10 conseils pour un investissement patrimonial réussi à l’île Maurice

Pourquoi l’île Maurice séduit les investisseurs fortunés : cadre de vie, stabilité et patrimoine à transmettre.

Mauritius has become much more than just a popular tourist destination: it has established itself as an international heritage platform, at the crossroads of tax, legal, real estate, and family issues. In a global context of increasing regulatory pressure, it attracts investors seeking stability, confidentiality, and long-term diversification.

At Ohana Heritage, we assist a discerning clientele—private investors, business leaders, family offices, family holding companies—in developing tailor-made investment solutions in Mauritius. Here are our 10 fundamental pillars for a truly strategic investment project.

1. Clarify your wealth management goals from the outset

Every investment must be part of a clear wealth management strategy. Is it to prepare for expatriation? To reduce the tax burden on investment income? To secure assets in a stable jurisdiction? To prepare for a transfer? Or to diversify your international portfolio?

Nous menons avec chaque client un diagnostic approfondi pour définir une feuille de route claire. Sans objectifs précis, même un actif performant peut devenir une charge. L’enjeu est de faire coïncider votre projet immobilier ou financier avec vos ambitions personnelles, fiscales et familiales.

2. Integrate favorable taxation into a long-term vision

Mauritius benefits from a particularly competitive tax environment:

  • No wealth tax

  • No inheritance tax for non-residents

  • No tax on capital gains or dividends

  • Flat tax rate of 15% for local income

  • Numerous double taxation agreements (including France, Belgium, Luxembourg, Switzerland)

But beyond these gross advantages, it is the stability of the system and the transparency of the tax rules that reassure investors. We work directly with your tax advisors to structure your investments, taking into account your place of residence, your marital status, the location of your other assets, and the applicable tax treaties.

3. Invest in exceptional properties, selected according to strict criteria

Access to property ownership in Mauritius is subject to specific regulations:

  • PDS: Property Development Scheme (high-end residences for non-residents)

  • IRS: Integrated Resort Scheme (villas and residences in resorts with services)

  • RES: Real Estate Scheme (smaller residential projects)

Ohana Heritage exclusively selects projects that meet high heritage value criteria: quality of the environment, contemporary architecture, integrated services (golf, spa, concierge, security, private marina), resale potential, or high-end rental potential.

We focus our research on properties that are generally valued at over $1 million and that fit into a life plan or inheritance strategy. The goal is not to “invest money,” but to build a sustainable and valuable asset in a controlled growth market.

4. Prioritize locations with high sustainable value

Location remains the primary guarantee of sustainability and appreciation. In Mauritius, certain sectors benefit from constant demand, a premium clientele, and long-term projects. These include:

  • Tamarin: chic seaside lifestyle, close to international schools, golf, surfing

  • Rivière Noire: marina, residential area highly sought after by expatriates

  • Grand Baie: economic hub of the north, with all services and a high level of activity

  • Anahita / Beau Champ: high-end eastern area, golf resort, architect-designed villas

We accompany our clients on site to understand local dynamics, avoid pitfalls (saturated areas, disputed land, fragile developers) and make informed choices, supported by real market data.

5. Secure every legal step with our support

Buying property abroad raises specific legal issues. At Ohana Heritage, we have set up a dedicated team of local lawyers, notaries, and legal experts who will work closely with your own advisors.

Each file is subject to a comprehensive audit:

  • Land title traceability

  • PDS/IRS/RES permit compliance

  • Developer’s bank guarantee

  • Taxation applicable to purchase and ownership

  • Resale, transfer, dismemberment, real estate investment company (SCI) or trust, where applicable

You benefit from complete security without having to manage the process. We ensure that every detail is compliant, anticipated, and thoroughly documented.

6. Benefit from an ecosystem of experts managed for you

Investing in Mauritius requires much more than just a good real estate agent. It involves coordinating the work of demanding professionals:

  • Private banks (financing, local account management)

  • International tax specialists

  • Wealth managers

  • Developers and architects

  • Lawyers, notaries, family office specialists

Ohana Heritage acts as the conductor of your heritage project. You have a single point of contact who centralizes all expertise and provides you with clear, secure, and confidential reporting.

7. Anticipate transmission as soon as the project is structured

Whether you are single, in a relationship, or have heirs to include, every decision must be made with succession in mind. At Ohana Heritage, we incorporate succession planning from the outset:

  • Offshore or Mauritian SCI

  • Family trusts

  • Cross-border donation

  • Disposal of property

  • Coordination with notaries in France, Belgium, Switzerland, or Luxembourg

We work with families who wish to structure their wealth over two or three generations, taking into account their family organization, geographic mobility, and values.

8. Diversify your asset classes wisely in Mauritius

While real estate remains a prime gateway, Mauritius also offers other opportunities:

  • Approved Mauritian funds (fiscal and financial balance)

  • Local private equity (hospitality, tech, energy)

  • Life insurance in foreign currency

  • Structured investment vehicles for non-residents

  • International real estate investment trusts with favorable tax treaties

We present you with the available options, based on your risk appetite, your return objectives, and the desired diversification of your overall portfolio.

9. Integrate tax residency and international mobility issues

By investing at least $375,000 in an eligible property, you can obtain permanent residency in Mauritius. This status allows you, under certain conditions, to become a tax resident and enjoy numerous benefits (including exemption on certain global income).

But this process must be carefully managed: it is not enough to simply “move abroad.” We work with you to analyze your current country of residence, the risks of tax reclassification, the criteria for effective tax residence, and transition strategies.

We work with tax specialists who specialize in international mobility to ensure everything is done by the book—and at your pace.

10. Manage your investment as a separate asset in your portfolio

Real estate in Mauritius is not a secondary product. It is a genuine strategic asset that deserves careful management. We provide the following services for you:

  • Legal and tax monitoring

  • Rental management and yield optimization

  • The organization of forward sales

  • Transfer or donation when the time comes

  • The link with your European advisors

Each quarter, you receive a comprehensive report on the status of your assets in Mauritius, with a view to consolidating your overall wealth.

To conclude….

Investing in Mauritius in 2025 is neither a trend nor a tax avoidance strategy. It is a strategic choice for international wealth structuring, offering high added value in a stable, controlled, and compliant environment.

At Ohana Heritage, we don’t just offer you a property.
We work with you to build a tailor-made solution, designed to last, optimize, and pass on to future generations. You benefit from our network, our high standards, and personalized support that matches your ambitions.

Our signature views

The visual signature of real estate excellence in Mauritius.

01.

Which property is right for you?

Your project, our expertise: finding the right property for you

Your vision

Tell us what you're looking for: property type, location, budget, lifestyle... Tell us what really matters: a breathtaking view, a tropical garden, an architectural style, a pace of life. We'll translate your wishes into carefully selected, tailor-made properties.

02.

Create your private area

Create your confidential space to discover our collections of villas and apartments, some of which are only available to registered members. A privileged immersion in Mauritian real estate excellence.

03.

Let us orchestrate every step

From the search to the final choice, including legal and tax formalities, we provide discreet and comprehensive support. Our mission: to make your project a calm, controlled experience that lives up to your expectations.

Your project, our customized selection


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