Wealth, estate and succession planning
Planning support for offshore wealth, estate structuring, succession needs, structured insurance solutions and expatriate clients.
Services
Offshore fiduciary and structuring services.
Heritage Fiduciary Services supports international planning through Mauritius-based fiduciary, corporate and offshore structuring services. This prototype keeps service wording cautious pending client review.
Service pathways
Clear routes through international planning needs.
The prototype groups Heritage's public service categories into broad pathways, then keeps each underlying service visible for straightforward discovery.
Fiduciary administration and offshore structures
International fiduciary services and administration support for offshore structures, with final scope subject to Heritage review.
Corporate, investment and cross-border structuring
Support connected to corporate structuring, investment fund setup and administration, cross-border trade, property ownership, asset-for-share swaps and intellectual property structures.
Services
Specialist support across offshore structures.
These service areas are drawn from the existing public Heritage content and should be refined with approved final descriptions before launch.
Offshore tax and estate planning
Planning support for offshore wealth, estate structuring and succession needs.
International fiduciary services
Fiduciary support for international structures and cross-border planning requirements.
Cross-border trade and investments
Structuring support for clients with business and investment interests across jurisdictions.
Structured insurance solutions
Specialist support for structured insurance solutions as part of broader planning.
Investment fund setup / admin
Setup and administration support for investment fund structures.
Property ownership structures
Structuring support for property ownership across international planning contexts.
Corporate structuring
Corporate structuring support for offshore and cross-border requirements.
Asset-for-share swaps
Structuring support for asset-for-share swap requirements, subject to approved advice.
Intellectual property protection
Support for international structures connected to intellectual property protection.
Expat solutions
Planning support for expatriate clients with international structuring needs.
Final service descriptions should be reviewed by Heritage before launch.
Enquiries
Discuss a structure.
Start with a focused enquiry and Heritage can confirm the appropriate service route and next steps.