Islands
(BVI) company
Our ultra-high net worth individual (UHNWI) clients are often
referred to us by Vistra's network of tax lawyers or asset
managers. As a Trustee, we play a fundamental role throughout the
entire structuring process to assist clients in achieving their
ultimate goals.
Our client, a UHNWI who has accumulated his wealth from family
business and real estate investments for over 30 years and was
concerned about transferring wealth to his three children (first
generation) in a structured, compliant, and orderly manner.
Thereafter, each of the children shall have a structure flexible
enough for their
