Management
plan execute, and complete your projects smoothly
Advisory
to date with regulations and avoid costly mistakes
Management
you grow and protect your assets with confidence
Bookkeeping
keep your financial records accurate and organized
Reporting
measure and communicate your environmental
and social impact
third-party service
providers
to ensure smooth and efficient delivery of all your
professional services






Our Vision
Core Values
Family Trusts - A New Era in Kenya
A family office is a private wealth management entity that provides a comprehensive suite of services to family trusts, high-net-worth families/individuals. These services go beyond traditional wealth management, often encompassing financial planning, investment management, estate planning, philanthropic activities, and even concierge services. Essentially, a family office manages the financial and personal affairs of a family, ensuring their wealth is preserved, managed, and passed down to future generations.
Family Trusts - A New Era in Kenya
A family office is a private wealth management entity that provides a comprehensive suite of services to family trusts, high-net-worth families/individuals. These services go beyond traditional wealth management, often encompassing financial planning, investment management, estate planning, philanthropic activities, and even concierge services. Essentially, a family office manages the financial and personal affairs of a family, ensuring their wealth is preserved, managed, and passed down to future generations.
Blindsided
Author - Ruth Boben
Blindsided is a sweeping, emotionally resonant journey through girlhood, education, marriage, motherhood, ambition, and identity…
What We Do
Project Management
Your projects move smoothly from planning to completion. We handle the details so you can focus on results


Wealth & Portfolio Management
Your assets are managed with care and strategic insight. We help you grow and preserve wealth across generations
Accounting & Bookkeeping
Your assets are managed with care and strategic insight. We help you grow and preserve wealth across generations


Tax Compliance Advisory
Your assets are managed with care and strategic insight. We help you grow and preserve wealth across generations
Sustainability Reporting
Your assets are managed with care and strategic insight. We help you grow and preserve wealth across generations


Co-ordination of third-party service providers
We offer coordination of third-party service providers to ensure smooth and efficient delivery of all your professional services



Our Services
Accumulation
Mutual Funds
Risk Management
Estate Planning
Retirement Planning
Business Planning
Our Projects
GET A CALL BACK
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Latest news
Evolution of Family Trust Laws in Kenya: Key Milestones
“Inheritance Rejected: Can You Protect Beneficiaries from Themselves?”




