Family Office em Maurícias
Estabeleça um family office dedicado em Maurícias para centralizar a gestão de riqueza, o planeamento patrimonial e a governação familiar.
Um family office em Maurícias oferece a famílias de elevado e ultra-elevado património líquido uma plataforma centralizada para gerir os seus ativos globais, coordenar o planeamento fiscal e sucessório, e assegurar a continuidade patrimonial entre gerações, tudo num ambiente regulatório sólido e eficiente do ponto de vista fiscal.
Core family office services
Consolidated wealth oversight
A single point of co-ordination for all the family's structures — trusts, holding companies, foundations, investment accounts and real estate holdings — providing consolidated reporting and a clear picture of the family's overall financial position.
Fiduciary and trustee services
Where the family's wealth is held through Mauritius trusts, we provide the licensed trustee function, ensuring governance, compliance and independent fiduciary oversight across all trust structures.
Corporate administration
Management of the family's Mauritius holding companies, SPVs and investment vehicles: company secretarial, director services, statutory filings, banking co-ordination and regulatory compliance.
Family governance support
Assisting with the drafting and implementation of family governance documents — family constitutions, investment policy statements, distribution policies — and facilitating family council meetings and documentation.
Investment management co-ordination
Acting as the co-ordinating point between the family's investment managers, banks and advisers — monitoring performance reporting, reviewing mandates, facilitating cash movements and ensuring proper documentation of all investment decisions.
Succession and estate planning support
Working with the family's legal advisers to ensure the overall structure reflects the family's succession wishes — reviewing letters of wishes, flagging gaps in succession planning and co-ordinating the implementation of distribution plans.
Philanthropy and charitable giving
Supporting the family's charitable objectives through dedicated vehicles — charitable trusts, foundations or donor-advised funds — and administering philanthropic distributions in accordance with the family's wishes and applicable regulations.
Setting up a family office in Mauritius
Needs assessment
We begin with a confidential assessment of the family's current structures, assets, governance arrangements and unmet needs — to design a service model tailored to the family's situation.
Structure design
We design or review the overall holding structure — trusts, companies, foundation — to ensure it reflects the family's objectives, is efficient from a regulatory perspective and is correctly situated in Mauritius.
Service scope agreement
A detailed service scope and fee structure is agreed, covering fiduciary, administrative, co-ordination and reporting services. The scope can be expanded or adjusted as the family's needs evolve.
Onboarding
Full KYC and due diligence on all family members and connected parties. Existing structures are transferred to our administration system. Third-party service providers (banks, managers, lawyers) are introduced and communication protocols established.
Ongoing management
Regular reporting to the family: consolidated asset statements, compliance calendars, governance updates and ad hoc advisory support as required. Annual review of the service scope and family situation.
Requirements for family office engagement
- Full KYC for all family members and beneficial owners of connected structures
- Overview of existing structures (trusts, companies, foundations, accounts)
- Schedule of assets by type, jurisdiction and current custodian
- Details of existing advisers and service providers
- Family governance documents (if any) — family constitution, investment policy
- Outline of succession and distribution wishes
Custos indicativos
| Item | Intervalo indicativo |
|---|---|
| Constituição de estrutura de family office | USD 10.000 – 30.000 |
| Honorários de gestão anuais (nível básico) | USD 20.000 – 50.000/ano |
| Honorários de gestão anuais (abrangente) | USD 50.000 – 150.000+/ano |
| Relatório consolidado de riqueza (anual) | USD 3.000 – 8.000 |
Coordenação de gestores de investimentos, monitorização do desempenho do portfólio e reportes consolidados de riqueza.
Estruturação de mecanismos de transferência de riqueza, acordos de governação familiar e estratégias de planeamento sucessório.
Gestão das obrigações fiscais globais da família, incluindo CRS, FATCA e requisitos de declaração internacionais.
Supervisão de todas as entidades jurídicas, trusts e outros veículos da família.
Coordenação de assuntos pessoais, imóveis familiares, filantropias e outros serviços familiares específicos.