FAMILY OFFICE

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Today Family Office plays an important role in assisting families to oversee and manage their wealth.

Today Family Office plays an important role in assisting families to oversee and manage their wealth. The Financial Services Commission of Mauritius issued the financial services family office rules in 2020, where two main types of family office can exist: the Family Office (Single) (SFO) and the Family Office (Multiple) (MFO) License. As a matter of fact, family office is the new era of wealth management and Capital Horizons is here to cater for all your needs and help you attain your set goals.

In a SFO the investments, assets and estates of a Single Family are managed, whereas in MFO, Property and wealth of multiple families not necessary connected to one another are managed. At Capital Horizons, we are capable to cater for both licenses as an experienced and legitimate company.

As holder of the Family office License, Capital Horizons cater for the following among others:

Administer and manage investments, assets and/or estate(s)
Manage the accounting and reporting
Administer and manage philanthropic services
Cater for training & development of upcoming generations
Conduct and manage disaster recovery planning
Make sure compliance with domestic and international legislations is adhered
Establish impregnable family governance, wealth management strategies,
family board(s) including family charter(s)
Provide best tax advisory and compliance services

Our three-step approach

Our dedicated family office team provides a seamless and holistic approach to the challenges and opportunities that families face.

In a nutshell, we take care of the details so that you can enjoy the big picture!

Our Concept can be summarized as follows:

Step 1 – Asset Protection: To secure, protect and structure your current assets
Step 2 – Preservation, Growth and Transmission: To preserve and grow your wealth with the minimum risk while managing your lifestyle needs.
Step 3 – Succession Planning, Values, Reputation and Governance: Planning of your succession by ensuring that along with your wealth, your values are also transmitted thereby leaving behind your legacy.

Here is How we look after our families

a.Asset & Investment Management

Wealth creation and preservation being the main reason to set up a family office, our aim is to make decisions that earns clients the most profit possible.

Evaluate overall financial situation
Devise the best investment strategies as per family’s objective
Finding the right mix for asset allocation – both capital market & non-capital investing
Handle the banking relationships
Family liquidity Management
Provision for due diligence on investments

b.Financial & Tax Advisory

Tax & Finance has always been a great challenge for family office in recent years. At Capital Horizons, we embrace it as opportunities for our families to tap in. Our counsel, chartered certified accountant and finance professionals provide the best services:

Constructing a tax plan that maximize return from investment Ensure
Family Office is tax compliant
Debt syndication
Promotor Funding
Bridge & Structured Financing

c.Succession Planning

Ensuring a smooth succession and planning for future generation is essential.

Continuous support even during unanticipated disruption in client leadership
Development of formal knowledge sharing and training programs
Implement and integrate estate transfer plans
Structuring CSR platforms & programs

d.Estate and Wealth Transfer

How long have you been procrastinating about updating your estate plan? No need for it now, at Capital Horizons we take control of all the work, where you enjoy peace of mind.

Wealth protection, transfer analysis and planning for all types of assets and income sources
Tailor-made services for estate settlement and administration
Continuous family governance, wealth transfer & succession guidance

e.Family Charter

Adoption of a family charter, as objective to:

Formalize agreed structure and mission of the family business
Define roles & responsibilities of members
Devise policies and procedures with regards to family values
Cater for process to resolve serious business-related family disputes

f.Family Governance and Education

Having a proper governance within the family and ensuring that upcoming generations are well versed and have the proper knowledge is a must; Thus, Capital Horizons will;

Organize family meetings
Cater for the family education
Make sure the values are passed through the future generation

g.Administration and Record Keeping

Proper administrative and record keeping is key for the success of any business. These services include.

Support on general legal concerns
Invoice, Tax Payment & Reporting
Bank Account Opening
Bank Statement Reconciliation
Employee Management & Benefit
Management of Public Relations matters
Adhere to the compliance norms
Annual performance reporting
Benchmark analysis

h.Compliance and Regulatory Assistance

As per requirements, a family office need to ensure strict compliance with prevailing regulations for investment, wealth management and overall business operation. Our preferred Partner caters for all the following:

Conduct compliance audit
Establish a corporate governance mechanism
Continuous monitoring of performance and compliance
Strengthen regulatory investment process
Regulatory compliance training

i.Risk Management & Insurance

For decade now, Capital Horizons has been helping clients manage risk and plan for the unexpected.
Here is why risk planning is crucial:

Minimize and eliminate property loss
Keeps the Family Office up and running
Protects assets, which could involve offshore accounts
Cater for proactive solutions through action plan
Data security and confidentiality
Risk analysis, measurement, and reporting

HEAD OFFICE

FAMILY OFFICE

Our team help to identify your company’s specific needs and match these needs to the bank that is right for you.

HEAD OFFICE | Mauritius

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