Helping Families and their Businesses
Wealth management has become one of the most attractive prospects in terms of business expansion in Mauritius with the Overseas Family Office introduced as a newly licensed scheme since 2016.
The concept of the Family Office goes beyond the traditional role of a trustee and has now become a common way for wealthy families and high net worth individuals to have their administrative affairs such as their investments, assets and estate organized under one single and secure umbrella.
Curatus has already developed a deep understanding of the role of a Family Office Service Provider. Our team is dedicated to provide a secure, professional and specialized service to all of our clients. One of the appealing features of such service includes the maintenance and safekeeping of all data and confidential information in one secure place and the retention of far greater controls by our client families.
We have developed a niche market for wealth management, asset planning and succession planning by crafting a unique value proposition of our trusteeship services throughout our 20 years of experience as trustees.
What you can expect
Asset protection and estate planning according to the requirements, background, intention and future designs of the family partiarchs
Succession planning in family businesses in accordance with family’s values, business ethics and governance; helping families stay together as a dynamic team through family constitutions, commitment to family values and decisions, family councils and advisory boards, organisation of family meetings and maintaining sound family governance
Planning ahead, and the structuring of wealth for present enjoyment and benefit of future generations; assistance in pursuing their philanthropic ideas
Structures modulated from offshore trusts, foundations and underlying companies – each tailored specifically to benefit the individual family needs
Accounting, bank assistance, and dealing with essential miscellanea you do not have the leisure to think about.