AI-augmented wealth advisory firm in France

Wealth management in Mauritius

“Alexis, I would like to settle in Mauritius for my retirement, but I have a question: how can I optimise my tax position without losing my European legal protection? Will my property investments on the island be recognised by the French tax authorities?”

Mauritius is no longer merely a paradise destination; it has become one of the most dynamic and secure financial centres in the Indian Ocean. For an expatriate or an international investor, Mauritius offers a rare economic stability and an advantageous tax regime which, when properly mastered, becomes an exceptional lever for tax optimisation.

At Balmont Conseil, we act as the link between your Mauritian ambitions and your international obligations. With our AI-Augmented Wealth Engineer, our mission is to design a high-precision wealth strategy for you, able to navigate across jurisdictions to protect your assets and secure your legacy for the long term.

Why choose Mauritius for your wealth management?

The appeal of Mauritius rests on a solid tripod: legal certainty, tax performance and quality of life.

  • An advantageous tax regime: Mauritius applies a single tax rate of 15% (Personal & Corporate Tax). Above all, the island has no capital gains tax, no wealth tax (IFI) and no inheritance tax.
  • A network of double-taxation treaties: Mauritius has signed treaties with numerous countries, including France, ensuring that your income is not taxed twice.
  • Asset protection: The Mauritian legal framework offers sophisticated tools such as trusts and Mauritian foundations to secure the transfer of your capital.

AI-augmented wealth advisory firm in France

Our dedicated services: bespoke support

Whether you are a resident, a future expatriate or a non-resident, our wealth management advisers offer you solutions tailored to the local framework.

Wealth management for expatriates and non-residents

One of the great strengths of Mauritius is its ability to welcome foreign capital within secure structures.

  • Remote support: For international investors who do not reside on the island, we provide fully delegated management. You steer your assets from Europe, and we execute in Mauritius.

  • Residence permit and taxation: We assist you in obtaining your residence permit (Investor or Retired) to establish your tax residence status and take full advantage of the exemption from tax on dividends and interest.
  • Why choose Balmont Conseil in Mauritius?

    Wealth management in Mauritius requires a dual expertise: mastery of local Mauritian law and of French (or European) civil law.

    FAQ on wealth management in Mauritius

    Can a French national really avoid inheritance tax on their assets in Mauritius?


    What is the minimum entry ticket to obtain residence through property?


    Does Mauritius guarantee banking secrecy?


    What are the property investment risks on the island?

    Wealth management by destination

    Europe

    Discover our tailored solutions for expatriates in Europe (Portugal, United Kingdom, Switzerland...)

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    Asia

    Discover our tailored solutions for expatriates in Asia (Vietnam, Philippines, South Korea...)

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    Luxembourg

    Discover our tailored solutions for expatriates in Luxembourg.

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    Belgium

    Discover our tailored solutions for expatriates in Belgium.

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    Switzerland

    Discover our tailored solutions for expatriates in Switzerland.

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    Spain

    Discover our tailored solutions for expatriates in Spain.

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    Italy

    Discover our tailored solutions for expatriates in Italy.

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    Portugal

    Discover our tailored solutions for expatriates in Portugal.

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    Japan

    Discover our tailored solutions for expatriates in Japan.

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    South Korea

    Discover our tailored solutions for expatriates in South Korea

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    China

    Discover our tailored solutions for expatriates in China.

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    India

    Discover our tailored solutions for expatriates in India.

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    Indonesia

    Discover our tailored solutions for expatriates in Indonesia.

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    Thailand

    Discover our tailored solutions for expatriates in Thailand.

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    Vietnam

    Discover our tailored solutions for expatriates in Vietnam.

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    Philippines

    Discover our tailored solutions for expatriates in the Philippines.

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    Qatar

    Discover our tailored solutions for expatriates in Qatar.

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    Jordan

    Discover our tailored solutions for expatriates in Jordan

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    Saudi Arabia

    Discover our tailored solutions for expatriates in China.

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    UAE

    Discover our tailored solutions for expatriates in the UAE.

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    United Kingdom

    Discover our tailored solutions for expatriates in the United Kingdom.

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    Singapore

    Discover our tailored solutions for expatriates in Singapore.

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    Hong Kong

    Discover our tailored solutions for expatriates in Hong Kong

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    Malaysia

    Discover our tailored solutions for expatriates in Malaysia.

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    France

    Discover our solutions for investing in France from abroad.

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    Your wealth deserves Mauritian excellence

    Mauritius is far more than a tax stopover; it is a powerful wealth strategy tool for those who know how to use it. Between the protection of Mauritian foundations and the dynamism of property investment, the opportunities are vast.

    At Balmont Conseil, we turn international complexity into a serene growth trajectory. Stop being constrained by borders; use them to your advantage.

    Your ambition deserves borderless expertise.

    Alexis Sagnier

    With more than 17 years of expertise in financial engineering, Alexis Sagnier supports company directors and expatriates in securing their cross-border interests.

    Ready to structure your future?

    Whether you are in Lyon or on the other side of the world, Alexis Sagnier and the Balmont Conseil team are here to listen.

    Your wealth deserves a borderless vision

    Being a non-resident offers exceptional capitalisation opportunities, provided you do not let non-resident taxation erode your performance. At Balmont Conseil, we combine the expertise of Alexis Sagnier with technological power to protect every euro invested in France or abroad.

    Do not let tax complexity hold back your ambitions.

    Book an appointment for a personalised non-resident tax audit

    Alexis Sagnier

    With more than 17 years of expertise in financial engineering, Alexis Sagnier supports company directors and expatriates in securing their cross-border interests.