Услуги семейного офиса
Комплексные услуги по управлению активами и семейному офису для состоятельных семей.
Наши услуги семейного офиса предоставляют индивидуальные интегрированные решения для защиты, приумножения и передачи активов вашей семьи через поколения.
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
Indicative family office service costs
| Item | Indicative range |
|---|---|
| Annual family office retainer (core services) | USD 30,000 – 80,000+ |
| Trustee fees for underlying trusts (per trust) | USD 5,000 – 20,000 |
| Corporate administration (per entity) | USD 3,000 – 8,000 |
| Ad hoc advisory and project work | Hourly or agreed project fee |