Zitadelle AG: Empowering Global Clients and Family Offices to Establish Trusts in Mauritius

Introduction

As a premier fiduciary services provider, Zitadelle AG specializes in assisting international clients and family offices with the seamless establishment of Mauritius-based trusts. Leveraging Mauritius’s favorable tax regime, strategic location between Africa and Asia, and a robust regulatory framework, we deliver tailor-made solutions for asset protection, succession, and confidentiality.

Why Mauritius is the Ideal Trust Jurisdiction

1. Exceptional Tax Efficiency

Mauritius offers compelling tax benefits that enhance trust structures:

• No Capital Gains Tax, Estate Duty, Withholding Tax, Inheritance Tax, or Estate Duty

• Full exemption from withholding tax on foreign income

• Option to treat a trust as non-resident if settlor and beneficiaries are non-residents—resulting in zero local tax obligations, provided a Declaration of Non-Residence is filed

2. Strong Legal and Regulatory Environment

• Governed by the Trusts Act 2001, rooted in English common law for clarity and international credibility

• Recognized as politically stable with a thriving financial services sector—endorsed by global standards

3. Confidentiality & Privacy

• Trust documents and identities of settlors/beneficiaries remain private, except for resident individuals or companies

4. Flexibility, Asset Protection, and Estate Planning

• Supports Discretionary Trusts, Purpose Trusts, Fixed Trusts, Charitable Trusts, revocable vs. irrevocable options

• Trusts avoid forced heirship rules, offering tailored succession planning beyond rigid local inheritance laws

• Avoidance of probate, swift asset transfer, and creditor protection ensure long-term security

5. Global Recognition and Cross-Border Efficiency

• Mauritius maintains an extensive Double Taxation Avoidance Agreement (DTAA) network, enhancing tax planning for international clients

• Strategic geographic positioning (GMT+4) helps service clients across Africa, Asia, and Europe efficiently

How Zitadelle AG Guides You Through Trust Establishment

1. Initial Consultation & Strategy Session
   Our experts evaluate your needs—asset management, confidentiality, tax planning, succession—then outline the best trust structure.

2. Trust Type Selection
   Choose from Discretionary, Purpose, Fixed, or Charitable Trusts, each offering unique advantages in flexibility and governance.

3. Documentation & Compliance
   We prepare the trust deed under Mauritius Trusts Act 2001 and file non-resident declarations if applicable.

4. Professional Trustee Appointment
   As mandated, at least one trustee is Mauritian-approved, ensuring regulatory compliance and fiduciary integrity—Zitadelle can serve as this trustee or appoint a trusted local partner.

5. Implementation & Asset Transfer
   Assets—such as investments, real estate, company shares, or insurance policies—are transferred into the trust safely and efficiently

6. Ongoing Trust Management & Succession Support
   We provide regular reporting, beneficiary communication, and succession planning—maintaining confidentiality and adapting to client needs over time.

Summary of Key Advantages

Zitadelle AG

At Zitadelle AG, we combine global expertise with deep local knowledge to offer:

• Bespoke trust structuring, reflecting your unique goals and jurisdictions.

• Regulatory assurance, through partnerships with licensed Mauritian trustees.

• End-to-end service, from strategy and compliance to administration and succession.

Whether you're a global family office, international high-net-worth individual, or an institution, our Mauritius trust solutions are designed to preserve, protect, and pass on your legacy seamlessly.

Conclusion

Mauritius presents a compelling jurisdiction for setting up trusts—thanks to its unbeatable tax advantages, strong legal foundation, confidentiality protections, and cross-border effectiveness. Zitadelle AG delivers a comprehensive service to realize these strategic benefits for clients worldwide.

Contact us today to begin your trust-structuring journey with Zitadelle AG—with Mauritius serving as the cornerstone of your wealth preservation strategy.