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Lisa Vizia

Director

Specialism: Trustees Private Client Trustees

Company: Saffery Champness

Location: St Sampson, Guernsey

Citywealth rating

4.27778
Average: 4.3 (9 votes)
Fee Level:
4.11111
Average: 4.1 (9 votes)
Quality of Advice
4.333335
Average: 4.3 (9 votes)
Communications Skills
4.333335
Average: 4.3 (9 votes)
Interpersonal Skills
4.333335
Average: 4.3 (9 votes)
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Peer review:

Lisa and her team set themselves apart from their competitors in their ability to truly understand their client’s business and requirements in detail, in their commercial approach to complex issues as well as their quick responses and turnaround times. I have worked with Lisa and her team for 8 years and would not hesitate to trust Lisa to handle even the most complex or sensitive matters, which is why Safferys continue to be my first port of call. Lisa has a genuine passion to learn about her client’s interests and as a result she is very knowledgeable in a wide variety of markets and industries. Lisa has unparalleled experience with families in the Gulf making her a very safe pair of hands. Lisa provides a great deal of support to her clients and to her professional advisors in keeping them up to date on changing legislation and in-depth industry knowledge, going above and beyond to provide the best service. As well as providing an excellent service, Lisa and her team are approachable and a joy to work with.

08 Aug 2019

Private client review:

Being able to draw upon over two decades of experience and knowledge of dealing with UHNW families is one of the factors that differentiates Lisa and her team. In addition, Lisa has developed strong relationships with other professional service providers making her a valuable first call for reliable and impartial advice.

24 Jul 2019

Private client review:

I have known Lisa for a number of years and she is a delightful person to work with. The matter we have been involved in together is highly complex and involves many different jurisdictions. She runs a happy team of talented people. Whilst having a tremendous overall grasp of the complexity of a matter she is also unfailingly thorough and no detail escapes her eagle eye. Nothing is too much trouble for her to ensure she gets the best answer and provides an excellent service for her client. She is clearly one of the best in her field.

24 Jul 2019

Peer review:

Lisa is very bright, approachable and commercial. She has an incredible ability to grasp complex issues and recollect from memory the finer details of a case. One of Lisa's greatest strengths is her sense of business acumen. Lisa and her team are very responsive and have built long-lasting relationships in the Gulf region, which enables them to tailor their service to the needs and attitudes of their clients.

04 Apr 2018

Peer review:

Lisa and her team are hands on, practical and commercial. More importantly they are responsive, accurate and approachable. Their various long-standing relationships with clients in the Gulf region and consequent valuable experience means that for me Safferys are without doubt a safe pair of hands and my first choice.

07 Feb 2018

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If ticked your name and company will not be shown under your review of this person. However, entering your details is essential, as we will not publish any review we cannot verify. Please note you are not allowed to rate or review individuals who work for the same company as yourself.

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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

Saffery Champness

Number of offices globally: 1-5

Lisa Vizia currently has no contact details

Peer review:

Lisa and her team set themselves apart from their competitors in their ability to truly understand their client’s business and requirements in detail, in their commercial approach to complex issues as well as their quick responses and turnaround times. I have worked with Lisa and her team for 8 years and would not hesitate to trust Lisa to handle even the most complex or sensitive matters, which is why Safferys continue to be my first port of call. Lisa has a genuine passion to learn about her client’s interests and as a result she is very knowledgeable in a wide variety of markets and industries. Lisa has unparalleled experience with families in the Gulf making her a very safe pair of hands. Lisa provides a great deal of support to her clients and to her professional advisors in keeping them up to date on changing legislation and in-depth industry knowledge, going above and beyond to provide the best service. As well as providing an excellent service, Lisa and her team are approachable and a joy to work with.

08 Aug 2019

Private client review:

Being able to draw upon over two decades of experience and knowledge of dealing with UHNW families is one of the factors that differentiates Lisa and her team. In addition, Lisa has developed strong relationships with other professional service providers making her a valuable first call for reliable and impartial advice.

24 Jul 2019

Private client review:

I have known Lisa for a number of years and she is a delightful person to work with. The matter we have been involved in together is highly complex and involves many different jurisdictions. She runs a happy team of talented people. Whilst having a tremendous overall grasp of the complexity of a matter she is also unfailingly thorough and no detail escapes her eagle eye. Nothing is too much trouble for her to ensure she gets the best answer and provides an excellent service for her client. She is clearly one of the best in her field.

24 Jul 2019

Peer review:

Lisa is very bright, approachable and commercial. She has an incredible ability to grasp complex issues and recollect from memory the finer details of a case. One of Lisa's greatest strengths is her sense of business acumen. Lisa and her team are very responsive and have built long-lasting relationships in the Gulf region, which enables them to tailor their service to the needs and attitudes of their clients.

04 Apr 2018

Peer review:

Lisa and her team are hands on, practical and commercial. More importantly they are responsive, accurate and approachable. Their various long-standing relationships with clients in the Gulf region and consequent valuable experience means that for me Safferys are without doubt a safe pair of hands and my first choice.

07 Feb 2018

Start Ratings
Written Review
Your Details
If ticked your name and company will not be shown under your review of this person. However, entering your details is essential, as we will not publish any review we cannot verify. Please note you are not allowed to rate or review individuals who work for the same company as yourself.

Your personal data is used for internal purposes only and is never sold or shared. For any enquiries, please email assistant editor April French at afrench@citywealthmag.com

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.