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.
Can You Protect Beneficiaries from Themselves?
“Family Trusts are meant to protect the next generation — but what if the biggest risk… is them?” “Here’s a question most people don’t ask when setting up a Family Trust in Kenya: What happens when the very people you’re trying to secure a future for… reject it?
Why Every Family Trust Should Consider a Family Office
Family Trusts are powerful tools for securing your legacy. But who’s actually managing the day-to-day? Without the right structure in place, they can become overwhelming for Trustees and frustrating for Beneficiaries.
Kenya’s Family Trust Laws Have Changed What It Means for Your Legacy
Big changes have just redefined how we build and protect generational wealth in Kenya. If you’ve ever considered setting up a Family Trust or already have one of these new laws will change everything you thought you knew.
Books on Family & Legacy
Blindsided
Author - Ruth Boben
Blindsided is a sweeping, emotionally resonant journey through girlhood, education, marriage, motherhood, ambition, and identity…
Blindsided
Author - Ruth Boben
Blindsided is a sweeping, emotionally resonant journey through girlhood, education, marriage, motherhood, ambition, and identity…



Our Services
Accumulation
Mutual Funds
Risk Management
Estate Planning
Retirement Planning
Business Planning
Our Projects
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Latest news
Kenya’s Family Trust Laws Have Changed What It Means for Your Legacy
Why Every Family Trust Should Consider a Family Office




