Home / Who we help
Family Offices and Private Clients
HNW families need structures that protect wealth across generations, accommodate complex family dynamics, and work across multiple jurisdictions — while remaining flexible enough to adapt as circumstances change.
Suitable solutions
- 01
Mauritius trust formation and trusteeship for discretionary and fixed-interest structures
- 02
Foundation structures for civil-law families and philanthropic purposes
- 03
Succession planning and estate structuring across jurisdictions
- 04
Family office consolidation under a single regulated entity
- 05
Asset-protection structures and wealth-preservation vehicles
Process
- 01
Family wealth review and succession-planning discussion
- 02
Vehicle selection: trust, foundation, or combination
- 03
Trust deed or charter drafting with family governance provisions
- 04
Asset transfer and settlement
- 05
Ongoing trustee / council administration
- 06
Periodic review and adaptation as family circumstances evolve
Documentation
- 01
Trust deed or foundation charter and regulations
- 02
Letter of wishes (trusts) or founder's statement
- 03
KYC / AML documentation for settlor, trustees and beneficiaries
- 04
Asset schedules and transfer documentation
- 05
FATCA / CRS classification and reporting
- 06
Annual administration and trustee reports
Indicative timeline
2–6 weeks depending on structure complexity and jurisdiction.
Ongoing obligations
- 01
Licensed trustee (trusts) or registered agent (foundations)
- 02
Trust deed or charter governing the structure
- 03
Beneficial-ownership records
- 04
FATCA / CRS classification and reporting
- 05
Trustee fiduciary duties or council governance obligations
- 06
Periodic review of beneficiaries and distributions
Relevant team member
Akhshee Guzadhur
Director
Qualified accountant and ACCA member. Former Trust Officer at Citco (Mauritius) Limited. Leads private-client and succession engagements.
Related services
Get started
Start with a conversation.
Tell us what you're building and where you're based. We'll show you if Mauritius is the right solution, and if it is, design the structure that fits.