Client profile: A former financial services professional and tech investor.

Challenges: With considerable funds at disposal, our client required all-round support to make investments and manage his funds and properties across the world, and commitment in the long term.

Vistra services provided: From investment, real estate, trust portfolios, corporate services, marine and aviation services to the set-up of a single-family office.

In long-standing private wealth client relationships, many often lasting decades, nothing stands still, and requirements typically evolve over time – either organically, through a significant event, or a combination of both.

This is true of a private wealth relationship that Vistra has had for more than 10 years with one particular client – a former financial services professional who realised a significant return when a tech company he had invested in was acquired in 2009.

With considerable funds at his disposal, he decided to make multiple investments – these included more tech businesses, as well as in other sectors. At the same time, another objective was to build a prime commercial and residential property portfolio, initially in London but expanding into other countries.

Alongside this, the client, a non-UK citizen also wanted to review his tax residency status.

These projects weren't all undertaken at the same time – rather they were spread across a ten-year period, and involved considerable, detailed work on the part of Vistra, because of the sheer variety of investments undertaken during this time. Ultimately, multiple trust structures and underlying companies were created – indeed, there are currently over 100 underlying companies in the whole portfolio.

Work across these companies has been incredibly diverse and has involved banking arrangements, corporate secretarial work (including for listed companies) and considerable ad hoc support with jet charters, recruitment, financing opportunities, and yacht purchase and registration.

Vistra's broad range of services were able to provide clear and strategic solutions to protect and grow the client's wealth. This culminated in working with the client to establish a single Family Office which we continue to support today.

The content of this article is intended to provide a general guide to the subject matter. Specialist advice should be sought about your specific circumstances.