+44 (0)1481 705349

Lisa Vizia

Director  |  Saffery Champness
JURISDICTIONS QUALIFIED IN

Guernsey
Cayman Islands
British Virgin Islands

Society of Trust and Estate Practitioners (STEP) since 1997
Institute of Directors (IoD)

I am based in Guernsey so have expertise in Guernsey and Cayman trusts, foundations and companies, however I administer and act and Trustee and Director of trusts and companies from multi-jurisdictions so I have expertise in several other jurisdictions, predominantly in relation to Cayman Law Trusts and Cayman Companies as well as companies in Bermuda, BVI, Bahamas amongst others.
I also predominantly work with Middle Eastern Families in relation to client jurisdictions and also with some Russian Families.

TOP 3 AREAS OF EXPERTISE

Working with Family Offices/being trusted adviser
Middle East structures/ Shari’a Law understanding
Non-standard assets and investments

RECOMMENDED SPECIALISMS

Exotic Assets
Multi-National Families

Q&A

What has been the highlight of your practice over the past 12 months?

Following the demise of a Middle Eastern Ruling Family principal, I worked with the Family Office and the principal’s Trusted Adviser to identity, reconcile and report on all assets and liabilities across over 70 companies and 20 jurisdictions for a multi-billion dollar Estate and Trust Structure. This included coordinating legal and tax advice, obtaining Shari’a advice to interface the multiple probates for the Estate assets and also interpreting Shari’a law with the proper law of the Trust being Cayman. Proceedings are being conducted in Cayman to obtain a blessing for a momentous decision for the administration and distribution of assets for the benefit of the Heirs in accordance with Shari’a law. I met all the Heirs and explained the concept of the Trust, interface with Shari’a Law and the Court Application.

What advice would you give rising stars/new lawyers in the private client world?

It’s not rocket science; Work hard. You have to love what you do and have passion and enthusiasm to progress. Take advantage of all development opportunities you can, both technical and soft skills, all of this will help you now and in the future. I have worked with great people and my advice would be to surround yourself with excellence – don’t be afraid of people who know more than you, learn from them. Asking for help and learning from mistakes is a strength not a weakness. Share your successes with others, teamwork is everything.

What sets you apart from your peers?

I put this to some of the advisers I work closely with. These are their words, not mine!

“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.”

“Unlike many trust company directors Lisa immerses herself in the role, having detailed personal knowledge of the issues, and is confident and experienced enough to deploy it to drive projects and lead the decision-making.”

“Lisa has unparalleled experience with families in the Gulf making her a very safe pair of hands.”

“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.”

What is your favourite quote?

“Treat others how you want to be treated.”
Plus one that I have stolen from Jean Luc Picard: “Make it so”.