Wealth Structuring

Strategic Wealth Structuring Solutions

Offering a range of wealth structuring solutions, Safyr Utilis accompanies you during the various stages of your investment cycle with tailored long-term solutions, ranging from wealth structuring to succession planning via our fiduciary services.

Corporate Formation
Fiduciary Services
Global Structures

Your Wealth Structuring Journey

No matter where you are in your financial journey, Safyr Utilis has the experience and expertise to help you achieve your goals through comprehensive wealth structuring solutions.

01

Strategic Consultation & Analysis

All our partnerships start with detailed meetings with our clients to lay the proper foundations upon which all our structuring exercises rest. We provide tailored support to our clients including:

  • Comprehensive wealth analysis and goal assessment
  • Advice on setting up structures in Mauritius
  • Advice on becoming a resident in Mauritius
  • Assistance to clients with their residence permits
02

Structure Design & Setup

We offer expert design and implementation of optimal wealth structures tailored to your specific needs and objectives. We provide assistance with:

  • Corporate structuring
  • Corporate formation (Domestic, GBC, ACs, IBCs, CSLs & other foreign entities)
  • Setting up of Trusts, Foundations and associated vehicles
  • Formation of Protected Cell Companies or Sociétés
  • Corporate migration and re-domiciliation services
03

Implementation & Administration

We propose comprehensive implementation support with ongoing administrative services to ensure your structures operate efficiently, namely:

  • Corporate secretarial, administration and accounting services
  • Directorship services and registered office provision
  • Appointment of registered office & registered agents / administrative agents
  • Bank account opening and facilitation
04

Ongoing Management & Optimization

We ensure continuous management and optimization of your wealth structures with expert fiduciary services and strategic guidance. Our support includes:

  • Liaison with investment managers and clients for strategy alignment
  • Maintaining comprehensive financial records
  • Fiduciary services such as trusteeship
  • Assistance with running foundations or other investment vehicles
  • Tax compliance and optimization strategies

Ready to Structure Your Wealth?

Partner with Safyr Utilis for strategic wealth structuring solutions that protect and optimize your assets for long-term success and succession planning.