Expertise
Covering regulated financial services, transactions, private wealth and the disputes that follow.
All expertiseExpertise
Structures for families, and the fiduciary judgment to keep them sound.
Private wealth structures are long-lived. The questions that matter — who can be removed, what happens when a trustee resigns, how a purpose is monitored once the settlor is gone — are usually decided years before anyone thinks to ask them.
We advise families, trustees and private clients on establishing, administering and unwinding Mauritian trusts and foundations, and on the fiduciary and regulatory issues that arise along the way. Members of our team are approved by the Financial Services Commission to act as enforcer for purpose trusts.
Capabilities
7 capabilities · 7 representative matters
Representative experience
Matters are described in anonymised form to protect client confidentiality. Past matters are not a guarantee of future outcomes.
Full experience librarySupported enforcer-related services for Mauritius purpose trust structures, including governance oversight, monitoring of purpose-driven arrangements and coordination with trustees and service providers. Members of the team are approved by the Financial Services Commission to act as enforcer for purpose trusts.
Drafted and reviewed trust deeds and advised on the establishment, administration, transfer and termination of trusts, including fiduciary duties, trustee indemnities, transfer-out mechanics and constitutional issues.
Assisted with the establishment and governance of charitable and non-charitable foundations, including drafting foundation charters, articles of foundation and related AML/CFT documentation.
Assisted licensed trustees with trust-related complaints, including fiduciary duty considerations, settlement strategy, regulatory risk and beneficiary communications.
Prepared succession planning and family governance documentation, including shareholder documentation, confidentiality protections and coordination with notarial succession planning.
Assisted private clients with residence permit structuring through acquisition of property under EDB-approved schemes, including investment security and implementation considerations.
Prepared deeds of retirement and appointment of trustees, including trust asset transfer provisions, acknowledgement mechanics and trustee indemnity protections.
Insights
A purpose trust has no beneficiary to hold the trustee to account. The enforcer fills that gap — which makes the appointment, the powers and the succession arrangements far more consequential than they first appear.
6 min read
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