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Specialism: Trustees Private Client Trustees
Company: Saffery Champness
Location: St Sampson, Guernsey
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2017 Magic Circle Awards
Trustee of the Year
2017 Powerwomen Awards
Woman of the Year: Business Growth (Professional Services) | Silver
2018 Powerwomen Awards
2018 Woman of the Year - Business Services | Bronze
Lisa Vizia currently has no Citywealth award
Average client size: Over £25 million
Fixed fee offering: Yes
Number of offices globally: 1-5
Lisa Vizia currently has no contact details
Lisa Vizia currently has no reviews
Managing a trust with assets over USD 2.5 billion for a Middle Eastern ruling family
Lisa Vizia manages a trust structure with assets in excess of USD 2.5 billion for a single family office for a Middle Eastern ruling family. Her team works in partnership with the client’s family office and deal with the entire affairs of the principal, and other family members, adding value by offering strategic input to the overall position of the client.
They manage all the client’s global investment assets, which comprise hedge funds, private equity, fixed interest investments, commercial and residential property and hotels/hotel developments in Europe and South Africa. They also deal with the client’s luxury personal assets, including private residences, superyachts and aircraft. This has involved the acquisition and development, building, operation and staffing of such assets.
All of the above assets are structured within multiple trusts and around fifty-five companies across more than fifteen jurisdictions where the firm acts as trustee and directors who actively manage and administer the underlying assets.
The team also provides consolidated financial reporting services to the family office, as well as investment monitoring for the various asset classes and regularly participates in round table discussions with the CIO and trusted adviser for the family.
Shari’a Estate Administration with assets over USD 6 billion
Following the demise of a family patriarch of a Middle Eastern dynastic family, Lisa and her team worked with the Family Office and Trusted Adviser in reconciling and reporting all assets of a multi-billion dollar Estate across more than 70 companies and over 20 jurisdictions.
Lisa and her team appointed top tier international lawyers to assist in co-ordinating the legal and tax advice. Shari’a advice was obtained to interface the 15 probates required and to interpret Shari’a law with the Proper Law of the Trusts. Lisa continues her key role acting as Trustee, administering assets, obtaining probates and liaising with the Heirs on Shari’a Estate matters and restructuring and distributions thereon.
Administering a global Art Foundation
Lisa and her team established and administer an Art Foundation structure involving substantial fine art, antiquities and jewellery which are exhibited globally.
Lisa and her team have developed over time a key understanding of the complexity and specialist knowledge regarding the acquisition of art related assets. She is therefore able to identify and manage the risks and provide a value-added service to her clients.
In this respect Lisa liaises with all the client’s specialist advisers in relation to the complexities of this structure, including:
- Loaning of pieces to museums;
- Full exhibitions in museums worldwide;
- Donations to museums;
- Purchase and sale of pieces;
- Specialist storage of artefacts;
- Import and export of pieces across jurisdictions;
- Structuring of companies to own specific pieces.