Service Overview
Comprehensive, Confidential Solutions for High-Net-Worth Families and Legacy Structures. At Helm Services Ltd, we assist high-net-worth individuals, families, and wealth creators in establishing Family Office structures in Mauritius that are tailored to protect, grow, and transfer wealth across generations. Whether you’re seeking a streamlined Single Family Office (SFO) or a shared-resource Multi-Family Office (MFO), we deliver governance, administration, and strategic support with discretion and compliance at the core. Our services include Wealth Structuring & Consolidation: Setup and administration of investment holding vehicles (e.g., GBCs) and asset allocation planning across jurisdictions. Trust & Foundation Management: Creation and governance of family trusts and private foundations with succession and estate planning. Investment Management Coordination: Oversight of external asset managers and banks with investment strategy review and portfolio monitoring. Tax, Legal & Regulatory Coordination: Liaison with international legal and tax advisors and global compliance coordination. Family Governance & Education: Development of family constitutions and governance frameworks with financial literacy training.
Benefits
- Tailored family office solutions
- Comprehensive wealth management
- Expert governance support
- Multi-generational planning
- Confidential and discreet service
