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Who we serve
When your wealth is one asset.
For founders, executives and professionals whose net worth is concentrated in a company, a share scheme or a single currency, and who want a disciplined path to diversification.
Where we help
Concentration built the wealth. Diversification keeps it.
A business owner's balance sheet usually has three things in common: one company, one country and one currency. Each is a risk you cannot diversify away inside the business. Our job is to build the part of your wealth that does not depend on any of them.
How we work with owners
- Before a liquidity event: a plan for the proceeds, agreed with your tax and legal advisers, so capital is invested rather than parked.
- Ongoing: a portfolio built deliberately away from your sector and home currency, with liquidity for opportunities in the business.
- For executives: a policy for vested shares, so diversification happens on a schedule rather than on emotion.
Why Mauritius helps
Holding diversified assets in a substance-based jurisdiction with no capital gains tax, no exchange controls and more than 45 double-taxation agreements gives owners options: for succession, for relocation, and for the next venture. Read why Mauritius.
Questions we are asked
Frequently asked
I hold most of my wealth in my company. Where do you start?
Can you manage the proceeds of a business sale?
Do you advise on executive share schemes?
Your company had a plan. Your wealth should too.
Thirty minutes with an adviser who will ask about your family, your plans and the years ahead before anything else. No obligation.