As your wealth, assets and family grows, so does the complexity of financial instruments required to safeguard them and ensure you leave a lasting legacy.
Vita has over a decade’s experience serving as a one-stop-shop for the financial needs of high net worth individuals around the world. Through our experienced team of specialists, strong relationships with a wide range of global financial institutions, and a client-centric approach, we help carve out the ideal path to your financial security that ensures peace of mind for you and your family.
We help create an investment structure for multiple investments – typically from industry-leading global financial institutions to hold diverse assets like stocks, bonds, mutual funds, ETFs, structured notes all under a single account. It is a secure investment vehicle that allows tax efficient returns while providing our clients with diverse investment tools that help reduce the risk factor with exposure to the global markets.
We provide advisory support on succession planning, key person insurance & business shareholder protection
Our team of experts facilitates the process under which High Net Value Insurance is financed to provide end to end solution