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Private Wealth

Governance Built to Outlast One Generation

Wealth without governance rarely survives the second generation. We build and run the infrastructure, from single and multi-family offices to the frameworks that align family members, values, and decision-making across generations, so a family's capital outlasts any one individual's stewardship.

Overview

Overview

Family Office & Governance covers the operating infrastructure a family runs its wealth through, and the frameworks that govern how the family itself makes decisions. That spans single and multi-family office set-up, family constitutions and councils, next-generation preparation, and the giving strategy that increasingly sits alongside a family's financial affairs.

None of this works in isolation. A family office is only as useful as its integration with the trusts, foundations, and holding structures it reports on, and governance is only durable if the family has actually agreed on how decisions get made. We build both pieces together, coordinated with the structures already in place.

Integrated
Built to Work With Existing Structures
Family office infrastructure designed to plug directly into a family's existing trusts, foundations, and holding companies, rather than operate as a separate silo.
Licensed
A Regulated Office, Not an Informal Arrangement
Mauritius family offices operate under a formal licensing framework, giving the office legal standing and independent oversight rather than an ad hoc in-house arrangement.
No Exchange Controls
Capital Moves Without Restriction
Mauritius imposes no exchange controls, so a family office can move capital in and out of the jurisdiction without the restrictions common elsewhere.

What We Provide

Key Features

01
Single & Multi-Family Office Set-Up
Establishing SFO or MFO infrastructure sized to a family's scale, from standalone offices to shared platforms for families not yet at single-office scale.
02
Family Governance Design
Family constitutions, councils, and decision-making frameworks that set out how the family governs itself, not only how its assets are held.
03
Next-Generation Preparation
Structured roles that build rising generations' judgment and accountability before larger wealth responsibilities transfer to them.
04
Philanthropy & Impact Integration
Giving strategy folded into the family's governance framework, rather than treated as a separate, ad hoc activity.
05
Consolidated Reporting & Oversight
Reporting that draws together a family's structures, investments, and giving into a single, coherent picture.
06
Coordination With Wealth Structures
Family office operations aligned with the trusts, foundations, and holding structures already in place, so governance and structure move in step.

What We Offer

Our Offering

Single Family Office (SFO)
An office built and run around one family, covering consolidated reporting, investment oversight, and day-to-day financial administration.
Learn More about Single Family Office (SFO) →
Multi-Family Office (MFO)
Shared family office infrastructure, giving families not yet at single-office scale access to similar capabilities on a shared basis.
Learn More about Multi-Family Office (MFO) →
Family Governance & Next-Gen Advisory
Family constitutions, councils, and structured next-generation involvement, designed to align decision-making across generations.
Learn More about Family Governance & Next-Gen Advisory →
Philanthropy & Impact Advisory
Giving strategy and grant governance, including vehicle selection and structured roles for rising generations within the giving programme.
Learn More about Philanthropy & Impact Advisory →

Process

How It Works

01
Objectives & Scale Assessment
Understanding the family's wealth, structures, and administrative needs to determine whether a single or multi-family office fits, and what governance is already in place.
02
Governance Framework Design
Recommending the constitution, council structure, or decision-making process that fits the family's circumstances.
03
Office Structuring
Establishing the SFO or MFO, including licensing and the operating infrastructure it requires.
04
Integration With Existing Structures
Aligning the office and governance framework with the family's trusts, foundations, and holding structures.
05
Next-Generation & Philanthropy Onboarding
Building the structured roles through which rising generations engage with governance and, where relevant, the family's giving programme.
06
Ongoing Operation & Review
Running the office's day-to-day operations and reviewing the governance framework periodically as the family's circumstances evolve.

Practical Considerations

Requirements & Eligibility

When This Service Applies

  • A family's wealth and administrative needs have outgrown ad hoc, informal management
  • A family wants formal governance to align decision-making and prepare the next generation for wealth responsibility
  • A family's giving has grown beyond ad hoc donations and needs a documented, accountable strategy
  • A family office already exists but needs to be better integrated with the family's trusts, foundations, or holding structures

What You'll Need

  • Clarity on the family's current administrative arrangements and where they fall short
  • Standard KYC/AML documentation for the principal family members
  • A view on which family members should be involved in governance design, and to what degree
  • Details of any existing trusts, foundations, or holding structures the office will need to work with

Common Questions

Frequently Asked Questions

It depends on scale and complexity. A Single Family Office makes sense once a family's wealth and administrative needs justify dedicated infrastructure; a Multi-Family Office gives access to similar capabilities on a shared basis for families not yet at that scale. We advise on which fits current needs, with a path to transition later.
It sets out, in writing, how the family makes decisions together, over the office, over shared assets, and over larger questions like succession and philanthropy. It doesn't replace the legal structures holding the wealth; it governs how the family uses them.
Giving decisions are often among the first shared decisions a multi-generational family makes together, which makes philanthropy a practical, lower-stakes way to build governance experience and involve rising generations before larger wealth responsibilities transfer.
Yes, subject to the requirements of both the originating jurisdiction and Mauritius licensing rules. We advise on the restructuring or relocation and coordinate the licensing work involved.
We design graduated roles, reviewing reports, attending governance meetings, participating in the giving programme, before progressing to voting rights on a family council. This builds judgment and accountability incrementally, rather than transferring full authority all at once.
Yes. Family office operations and governance discussions are handled with the same discretion expected at the family-office level, throughout every part of the engagement.

Continue Exploring

Related Services

Private Wealth
The full private wealth practice, spanning structuring, family office, and residency services.
Learn More about Private Wealth →
Wealth Structuring & Succession
For families whose family office needs to be integrated with a trust, foundation, or broader succession plan.
Learn More about Wealth Structuring & Succession →
Residency, Relocation & Lifestyle
For principals and family members whose relocation to Mauritius should be aligned with the family office's operations.
Learn More about Residency, Relocation & Lifestyle →

Ready to Formalise How Your Family Manages Its Wealth?

Speak with our private client specialists about setting up a family office or building a governance framework that fits your family.

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