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Family office services

In the ever-evolving global market, family offices must navigate complex challenges to protect their wealth. Our professional family office services support you in safely and effectively managing your assets, ensuring compliance and unlocking new wealth-building opportunities. Mauritius has earned a strong reputation as a premier international financial centre, offering a unique springboard for business in Asia and Africa. Over the years, Mauritius has expanded its private wealth offerings, including the latest addition of family office structures, responding to the emergence of an ultra-high net worth (UHNW) segment in the region.

 

Scope of our family office services

  • Establish family office structure and implement management/governance frameworks
  • Facilitate appointment of key functionaries, providing administration, compliance and accounting services
  • Set up underlying vehicles like trusts, foundations, employee benefits and private funds
  • Provide financial reporting and asset/investment monitoring through our bespoke technological platform

Family structuring in Mauritius

Two licences:

  • Family Office (Single) Licence (SFO)
  • Family Office (Multiple) Licence (MFO)

Numerous benefits:

  • Access to a ten-year tax holiday, subject to meeting substance such as minimum employment and expenditure requirements

Services include:

  • Administration and management of investments, assets/estate(s)
  • Management of accounting and reporting
  • Administration and management of disaster recovery planning and risk management
  • Establishing family governance, wealth strategies, family board(s) including family charter(s)
  • Providing tax advisory and compliance services
  • Advising on wealth planning and protection

Get in touch

Our expert team has over 30 years’ experience supporting family offices globally. We have specialised financial knowledge across all asset classes and regions and we’re dedicated to helping you exceed your goals. With IQ-EQ, you can trust your family office will be in capable hands, allowing you to focus on what matters most.

Contact us to learn more about our extensive family office services.

Make an enquiry

Family office FAQs

 

What is a family office?

Family offices are companies that are set up to manage funds and assets for wealthy individuals and families, they are often limited partnerships or limited liability companies. These companies will offer a range of financial services, including investment services and asset management, to help them manage and grow their wealth.

What is the difference between a single-family office and a multi-family office?

The main difference between single and multi-family offices is the number of clients they have. Single-family offices serve wealth management services to a sole individual, whereas a multi-family office will provide these services to multiple families that have combined their assets.

What is a virtual family office?

Unlike traditional family offices, a virtual family office is when a team of professionals are brought together to manage wealth and assets. This flexible and efficient approach creates a more holistic wealth management solution.

Why is family office support so important?

Family offices provide a secure and private way for families and individuals to store and manage their finances and assets, giving access to trusted individuals. Not only do family offices support wealth management, but they also support lifestyle and philanthropy endeavours – making sure every aspect of your wealth is effectively managed.

Working with IQ-EQ has been seamless – you and your team understand our business, advise us appropriately, and handle your side of our collective partnership so that we can focus on making good investment decisions. Evan Gibson SVP, Merchants Capital

Get in touch with us today

We’re ready to listen.

Make an enquiry

Interested in joining our team?

We are always on the lookout for passionate people that possess IQ and EQ to join our growing team.

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