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