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Your financial concierge

Looking after you,
your family
& your legacy.

Personal advice for individuals, families and business owners. We bring specialist expertise together to help you plan for what matters.

Speak to our team

About VITA Private

Financial advice
built around you.

A personal relationship, with your wider interests in view.

Business decisions shape family life. Personal priorities influence your plans for the future. VITA Private brings these connections into focus, acting as a central point of coordination for you and your advisers.

We help you see the whole picture, bring the right specialists together and turn a considered strategy into action.

Meet the people behind VITA

How we can help

Our services

Personal, family and business interests.
Considered together, supported by
the right expertise.

Illustrative meeting space overlooking the River Thames in London

Business advisory

From business structure to CFO support, bring your commercial ambitions and personal priorities into the same conversation.

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Tax advisory

Coordinate UK and international tax considerations with specialist advisers, as part of a plan shaped around you.

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Financial planning

Connect wealth structuring, family priorities and long-term planning, with access to the right financial specialists.

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Legal & governance

Bring legal expertise and governance into your wider strategy, with a network of specialists working together.

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M&A & exit planning

Navigate ownership changes, business exits and succession with a coordinated team and a clear view of what comes next.

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ESG consulting

Embed environmental, social and governance considerations into your organisation, strategy and long-term plans.

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Our people

Meet our team

Good advice begins with understanding. Meet the people who bring your priorities, your advisers and your plans together.

Get to know us
Harish Dass, Director and Founder of VITA Private

Harish Dass

Director & Founder

Reshma Shah, Director of VITA Private

Reshma Shah

Director

Our experience

Supporting families
and businesses

Explore VITA’s case studies

Family & succession

Family succession

A demerger between two high-net-worth families, supporting greater autonomy and succession planning.

Demerger

Property & structuring

Property structuring

Restructuring and refinancing a residential investment portfolio alongside a global law firm and leading tax counsel.

Property incorporation

Business & growth

Business transition

Supporting private equity and venture capital funding rounds, including Enterprise Investment Scheme clearance.

Business exit

Contact VITA Private

Let’s talk about
your priorities.

Tell us what matters to you. We’ll explore how VITA Private
can bring a clearer perspective to your financial world.