Each family is different and there cannot be a cookie-cutter approach to managing your family’s wealth. Whether it is preserving capital, providing an income stream for future generations or safeguarding assets through bespoke planning, we carefully devise the solution that meets your needs for today and achieve your aspirations for tomorrow.
We assist with the establishment of Trusts, Foundations and other asset-holding vehicles to facilitate succession and inheritance planning. Once the preferred structure is set up, we make sure it runs smoothly. We provide trustee, foundation’s council members and other fiduciary services to manage the preferred structure in a compliant way.
Our experts have many years of experience in setting up and managing Trust and Foundation structures and can navigate the complexity of providing global solutions for you.
Mauritius is often considered a favourable location for Trust and administration due to its political stability, professional services industry and favourable tax policies. Managing assets in the form of a Trust has many benefits, including tax efficiency, estate planning, asset transfers and protection from forced heirship rules. A Trust can also help expedite probate delays.
A Trust is a legal arrangement used for those with estate planning needs: it is where a Settlor legally transfers the assets to the Trustees, who safeguards and managed the assets for the benefits of the Beneficiaries. In some cases, the Settlor can appoint a Protector with various powers.
As a privately owned company that relies on no external funding and third-party interference, you can rest assured that your assets are safe and secure with us. Our pledge to you is transparency in protection, confidentiality and security. We will ensure that the Trust is in compliance with the governing law and that it is being managed under the terms of the Trust deed.
With Trust, we can manage assets with ease. We are a team of professionals with industry experience. We are committed to providing you with a seamless and reliable service.
Asset protection, much like insurance, requires a plan before you need to use it. Asset protection structure effectively shield a business’ assets from future unexpected third-party threats.
Foundations have been around for hundreds of years, particularly in civil law jurisdictions. It was introduced in 2012 in Mauritius by the Foundation Act.
Foundations are often regarded as a popular wealth management vehicle besides Trusts. Family members can be beneficiaries to obtain the benefits of the Foundation, while they also participate in the operation of the Foundation for rewards. Foundations help maintain family wealth and other uses can include participation in charitable and public welfare affairs.
Unlike a Trust, a Foundation can continue in perpetuity.