Trust Formation

Trustee Services

Trust Advice

Our trust specialists are able to provide you and your family with in depth advice in relation to the setting up of flexible and appropriate estate or succession planning as well as in relation to commercial trust structures such as employee benefit trusts. We are very experienced in providing advise on matters concerning all types of private trusts and estate planning structures as well as trusts used in commercial transactions.

Uses and Benefits of a Trust

Trusts are incredibly flexible tools and can be used for a whole variety of purposes, including:

  • Tax and Estate/Succession Planning;
  • Wealth Preservation;
  • Confidentiality;
  • Protection of beneficiaries;
  • Ring-fencing and creditor/asset protection;
  • Unit trusts
  • Pension Funds
  • Avoiding disruption on death
  • Protection of certain beneficiaries – ‘gold diggers’
  • Continuing the family business

Uses and Benefits of Private Trust Companies

  • Avoids the use of an institutional trustee – keeping trust decisions ‘in-house’
    • overcomes potentially high annual fees
    • saves a drawn out interview process to locate the ‘right’ trustee
  • Settlor can control who owns the PTC/ who is on the board
  • Increased personal knowledge
  • Allows for quick decision making processes
  • Allows a degree of control for confidentiality purposes
  • Any change of trustee is straightforward
  • Popular with family offices
  • Efficient structure for holding risky assets such as aircraft and ships (which institutional trustees may be less keen to act as trustee of)
  • VISTA provides perfect ownership structure for Private Trust Companies

Uses and Benefits of BVI Vista Trusts

  • Hold family business for succession planning
  • Maintain family traditions and minimise disputes
  • Avoid clash of investment approach
  • Avoid probate
  • Confidentiality
  • Control of BVI Co to manage assets
  • Economic benefit from reduced trustee involvement
  • Trustee comfort (reduced fiduciary responsibility)


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