Aurevya – Private Wealth Expertise

Aurevya Wealth delivers tailored private wealth solutions — from retirement planning to tax strategies — designed to guide you confidently toward your financial goals, with expert support at every step.

  • Retirement & Succession Planning
  • Strategic Tax Structuring
  • Personalised Investment Advice
  • Detailed Wealth Strategies
  • Dedicated Financial Experts
  • Goal-Oriented Planning

Trust

Protect your legacy with custom Trusts that preserve wealth, reduce taxes, and ensure your wishes are honored.

Foundation

Build strong foundations for effective asset protection and strategic tax planning to confidently secure your financial future.

Family Office

As a licensed Family Office, we cater to all your wealth management needs and help you achieve your goals.

Lifestyle Management

Comprehensive lifestyle management services to support your personal and financial wellbeing.

Advisory Private Wealth

At Aurevya Wealth, we provide tailored wealth management solutions designed to guide you confidently through your financial journey. Whether you seek focused advice on a particular challenge or a comprehensive long-term strategy, our experts are committed to helping you achieve your financial goals with clarity and precision.

Our Wealth Management Concept

We base our approach on three fundamental steps to safeguard and grow your wealth:

  • Asset Protection: Identifying and structuring your wealth in a way that ensures legal and fiscal security.
  • Preservation & Growth: Managing your assets to grow sustainably while balancing risk and lifestyle needs.
  • Succession Planning & Family Governance: Planning the transmission of your values alongside your wealth to create a lasting legacy.

We are convinced that sustainability will be a major performance driver over the coming years and we want to help our clients benefit from this trend

Hubert Keller, Senior Managing Partner

Our Core Services

01. Trust Structures

At Aurevya, we help safeguard your legacy for future generations through well-structured trust arrangements. As part of our private wealth services, we provide comprehensive trust setup and administration under Mauritian law. Trusts offer a secure legal framework to protect assets, mitigate forced heirship effects (especially for non-Mauritian nationals), and enable strategic income accumulation.

Governed by the Trusts Act 2001, Financial Intelligence and Anti-Money Laundering Act 2002, and Financial Services Act 2007, Mauritian trusts are confidential (no express registration required) and flexible. They can be revocable or irrevocable, discretionary or fixed interest. Income may be accumulated within the trust duration, limited to 25 years if immovable property in Mauritius is involved. Charitable purpose trusts may have perpetual duration.

02. Foundations for Asset Protection & Tax Planning

Our foundation services offer a flexible and legally recognized structure to hold and protect assets. Foundations benefit from legal personality, enable efficient estate planning, minimize inheritance taxes, and offer protections recognized internationally.

  • Legal personality with administrative flexibility
  • Estate planning and minimizing inheritance taxes
  • Asset protection recognized across jurisdictions
  • Avoidance of forced heirship rules
03. Family Office Services

As licensed family office providers, we manage investments, estates, philanthropy, and family governance for single or multiple families. We ensure compliance, develop future generations, and deliver holistic wealth management strategies tailored to your unique needs.

  • Administer and manage investments, assets, and estates
  • Manage accounting and reporting
  • Philanthropic service administration
  • Training & development of future generations
  • Disaster recovery planning
  • Compliance with domestic and international regulations
  • Establish family governance, wealth strategies, and charters
  • Provide expert tax advisory and compliance
04. Lifestyle Management

Beyond financial planning, we offer lifestyle management services designed to support your personal and family well-being. From concierge services and travel planning to health and education advisory, we help enhance your quality of life so you can focus on what matters most.

Our dedicated team takes care of every detail, providing peace of mind and enabling you to enjoy the bigger picture of wealth and legacy.

Our Private Wealth Advisory services are designed for individuals, families, and entrepreneurs seeking personalized financial guidance and long-term wealth preservation.

We offer a holistic approach that integrates investment management, estate planning, tax efficiency, and succession strategies—ensuring that your wealth is not only protected, but also positioned to grow across generations. With a deep understanding of global markets and your personal goals, our expert advisors craft tailored solutions that reflect your values, ambitions, and legacy.

To know more about us

Frequently Asked Questions

We provide end-to-end wealth management solutions through asset protection, wealth preservation and growth, and legacy planning. Our key services include Trust and Foundation setup, Family Office management, and Lifestyle Management tailored for high-net-worth individuals and families.

We help you structure your wealth through Trusts, Foundations, and other legal frameworks to ensure it is protected from risks, liabilities, or forced heirship laws, while remaining compliant with international regulations.

A Trust is a legal structure where a trustee holds and manages your assets for the benefit of chosen beneficiaries. It allows for privacy, succession planning, protection against forced heirship, and in some cases, tax efficiencies.

While both are asset protection tools, a Trust is a relationship-based structure with trustees managing assets, whereas a Foundation is a legal entity that owns assets directly. Foundations offer more control and can have charitable or private purposes.

Our Family Office services manage your investments, estate, accounting, philanthropy, education, and governance — all under one roof. We offer both Single and Multi-Family Office setups, ensuring your wealth and values are preserved across generations.

Yes, our Lifestyle Management service offers bespoke support for high-net-worth individuals and families. From luxury travel planning and concierge services to relocation support, property management, and education consultancy — we handle life’s complexities, so you can focus on living it fully.

Absolutely. We cater to both Mauritian and international clients. Our structures such as Trusts and Foundations are designed to be compliant across jurisdictions, and our Family Office services are tailored to global needs and expectations.

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