Private Client & Estate Planning
VISS supports internationally active individuals and families, as well as their advisers, in implementing cross-border structures for wealth planning, asset consolidation, and succession.
Our approach focuses on practical, compliant solutions using offshore foundations and related structures where appropriate.
1
What We Do
We assist with:
-
Establishment of offshore foundations and related structures for wealth planning
-
Structuring of assets held across multiple jurisdictions
-
Succession planning for internationally held assets
-
Coordination with legal and tax advisers for proper implementation
-
Ongoing administration and governance of private client structures
2
How We Work
We work closely with clients and their advisers to ensure that each structure is:
-
aligned with the client’s long-term objectives
-
appropriate for the jurisdictions involved
-
implemented and maintained in accordance with applicable regulations
Our role is to support the practical execution and administration of these arrangements.
3
Typical Use Cases
-
Structuring family wealth across jurisdictions
-
Succession planning for internationally held assets
-
Consolidation of personal or family holdings
-
Governance frameworks for cross-border assets
4
Relevant Examples
-
Structuring internationally held assets through a BVI foundation to support long-term succession planning
-
Assisting a family in consolidating cross-border holdings into a coordinated governance framework
