Our Solutions
Agena Patrimony is a multi-family office built for entrepreneurs, investors and families who demand more than standard advisory. We operate at the intersection of wealth structuring, real asset deployment, and personal lifecycle management — with deep roots in African and Indian Ocean markets. Every mandate is handled with discretion, conviction, and a long-term perspective.
We design and manage diversified portfolios tailored to your risk profile, time horizon, and liquidity needs. Beyond traditional asset classes, we provide curated access to private equity, private debt, and co-investment opportunities alongside our principals. Our allocations are built for resilience and long-term capital preservation.
Portfolio Allocation & Investments
We design holding structures, trusts, and cross-border vehicles that protect your assets from legal, fiscal, and generational risk. Our structuring work covers succession planning, asset ring-fencing, and the separation of personal and corporate wealth. Every structure is built to be both operationally efficient and jurisdictionally sound.
Wealth & Estate Structuring
We develop tax-efficient strategies that comply with local and international regulations while meaningfully reducing your overall tax burden. Our approach leverages Mauritius's extensive treaty network to optimise structures across multiple jurisdictions. We work closely with specialist advisors to ensure full legal compliance at every level.
Tax Planning & Optimisation
We provide access to voluntary and compliance carbon markets, including carbon credit origination, brokerage, and portfolio integration. For clients seeking to align their wealth with sustainability goals, we structure ESG-oriented investment mandates across both public and private markets. This is an emerging area of deep expertise within our network.
Carbon Markets & ESG-Aligned Strategies
We identify and co-invest in financial services opportunities across Africa and the Indian Ocean — including banking infrastructure, fintech ventures, and payment ecosystem plays. These assets offer structural growth driven by rising financial inclusion and regional economic development. Our network provides privileged access to deals that are rarely available through conventional channels.
Financial Services & Banking Infrastructure
We source and evaluate technology investment opportunities in high-growth markets, with a focus on scalable software platforms and digital infrastructure. Our involvement goes beyond capital — we actively support portfolio companies in their commercial and operational development. This hands-on approach is central to how we create value in this sector.
Technology & Software Ventures
We take positions in industrial and manufacturing businesses that offer tangible asset backing, stable cash flows, and strong regional competitive advantages. Our due diligence draws on direct operational experience across multiple production environments. We favour businesses where our involvement can accelerate growth or unlock new market access.
Manufacturing & Industrial Assets
We evaluate and participate in infrastructure and real estate projects with long-term value creation potential across African and Indian Ocean markets. Our focus is on assets with clear demand drivers, government-backed frameworks, or anchor tenant structures. Where appropriate, we assist clients in co-investing alongside institutional partners.
Infrastructure & Real Estate Development
We guide individuals and families through every residency pathway available in Mauritius — Premium Visa, Investor Permit, Self-Employed Permit, Retired Permit, and Permanent Residence. Our service covers the full process from eligibility assessment and document preparation to submission and final approval. We also advise on complementary options in France and other jurisdictions when relevant.
Residency & Citizenship Advisory
We assist in the setup of domestic companies, Global Business Companies, and trust structures tailored to your specific operational and fiscal objectives. Each structure is designed in coordination with licensed management companies and fiduciary providers within our network. We ensure full compliance with Mauritian law and international best practice from day one.
Company Formation & Legal Structuring
We facilitate the opening of personal and corporate bank accounts with reputable Mauritian and international institutions. Our relationships with local and regional banks allow us to navigate what can otherwise be a complex and time-consuming process. We accompany clients through each step of the KYC and onboarding process.
Banking Facilitation and Support
We connect our clients with specialist legal advisors who cover corporate law, contract drafting, dispute resolution, and regulatory compliance across multiple jurisdictions. Our coordination role ensures that legal advice is fully aligned with the broader wealth and structuring strategy in place. Nothing falls between the cracks.
Legal & Regulatory Compliance
We handle the practical dimensions of relocating to Mauritius, including school research and enrollment support, neighbourhood guidance, and property search assistance. Our goal is to make the transition seamless for the entire family, not just the principal. We remain available throughout the settlement period as a single point of contact.
School Selection & Family Relocation
We provide ongoing secretarial support for your structures in Mauritius, including statutory filings, director services, registered office, and day-to-day correspondence management. This continuity service ensures your entities remain fully compliant and operational without requiring your permanent presence. It is the quiet backbone of a well-managed structure.