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Aerial view of Mauritius coastline
信託・受託サービス

毛里求斯のマルチファミリーオフィス

複数のファミリーが共有する機関投資家レベルのファミリーオフィスサービス—プロフェッショナルなガバナンス、受託専門知識、包括的な管理をアクセスしやすいコストで提供。

マルチファミリーオフィス(MFO)は、ファミリーオフィスのサービス—受託監督、統合報告、ガバナンスサポート、投資コーディネーション—を複数の裕福なファミリーに同時に提供します。インフラ、コンプライアンス、専門知識、テクノロジーの固定コストを複数のクライアントファミリーで共有することで、MFOは単独のシングルファミリーオフィスでは小規模の資産規模では正当化できないコストで機関投資家レベルのサービスを提供します。

What the multi-family office model provides

Shared infrastructure, personalised service

Each family's structures are administered independently and with full confidentiality. The shared model relates to the back-office infrastructure — technology, compliance, expertise — not to the sharing of any family's information or assets with other families.

Licensed trustee and fiduciary services

Every family receives the same licensed professional trustee services, with independent fiduciary governance and the full compliance framework required under FSC regulations.

Consolidated reporting across structures

We provide each family with a consolidated view of their Mauritius structures — trusts, companies, investments — in a single periodic report, removing the need to chase information from multiple providers.

Access to specialist expertise

Clients benefit from in-house expertise across trust law, corporate governance, tax compliance, CRS/FATCA and investment oversight — expertise that no single family could cost-effectively maintain independently.

Governance and succession support

We assist with family governance frameworks, letters of wishes, distribution planning and inter-generational transition — services that are as important for mid-market families as for the very largest.

Scalable as wealth grows

A client who begins with a multi-family office relationship can transition to a more bespoke service level — or to a single-family office model — as their wealth and complexity grows, without changing provider.

Joining the multi-family office

01

Initial consultation

We discuss your family's situation, existing structures, objectives and the services you require. We confirm whether the MFO model is the right fit.

02

Structure review and design

We review your existing or proposed structures and recommend any changes required to bring them into the Mauritius framework efficiently.

03

KYC and onboarding

Standard KYC is completed. Existing structures are transferred to our administration platform. A dedicated relationship manager is assigned.

04

Service commencement

We assume responsibility for the agreed services. You receive your first consolidated report within the agreed reporting cycle.

Eligibility and requirements

  • Minimum recommended wealth level of USD 5 million across Mauritius structures
  • Willingness to engage in full KYC and source of wealth assessment
  • Mauritius-based or Mauritius-connected structures (trusts, companies, foundations)
  • Appointment of a single family representative as primary contact
  • Agreement to the MFO service terms and fee schedule

Indicative multi-family office fees

MFO fees depend on the number of entities, types of services and level of activity. A detailed fee proposal is provided after the initial assessment.
Item Indicative range
Annual MFO administration retainer (per family) USD 12,000 – 35,000
Trustee fees for underlying trusts (per trust) USD 5,000 – 15,000
Company administration (per entity) USD 2,500 – 6,000
Consolidated reporting (included in retainer) Included

Frequently asked questions

私の情報は他のファミリーと共有されますか?
絶対にありません。すべてのファミリー情報、構造、資産は厳格な機密性のもとで管理されます。マルチファミリーモデルはインフラと専門知識の共有のみに関するものであり、クライアントデータや資産の共有とは無関係です。
後でシングルファミリーオフィスに移行できますか?
はい。当社のサービスモデルはスケーラブルです。MFOの仕組みからニーズが成長したファミリーは、プロバイダーを変更したり構造を中断したりすることなく、カスタムなシングルファミリーオフィスモデルに移行できます。
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