Transfer

Transferring wealth between generations: new priorities and old principles

When you’re transferring family wealth you want to keep unwanted liabilities, risk and arguments to a minimum; with philanthropy it’s about making your give-back to society as effective and sustainable as possible, and embracing the ideas of the whole family in the journey to making a difference in the world.

Governance, Risk & Compliance

Trust & Foundation Formation

Legal Entities Formation

Financial Statements & Reporting

Special Purpose Vehicles

Fund Formation

Directorship Services

FATCA & CRS Reporting

Company Secretarial

Advisory & Transaction Support

Family Governance

Philanthropy

Liquidity Planning

Finance, Accounting & Administration

Trust & Foundation Accounting

How can we help?

First name

Last name

Business email

Telephone

Company/Organisation

Where are you located?

Brief description of your enquiry

From time to time, we would like to contact you about our products and services, as well as other content that may be of interest to you. If you consent to us contacting you for this purpose, please check the opt-in box below.

Opt-in

Information on the Vistra Group, its companies, their registered offices and local regulators can be found on the Vistra website at www.vistra.com.

Vistra is committed to the privacy of information in line with data protection principles, regulatory and legal requirements, and global best practices. For more information on how your personal data is collected and managed by Vistra, please review a copy of our Privacy Policy available at https://www.vistra.com/privacy-notice

Feed me

White

Contact Us

Chris Marquis

Managing Director, Global Head of Private Wealth

United Kingdom

+44 20 3872 7325

Sascha Züger

Country Managing Director, Switzerland

Switzerland

+41 44 296 68 70

Simon Morgan

Executive Director for Private Wealth

Jersey

+44 1534 504744

Christine Tan

Managing Director, Head of Private Wealth, Asia

Singapore

+65 6854 8061

Cross-border challenges and opportunities in our new era of globalisation

Our latest Vistra 2030 report reveals globalisation is not dead but evolving. Against a backdrop of increased geopolitical tensions, trade wars, inflationary pressures and other disruptions, we’re seeing a shift away from a standardised, one-size-fits-all globalisation to a model that’s more complex and regionalised.

Why organisations are optimising to compete

Businesses and investors everywhere are facing significant economic and geopolitical headwinds. Russia’s invasion of Ukraine has helped fuel inflation and interest rate rises and led to soaring energy costs. Meanwhile, wide-sweeping digital transformation, trade wars, remote and hybrid working, and other emerging trends are accelerating change across the global economy. On top of these disruptions, the era of cheap borrowing is over and businesses and investors must find new ways to fund growth.

Experts predict continued global regulatory complexity: What it means for businesses and investors

Multinational businesses, investment firms, family offices and other organisations have been subject to an increasing number of country-specific regulations in recent years. We’ve seen new and updated rules related to anti-money laundering, economic substance, ESG and more.

See all