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Vista offers an array of expertise in investment and advisory services, financial planning as well as specialized consulting services for high net worth individuals, families and corporations. Vista also works directly with Attorneys, CPAs and licensed professionals in these areas.
Specialized Consulting Services
INDIVIDUALS AND FAMILIES
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Tax Strategies
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Alternative Investments
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Global Diversification Strategies
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Family Business Consulting
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Reviews of:
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Estate Plans
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Insurance
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Trusts/Wills
TRUST SERVICES
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Individual Trusts
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Living/Charitable Remainder Trusts
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Specialty and IRA Rollover Trusts
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Asset Protection Trusts
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Planned and Charitable Giving
CORPORATE CONSULTING SERVICES
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Investment Banking
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Exit Strategies
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Global Diversification Strategies
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Acquisition Structure and Strategy
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Hedging Strategies
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Structure and Management of Qualified Plans such as 401K and Pension Plans
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Family Businesses, Partnerships and Boards
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Corporate Boards
RISK MANAGEMENT (Individual & Corporate)
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Life Insurance
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Business Insurance and Buy/Sell Agreements
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Annuities
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Disability
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Long-term Care Insurance
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