Fiduciary & Trust Services

Fiduciary & Trust Services

Comprehensive trust and foundation services for wealth and estate planning, tailored to high-net-worth individuals and family offices.

Service Overview

As a trusted partner for wealth and estate planning, Helm Services offers the establishment and ongoing administration of trusts and foundations. Our fiduciary solutions are tailored to high-net-worth individuals, family offices, and private clients seeking long-term asset protection and legacy planning. Our services include Trust Formation & Setup: Establishment of discretionary, fixed-interest, purpose, and charitable trusts under the Mauritius Trusts Act 2001. Foundation Services: Setup and management of Mauritius foundations for private wealth structuring and succession planning. Trustee & Council Services: Provision of qualified trustees, council members, and protector services with full compliance oversight. Estate & Succession Planning: Structuring of wealth across jurisdictions to ensure efficient and conflict-free succession. Fiduciary Administration: Maintenance of trust records, compliance reporting, asset management coordination, and tax filing.

Benefits

  • Expert trust and foundation setup
  • Qualified trustee services
  • Comprehensive estate planning
  • Asset protection strategies
  • Long-term legacy planning

Service Details

Key Features

  • Trust Formation & Setup: Establishment of discretionary, fixed-interest, purpose, and charitable trusts under the Mauritius Trusts Act 2001
  • Foundation Services: Setup and management of Mauritius foundations for private wealth structuring and succession planning
  • Trustee & Council Services: Provision of qualified trustees, council members, and protector services with full compliance oversight
  • Estate & Succession Planning: Structuring of wealth across jurisdictions to ensure efficient and conflict-free succession
  • Fiduciary Administration: Maintenance of trust records, compliance reporting, asset management coordination, and tax filing
Contact Us

Ready to Get Started?

Contact our team of experts to discuss how we can help you with your specific needs and requirements.