OwealthX motif

Strategic Planning · Wealth Governance · Family Continuity

Your trusted advisor
for wealth, family
and legacy.

Strategic advisory for entrepreneurs, family businesses and private investors — across borders, across generations.

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Who We Are

OwealthX is a boutique private advisory firm based in Mauritius, dedicated to entrepreneurs, family businesses and private investors seeking clarity, structure and long-term guidance.

We are not a bank. We do not sell products. We are your independent, trusted advisor — combining strategic thinking with deep expertise in wealth planning, family governance and cross-border structuring.

Nicolas Kerambrun — Managing Director

3
Advisory Pillars
IFC
Mauritius Hub
360°
Family-Centred
44+
Tax Treaties

3 Advisory Pillars

Our model is built around three interconnected pillars — designed to address the full complexity of your situation as an entrepreneur, family or investor.

01

Strategic Planning & Performance

Your board-level advisor

We help you think clearly about your business — setting direction, tracking performance, and making decisions with confidence.

  • Strategic roadmap & business planning
  • KPI design & performance monitoring
  • Investment decision support
  • M&A advisory & preparation
02

Wealth & Patrimonial Planning

Structure for the long term

We design cross-border structures that protect and grow your wealth — from holding companies and trusts to foundations and tax planning.

  • Holding & structuring (GBC, Trust, Foundation)
  • International tax & residency planning
  • Asset protection strategies
  • Succession & estate planning
03

Family Governance & Continuity

Align your family for the future

We help families define shared values, establish governance frameworks, and ensure a smooth transition across generations.

  • Family charter & governance design
  • Family council facilitation
  • Next generation preparation
  • Conflict mediation & alignment

Our Clients

Three client profiles, one common thread — the need for a trusted, independent advisor who truly understands the intersection of business, wealth and family.

I

Entrepreneurs & Founders

You have built something significant. Now you need a trusted partner to help you think beyond the day-to-day — protecting what you have built and growing it intelligently.

Strategic clarity Wealth protection Exit planning
II

Family Businesses

You are navigating the complexity of business, family and wealth all at once. We help you align your family, structure your assets and prepare the next generation.

Governance Succession Family alignment
III

Private Investors

You want a sophisticated, independent advisor — not a product seller. We help you structure and optimise your portfolio across jurisdictions, with full confidentiality.

Cross-border Tax planning Asset protection

Why OwealthX

No products to sell. No commissions to earn. Just clear, independent advice — built on trust and delivered with discretion.

Independent

No products to sell, no commissions. Our advice is driven exclusively by your interests, compensated solely by transparent advisory fees.

Integrated

Strategy, wealth and family governance in one advisory relationship. We connect the dots so nothing falls through the cracks.

Cross-Border

Based in Mauritius IFC, serving clients across Francophone Europe, Africa and the UAE. We understand the complexity of multi-jurisdiction wealth.

Long-Term

We think in decades, not quarters. Not here for a single transaction — here for the long journey. Our measure of success is your legacy.

Discreet

Total confidentiality, non-negotiable. We work with a small, carefully selected client base, ensuring the attention sophisticated families deserve.

Human

Your advisor is always a senior professional. Never outsourced, never a junior analyst. You always work with someone who truly understands your situation.

Service & Pricing

Four formats. All fees agreed upfront and confirmed in writing. No hidden charges, no commissions.

Protectorship
Protector Role
% of AUM — annual

Annual fee as a percentage of Assets Under Management. Our interests are fully aligned with yours.

0.1% – 0.3% AUM / year

e.g. USD 5M trust → USD 7,500 – 15,000 / year

Directorship
Director / Board
Annual flat fee or per meeting

Fixed annual retainer for directorship mandates, or per-meeting fee for board participation.

USD 3,000 – 8,000 / year
or USD 500 – 1,500 / meeting

e.g. GBC board, 4 meetings / year → USD 4,000 flat

Executive Assignment
Senior Advisor Retainer
Monthly fee

Ongoing advisory with dedicated senior access. Strategic counsel and priority responsiveness.

USD 2,000 – 5,000 / month

e.g. 6-month strategy mandate → USD 3,000 / month

Project-Based
Project Mandate
Fee on quote

Defined-scope engagements billed per project. Structuring, diagnostics, M&A, governance.

USD 3,000 – 25,000+ / project

e.g. Patrimonial diagnostic + structuring → USD 8,000

News & Articles

All articles →
Family Governance
March 2026

The Family Charter: Why Every Business Family Needs One

A family charter is not a legal document — it is a shared commitment. We explore its role in preventing conflict and enabling generational wealth transfer.

Read article →
Regulatory Update
February 2026

OECD Pillar Two: Impact on Mauritius GBC Structures

The global minimum tax of 15% is reshaping international structuring. Here is what it means for existing Mauritius holding companies and how to adapt.

Read article →
Strategy
January 2026

Exit Planning: When Is the Right Time to Start?

Most entrepreneurs start planning their exit too late. The answer is always the same: now. We outline the key steps to prepare a clean, value-maximising exit.

Read article →
Wealth Planning
December 2025

Residency Planning for Entrepreneurs: The 270-Day Rule

Mauritius Tax Residency Certificates are achievable under criterion (c) of Section 73(1) — even without 183 days in-country. A strategic approach to residency planning.

Read article →

Let's build your future together.

We invite you to a confidential, no-commitment conversation to explore how OwealthX can support your goals.

+230 5940 5444  ·  Mapou, Mauritius  ·  www.owealthx.com

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