Services / Private Solutions / Trust Setup
Trust Setup
Trust formation, trusteeship and beneficiary administration for family wealth.
Mauritius trust formation and ongoing trusteeship. We establish the trust deed, appoint trustees, settle assets and manage beneficiary distributions — designed to protect wealth across generations.
What's included
- 01
Trust deed drafting and execution
- 02
Trustee appointment and resignation
- 03
Asset settlement into trust
- 04
Beneficiary identification and classes
- 05
Distribution administration
- 06
Trust accounting and reporting
- 07
Protector appointment
- 08
Variation and amendment of trusts
- 09
Cross-border trust coordination
- 10
Charitable and purpose trusts
Designed For
HNW families
Multi-generational wealth protection and succession.
International families
Cross-border asset holding with flexible beneficiary arrangements.
Entrepreneurs
Ring-fencing business wealth from personal exposure.
Philanthropic families
Charitable and purpose trusts for social impact.
How we work
- 01
Discovery
Family objectives, assets, beneficiaries, jurisdictions.
- 02
Structure
Trust type, deed terms, trustee selection.
- 03
Drafting
Trust deed prepared, legal review, execution.
- 04
Settlement
Assets transferred, bank accounts opened, registers updated.
- 05
Ongoing
Trustee duties, distributions, accounting, compliance.
Vehicles we use
Markets we serve
Related services
Common questions
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Discuss your wealth structure
Whether you're establishing a trust for the first time or reviewing an existing structure, we'll design a solution that protects your family's wealth across generations.