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Wealth and Asset Management

Transferring wealth: Establishing trusts for multigenerational succession planning

June 18, 2020

By News Team

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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…

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