Client profile: A UK expat client, who had
lived in Asia for 25 years.
Challenges: Our client needed support to bring
order and efficiency to his extensive private equity, property and
share portfolio while considering the international nature of his
portfolio requirements.
Vistra services provided: Trust structuring across
multiple jurisdictions.
It isn't uncommon for us to support clients by updating and
consolidating their financial position, taking a holistic view,
often across borders and holdings.
As a recent example, a UK expat client, who had lived in Asia
for 25 years, came to us in order to bring order and efficiency to
his extensive private equity, property and share portfolio. Central
to his requirements was a review of the existing structures with an
alternative provider, and assistance with the winding up of a
listed property fund.
