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Wealth Advisory & Structuring
- Assistance with structuring of vehicles for wealth management, estate planning or asset protection, based on your requirements
- Succession & inheritance planning, including transaction support and implementation
- Customised real estate solutions
- Tailor-made wealth management services – Sourcing of investment opportunities through our collaborators (funds, banks, real estate, stocks, among others)
- Assistance in entering into any transactions and holding assets or for private wealth management and estate planning by high net worth individuals
- Assistance to preserve and enhance family wealth and establish a legacy for future generations within a well-regulated environment
- Advising wealthy families with corporate interests on the best means to preserve wealth while enabling growth and development of their business holdings
Trust & Foundation
- Establishment of Trusts (Discretionary, Charitable, Purpose), Mauritius Foundations, Seychelles Foundations, Limited Partnerships
- Re-domiciliation of Trusts and Foundations
- Assistance on tax planning/ opinions for different jurisdictions
- Establishment of Foundations for wealth management, succession and inheritance planning and general asset-holding purposes
- Long term wealth management strategy, helping to preserve wealth through the generations without the problems usually created by taxation, probate requirements, succession laws, expropriation and foreign exchange controls
- Provision for Trusteeship or Council Member or Directorship services
Compliance, Administration & Accounting
Administration
- Assistance in the day to day administration of the company, including preparation of resolutions, agreements and other corporate documents
- Arranging and attending to board meetings
- Facilitation and filing of statutory changes with authorities
- Banking solutions – management of bank accounts, including facilitation to access a panoply of local and international banks
- Introduction and assistance with professional collaborators such as law firms in different jurisdictions
- Any secretarial or administrative solutions for the day to day running of the company
Accounting
- Maintenance of accounting records
- Preparation of monthly/ quarterly/ yearly management accounts
- Preparation and filing of tax returns with the Mauritius Revenue Authority
- Liaison with auditors
Compliance
- KYC/ Due diligence services through leading screening tools
- Assistance on compliance with international compliance standards, like FATF and AML obligations
Free Consultation
Our team of professionals will gladly assist for further information
