Trust Services
Vista Partners can help you and your family protect, grow and transfer your wealth in a way that reflects your values and vision for the future. To those ends, we can help establish trusts, settle estates, and create and administer charitable endowments and foundations.
When can a Trust be used?
- Concern about financial management after death
- Leaving assets for unmotivated or disabled heirs
- Settling an Estate
- Protecting future inheritance from third parties
- Preparing for the sale of a business
- Getting a Foundation's assets in order