Family Office Services and Family Office Licence in Mauritius
Specialised structuring, licensing and administration for HNW families, private investment groups and ultra-high-net-worth individuals
Union Financial Services Ltd provides specialised family office services and licensing support in Mauritius, assisting high-net-worth families, ultra-high-net-worth individuals and private investment groups in establishing and managing structured wealth platforms.
Mauritius has emerged as a preferred jurisdiction for family office structures due to its tax efficiency, regulatory framework and strategic positioning as an international financial centre. Our services are designed to support the creation, licensing and ongoing administration of family office structures tailored to complex global wealth.
What is a Family Office?
- Investment management
- Wealth preservation
- Succession planning
- Governance and reporting
- Single-family and multi-family office structures
Why Establish a Family Office in Mauritius
Mauritius offers a compelling environment for family office structures, combining stability, regulatory credibility and tax efficiency.
Mauritius is particularly attractive for families with investments across Africa, Asia and emerging markets.
Family Office Structuring Solutions
Union Financial Services Ltd provides tailored structuring solutions to meet the specific needs of each family.
Single-Family Office Structures
We design and implement structures dedicated to managing the wealth of a single family, ensuring confidentiality, control and alignment with long-term objectives.
Multi-Family Office Platforms
For families seeking shared infrastructure and efficiencies, we support the establishment of multi-family office structures, including regulatory licensing where required.
Investment Holding and Fund Structures
We integrate Global Business Companies, investment funds and private equity vehicles into family office structures, enabling efficient capital deployment and portfolio management.
Trust and Fiduciary Integration
Trust structures play a key role in family office arrangements, supporting asset protection, succession planning and intergenerational wealth transfer.
Governance and Operational Support
Effective governance is essential for family office structures.
Union Financial Services Ltd provides support in establishing governance frameworks, including board and advisory structures, reporting and oversight mechanisms, investment governance processes, and compliance and risk management.
Our services ensure that family offices operate with transparency, efficiency and control.
Regulatory and Compliance Framework
Family offices operating in Mauritius must comply with applicable regulatory requirements, including AML/CFT obligations, FATCA and CRS reporting, and economic substance requirements where applicable.
Union Financial Services Ltd ensures full compliance with these frameworks, providing clients with confidence in the sustainability and credibility of their structures.
Our Family Office Services
We provide a comprehensive range of services covering the entire lifecycle of a family office:
- Structuring advisory and planning
- Family Office Licence application
- Corporate and trust setup
- Investment structure integration
- Ongoing administration and compliance
- Coordination with legal, tax and investment advisors
Typical Clients
Our family office services are designed for:
- Ultra-high-net-worth individuals
- Multi-generational families
- Family-owned businesses
- Private investment groups
- International entrepreneurs
Why Choose Union Financial Services Ltd
Union Financial Services Ltd combines fiduciary expertise with a deep understanding of international wealth management.
We provide tailored, discreet and professional services, ensuring that family office structures are aligned with the client's strategic objectives and managed to the highest standards.
Establish your family office in Mauritius with confidence and expertise.
Contact Union Financial Services Ltd for tailored family office structuring and licensing services.
