Family Office Services in Mauritius
A comprehensive, co-ordinated service platform for high-net-worth and ultra-high-net-worth families — combining fiduciary, administrative, governance and advisory services in Mauritius.
A family office is a private organisation that manages the financial, administrative and governance affairs of a single wealthy family. For families with significant wealth held across multiple structures, jurisdictions and asset classes, a family office provides the integration, oversight and continuity that cannot be achieved by managing each element separately. Mauritius — with its favourable tax environment, treaty network, well-regulated financial services sector and strategic location between Africa and Asia — has become an established base for family office operations serving African, Asian and international families. We provide a comprehensive single-family office service from Mauritius, encompassing fiduciary, corporate, administrative and co-ordination services. Our licensed trustee entity (FSC-authorised) serves as the fiduciary anchor, supported by corporate administrators, accountants and relationship managers who together cover every dimension of the family's Mauritius footprint. From a single consolidated reporting portal, the family sees its trusts, holding companies, investment accounts and real estate positions as a coherent whole — not as a collection of unrelated structures.
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. We aggregate data from all custodians and managers into a single periodic report, enabling the family to monitor performance, liquidity and concentration at the portfolio level.
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. Our trustee committee reviews distribution requests, approves investment mandates, documents decisions by formal resolution and maintains full compliance with the Trusts Act 2001 and FSC requirements.
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. This includes maintenance of the registered office, preparation of board minutes and resolutions, and liaison with the Registrar of Companies and the FSC.
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. We help families establish clear decision-making frameworks that reduce conflict and provide a durable framework for wealth management across generations.
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. We provide a consolidated investment oversight function without ourselves providing regulated investment advice.
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. We also assist with the preparation of memoranda of wishes and ensure they are kept current as the family's circumstances evolve.
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. We can assist with the establishment and ongoing administration of a dedicated charitable foundation registered in Mauritius.
Tax and regulatory co-ordination
Co-ordinating with the family's tax advisers across all relevant jurisdictions to ensure Mauritius structures are compliant with CRS, FATCA and any domestic reporting obligations. We prepare the information required by the family's advisers and ensure that annual filings with the Mauritius Revenue Authority (MRA) and the FSC are completed accurately and on time.
Banking and treasury management
Assisting with the opening and maintenance of bank accounts for Mauritius entities, co-ordinating payment instructions, managing signatories and ensuring that treasury movements are properly documented. Where the family requires multi-currency liquidity management, we co-ordinate with the relevant banking providers to ensure seamless execution.
Next-generation and education support
Supporting the family in preparing the next generation for the responsibilities of wealth — including involvement in family council processes, education on the structures held, and assistance with the establishment of separate vehicles for next-generation members as appropriate.
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. This typically takes the form of a structured interview with the family's principal adviser or the family principal directly, and results in a written summary of our observations and recommendations.
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. Where gaps or inefficiencies are identified in existing structures, we propose remediation in collaboration with the family's lawyers and tax advisers.
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. We issue a formal engagement letter setting out the services, fees, reporting standards and governance arrangements.
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. We target onboarding completion within 4–6 weeks of engagement confirmation, depending on the complexity of the family's affairs.
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 — ensuring the family office model continues to reflect the family's evolving needs, size and generational composition.
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
- Source of wealth documentation for the family principal(s)
- Details of any pending legal proceedings, tax disputes or regulatory enquiries involving family assets
- Information on any US persons, politically exposed persons (PEPs) or other enhanced due diligence categories within the family
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 |
| Foundation administration (per foundation) | USD 4,000 – 10,000 |
| Consolidated reporting (annual) | USD 2,000 – 6,000 |
| Ad hoc advisory and project work | Hourly or agreed project fee |