Financial services firm DeVere Group has secured a Family Office Licence from the Financial Services Commission (FSC) of Mauritius.
The company described this as a “milestone achievement” that solidifies its position as a “leader” in comprehensive wealth management services.
The Family Office Licence adds to DeVere Group’s existing offerings of financial advice, asset management, private banking, foreign exchange, and tax consultancy services, among others.
Following its licence being granted, the firm will seek to cater to the complex financial needs of ultra-high net worth individuals (UHNWI) and families.
It is now able to provide bespoke family office services, aiming to support families in preserving and growing their wealth across generations through a dedicated and structured approach.
Through its family office, DeVere Group will provide tailored governance strategies, consolidated oversight of family investments, and the ability to establish communication and education platforms to help ensure family values are transferred across generations.
“We are incredibly proud to have been granted the Family Office Licence,” commented DeVere Group CEO, Nigel Green.
“This new licence allows us to offer an unparalleled proposition for our elite clients, giving them access to an exclusive suite of wealth preservation, investment management, and intergenerational planning services.
“We understand that family governance, succession planning, and the broader social and environmental responsibilities of families are not just business concerns, they are personal.
“Our family office service is designed to be an extension of that legacy, allowing families to preserve their wealth while creating a meaningful impact for generations to come.
“We are incredibly excited about what this means for our clients and the future of DeVere Group.
“This licence enables us to offer a more personalised and holistic approach to wealth management and legal affairs, ensuring our clients’ legacies are secured and thrive for generations to come.”
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